Alphington Private Wealth warmly welcomes clients of LBH Accountants Pty Ltd to our financial planning business and we’re happy to refer our clients to LBH Accountants, if they need assistance with their accounting matters.

Almost everything we do in life has a financial consequence. The accounting and financial side of advice however is only part of the story. It’s also about your time and how you want to spend it. As your Financial Planner, we can help you explore your goals and look at how your income and assets can help you spend your time doing what you want to do.

Taking a lifestyle financial planning approach also helps you take control of your finances and make smoother transitions into different stages of life. Our key service aims to ensure you never run out of money, you become (and remain) financially well organised, you manage risk in all its forms, and you achieve and maintain your desired lifestyle.

At Alphington Private Wealth, we work with a range of clients including:

Depending on your situation, lifestyle financial planning will bring together areas across your financial life including:

  • Cashflow modelling
  • Debt management
  • Superannuation
  • Self-managed superannuation
  • Investment planning
  • Retirement planning
  • Redundancy planning
  • Wealth Protection
  • Intergenerational Wealth
  • Estate Planning

And of course, we will work with your in-house CPA accountant at LBH Accountants Pty Ltd, to ensure the approaches we take are aligned. Please explore our website to see how we might assist you and contact us to make an appointment.

Accounting for Financial planning clients and high net worth individuals and families in Australia

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