Financial advice for

busy professionals

Imagine a financial planner that understands financial and legal professionals.

Like you, we work in that “broad” industry category, the Australian Tax Office likes to call, Professional Services. More than that, we understand what it’s like to lead busy lives, have complex financial structures in place and how hard it is to find the time to make important decisions about finances and your family's financial security. We empathise, and have years of experience providing financial advice to a range of busy professionals, small business owners and leaders of large professional service firms.

Our long-term legal and financial service clients include lawyers, solicitors, consultants, mortgage brokers, accountants, and insurance professionals. Many of these professionals have entrusted us to improve their financial position but also referred their own clients to us, for wealth creation advice.

At Lawrance Private Wealth, we specialise in working with the legal profession and fellow financial industry professionals, to help them achieve objectives tailored to their specific circumstances and provide confidence in their financial plans, so they can focus on their professional pursuits and areas of expertise.

Talk to me about

Our team of experts and financial advisers recognise the unique complexities of professionals and we aim to address the full spectrum of our clients' financial needs including:

  • Superannuation, including SMSFs - navigating the complex super rules for your future, your family and retirement planning.

  • Investment Advice - Assisting with portfolio management and careful risk management to suit specific needs and objectives.

  • Wealth creation - Growing wealth over the long term.

  • Tax minimisation - Ensuring tax effective structures and utilised to maximise long term returns.

  • Estate planning for future generations

Sam Colman CFP®

Director

Sam leads our Professional Services advisory service.

Sam is passionate about working with professionals in the financial and legal industries to create customised solutions to help them achieve their goals and gain assurance in their financial strategies.

Contact me today to schedule an initial consultation and learn how I can help you achieve your goals and plan your future with confidence.