Laurence Smith CFP®
About Me
The financial landscape in Australia is complicated. You have superannuation, social security, investment products, structures, tax considerations, legacy aspirations, debts to manage, and somehow still need to find quality of living in the middle of it. I utilise knowledge and skills across and within each area, to craft a bespoke solution for my clients to move them from their current position to where they would much prefer to be. I aim to keep things as simple as possible, and only as complicated as they need to be given the goals, circumstances, preferences, and constraints of the client that I'm working with.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 13 Years
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Licensed By Lifespan Financial Planning Pty Ltd