Lance Swansbra

At Braeside Wealth, Lance works closely with Australians who want to make work optional. He specialises in helping successful professionals, business owners, and families in their 30s to 50s who are juggling careers, raising kids, running businesses or planning major life changes. His clients are typically doing well financially but want to be more intentional with their money and time.

Lance helps his clients get clear on what a meaningful life looks like for them, then builds financial strategies to match. Whether it's investing smarter, managing cash flow, boosting super, planning for early retirement or making sure the mortgage gets paid off faster, the advice is always tailored and values-aligned.

Braeside Wealth is independently owned and licensed, which means Lance is not tied to any banks, super funds or product providers. He works for his clients, and only his clients, providing flat-fee advice with no commissions or hidden incentives.

People love working with Lance because they feel confident, in control and supported. Lance cuts through the noise, helps clients make better money decisions, and keeps them on track through life’s inevitable twists and turns. He’s not just focused on growing wealth, he’s focused on what that wealth is actually for.

Clients often say they feel lighter, clearer and more motivated after working with him. Whether it’s knowing they can afford a career break, finally upgrading the family home, or fast-tracking early retirement, Lance helps turn “someday” into a real plan.

Lance brings the values he learned growing up in rural NSW, honesty, hard work and helping others into everything he does. He genuinely cares, takes the time to listen, and explains things in a way that actually makes sense. While he loves numbers and strategy, it’s the real-life impact of his advice that drives him.

With Lance, you're not just getting a financial adviser, you're getting a long-term thinking partner who’s in your corner for the big decisions.