John Barbagiannis

Laurium Private Wealth

Gold
20 Yrs Experience
Carnegie, VIC 3163

Who are we? We are a professional wealth advisory firm with over 19 years’ experience helping clients.

What do we do? We seek to understand the things in life that are important to our clients, and then translate those opportunities, goals and concerns into a financial plan that meets their needs.

How do we do it? Once we have gained a full understanding of our clients and have consulted our team of experts, where needed, we identify potential solutions to help build an ongoing plan. We have access to a full range of financial solutions that help our clients reach their short, medium and long-term goals.

Why should you deal with us? We work with you as your partner in tying your financial resources to your life needs. We also work as a team in a collegiate approach with other professionals such as your accountant, lawyer, banker and insurance broker. Only this way are you, the client, at the centre of the relationship where we all work for you.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 11
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Laurium Private Wealth

1A Jersey Parade
Carnegie, VIC 3163

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Nextplan Financial Pty Ltd

AFSL 452996