Lighthouse Partners Pty Ltd (ABN 84 606 247 947) IS A Corporate Authorised Representative (AR# 1234609) of Crown Wealth Group (AFSL# 4942745) (ABN 22 603 037510)
The broad experience and time in the service of working with clients in good times and the bad gives Lighthouse Partners strength and understanding that is not always evident in less experienced practices.
The firm has clients both locally, in the Brisbane metropolitan area, North Queensland and interstate. There are even some who live and work overseas that are active clients also.
Being an advice based business that grew organically via meeting a range of clients needs, it is not surprising to find that Lighthouse Partners is equipped to handle the widest range of financial services needs of its clients.
Download: Financial Services Guide (FSG)
Lighthouse Partners is equipped to provide services in the following areas:
- Financial planning
- Investment advice
- Managed funds
- Direct investments
- Market Linked
- Transition to retirement
- Pre-retirement strategies
- Self managed superannuation
- Tax effective investments
- Life & TPD & Trauma insurances
- Income Protection
- Group Plans
- Funeral Bonds
- Centrelink matters
- Budgets and cashflow
To provide best practice financial and professional services to ensure every client is able to maximise their financial wellbeing.