Financial Planning
The secret to building wealth often involves complex strategies. We help you achieve your financial goals by simplifying the process.
Achieve financial security
Our primary focus is to assist you in building and protecting your wealth.
Through meaningful discussion, we develop tailored solutions to help you achieve your financial objectives and peace of mind.
Building Your Wealth
Your circumstances are personal to you, so the strategies we employ are too. Control your cashflow, direct surplus cash, use tax effective structures and make your superannuation work for you.
Be Confident in Retirement
After exploring what retirement looks like for you, we structure your investments around planned and unplanned expenses so regardless of market movements, you can have confidence to do what’s important to you.
Dominate Your Debt
Whether it’s a mortgage, investment loans of SMSF borrowings, we coordinate with you and a broker to manage loans and employ debt reduction strategies as part of your overall well-being.
Your Legacy
Understand what happens with your passing. Direct your super and provide for family or a purpose close to your heart into the future.
Investments Reflecting You
Just as your circumstances and objectives determine what strategies we use; your personal preferences should influence the investments you hold. Ethical, Environmental and Sustainable approaches can be readily incorporated into your portfolio.
Peace of Mind
Protect your assets, family and financial future. We work with our accountants so you’re utilising appropriate tax structures and tailor personal insurance to provide you with reassurance.
A range of innovative ideas
We offer innovative ideas aimed at building your wealth, and we will discuss the most suitable options available to you.
We simplify your affairs through meaningful discussions in order to completely understand your financial situation and provide a comprehensive plan that is easy to understand and follow at any stage of your journey.
Solutions for everyone
At whatever stage or position you are in, Ledgersmith works with a broad range of clients, from middle to high-net-worth individuals, families, business owners, executives, and self-funded retirees.
We tailor our service to meet your needs and ensure you are heading in the right direction to achieve and maintain financial security.
Ledgersmith Wealth Pty Ltd is a Corporate Authorised Representative (No. 001312228) and Jonathan Winfield is an Authorised Representative (No. 001006320) of Spark Advisors Australia Pty Ltd ABN 34 122 486 935 AFSL 380552.
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Public Complaints Policy: https://www.sparkfg.com.au/public-complaints-policy/
Financial Services Guide: Ledgersmith FSG