Lance Swansbra CFP®
About Me
Lance has worked closely with many clients over the past 15 years to help them achieve what's most important to them. Lance was luckily enough to grow up on a small farm. Growing up in the country was a great experience, it taught Lance that it’s important to be honest, to work hard and that helping others carries its own reward. It also taught Lance that life can be difficult and not always fair, that’s why providing quality financial advice free from any conflict of interest is important. Lance is a family man with a young family. When he’s not spending time with his family, you might find him at the beach where he’s (slowly) learning to surf, supporting the Canberra Raiders or enjoying the company of good friends, food and wine.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 18 Years
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Licensed By Braeside Wealth Pty Ltd
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Advice Fees From $4,800