Financial Planning

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PAH Wealth Management Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd.

ABN 76 006 637 225 | AFSL 246934 | Lonsdale is part of the IOOF group

We see financial planning as a journey. The need for quality advice has never been greater. Evolving financial markets and regulatory regimes means more investment alternatives and clients need a financial planner that combines expertise with quality advice and service.

  • Superannuation
  • Wealth accumulation
  • Investment Products
  • Shares
  • Self managed superannuation funds
  • Individually tailored investment plans
  • Effective Retirement strategies
  • Review of wealth protection (insurance) cover

When tailoring financial recommendations for your needs. It's vital that we have ready access to the latest technical and industry information. In order for us to achieve this, and to ensure our business operates at the highest level of industry compliance, we have partnered with national financial planning group Lonsdale Financial Group Limited, part of the IOOF group.

Lonsdale Associates (financial advisers) are required to undertake ongoing professional development and training and provide their clients with a full range of financial planning services. This includes developing wealth creation strategies such as investments (through direct shares and managed funds), retirement planning, superannuation, insurance, estate planning, mortgage and lending services and personal insurance.

Financial Planning Process Flowchart

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