Lowe Lippmann Trakman Financial Services Pty

Our belief is that financial planning is an ongoing process in managing all areas of your financial life. Based primarily around your short and long term objectives, it takes into consideration your cash flow, investments, liabilities, tax position, personal risks (such as disability and death) and leaving a legacy. Achievement of your objectives is at the heart of every financial and investment recommendation we make. Our team is made up of highly trained, professional advisers supported by administrative personnel and external resources. We provide you, the client, with a dedicated personal adviser and their support team, to guide you in your financial decision making. The depth of our adviser base then provides a reliable back up service should your adviser not be available. Our key objective is to provide added value to you in relation to your financial affairs by ensuring that you make informed and appropriate decisions in your financial planning and to simplify the financial planning, wealth creation and personal protection process for you. Our commitment to you as our client is based on 3 core values: sound financial advice, transparent information and quality service. Sound Financial Advice Providing unbiased financial advice at a fair price, tailored to your personal financial and non-financial objectives Providing professional guidance in clarifying your financial goals, priorities and strategies Presenting tailored financial plans, clearly setting out the risks, benefits and cost of our advice Keeping you on course to meet your financial, investment and personal goals in the short and long term Transparent Information Providing you with details of all costs related to our services and the products and portfolios we may recommend Providing full access to your personal information that we gather for planning purposes Quality Service Nurturing positive, respectful client relationships by insuring a professional service is provided Facilitating open, two-way communication with you, always guiding you and always listening to you Our Services Financial Planning Advice Our services are structured to provide clients with a tailored solution that is appropriate to a client’s needs, objectives and personal and financial position. We therefore offer full financial planning services as well as specific limited services according to your requirements. Insurance Do you have a ‘Safety Net’ for your family and yourself in the event of death, disablement or major illness? Will your surviving spouse be able to clear any debt and secure a future income stream to support your family? Should you become disabled, either through sickness or injury, will your family be in a position to maintain their lifestyle? Mortgage Broking Every loan is different and a tailored solution is essential. There are many steps in the loan application process which can make borrowing money for a home or investment property a daunting task. We are with our clients from the initial mortgage advice right through to the settlement of the property. Leasing Each sole trader, business or corporation is different and therefore has different finance requirements when looking for additional capital. We source the most competitive rates for each client and ensure that the finance process is completed as quickly and efficiently as possible.

Address: Level 7, 616 St Kilda Road, Melbourne VIC 3004, Australia

Phone: +61 3 9525 3777
FAX: +61 3 9537 2788