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.
John has provided expert advice and guidance over many years which has helped us to grow and manage our super needs in line with a clear and defined strategy. John is proactive in his approach, knowledgeable and timely in all aspects of his service. He is always willing to accommodate our needs and shares his experience to ensure we are able to receive the best outcomes.
John has assisted my wife and I with our superannuation and insurance needs over the last few years and has always been approachable and timely with his follow-up. He always listens to our needs and bases his advice on our goals while offering timely and relevant updates and keeping the big picture front of mind.
My experience with John has been excellent. He has been great to interact with and hugely knowledgeable. He sought to understand my personal goals and risk tolerance, and has my best interest in mind. I highly recommend Laurium Private Wealth to my family and friends.
John has given us advice regarding Superannuation, Investments etc as well as general services. We have also found John's knowledge and expertise very valuable to us. John is always happy to take phone calls or emails regarding all things financial and always responded in a timely manner. Would highly recommend John to anyone.
My wife and I have dealt with John over many years and have found his product knowledge, investment strategies and understanding of the current financial environment a great asset and relief to us. His ability to understand our financial objectives/challenges enables him to provide a confident and clear strategy to navigate through, in particular the areas of Self Managed Super Funds and other Investment Portfolios. His 'real life' explanation of often confusing financial jargon is a relief and provides confidence to us and ensures our understanding in an often confusing world. John regularly keeps in touch providing investment strategy/updates and recommendations to help us achieve our financial goals. A pleasure to deal with.
- Adviser status Platinum
- Number of reviews 11
- First year providing advice 2002
- Years of experience 21
- Graduate Diploma of Financial Planning
Laurium Private Wealth1A Jersey Parade
Carnegie, VIC 3163
- 9:00am – 6:00pm Monday – Friday
Nextplan Financial Pty Ltd