Pre-retirement financial advice specialists
At Lighthouse Financial Group we help professionals, senior managers, executives and high net wealth individuals and couples to live a rich and fulfilled life.
We specialise in pre-retirement financial advice and offer a 5-step holistic approach that strives to create a robust and comprehensive financial plan, that aims to grow and make the most of your wealth opportunities, proactively manages your investments and assets, funds your retirement and importantly, financially protects you, those your love and everything you’ve achieved.
Established since 2005, and located in Sydney’s CBD, we’re small enough to care, but big enough (and well and truly qualified enough) to handle financial complexity.
While we appreciate the convenience of communication technology, we understand that meeting our clients face-to-face is the key to knowing what matters most, so that we may advise and represent you in a manner that serves not only your very best interests and achieves outcomes but exceeds your expectations.