Services

Tailored investment management and strategic financial advice.

At Lawrance Private Wealth, we are the trusted financial advisors and Certified Financial Planners® in Canberra that bring together industry expertise, the best tools, and an open market architecture. We are here to help you with wealth management, tailored investment advice, strategic planning for family groups, high-net-worth individuals, and for-purpose organisations.

Regardless of your wealth goals, we help you stay on track to achieve your financial goals while building long-term wealth.

Strategic Financial Planning

We sift through the noise and apply our expertise to ensure your wealth is protected and efficiently managed. We can assist in your wealth management, investment strategy and financial future in the following areas:

Retirement planning
Inheritance and estate planning
Investing for future generations
Succession planning

Investment Advice

We access world-leading research, Australian and international shares, other listed and unlisted assets, and portfolio management techniques — better helping us protect and grow your wealth. As financial advisers, the areas we provide advice on financial services include:

Investment portfolio management
Superannuation including self-managed super funds
Financial advice relating to separation and divorce
Tailored diversification and asset allocation

ESG and Investment Profiling

We give our clients the confidence to achieve their goals in wealth creation by screening investments based on corporate policies on their environmental, social and governance (ESG) principles. We can assist in ESG and investment profiling in the following areas:

Ethical superannuation planning
Assessment of risk profile and performance

Charitable Giving and Structured Philanthropy

We assist clients in bringing forward their giving wishes to the present day in a thoughtful and tax-effective manner.

Risk, Insurance and Wealth Protection

We ensure our clients are not taking on any more risk than is necessary. As you go through different life stages, your financial obligations change and so should your insurance and asset protection level. Our aim is to help protect your level of risk, insurance, and wealth where we can. Areas that we specialise in financial protection include: