Financial Planning

There's great satisfaction and comfort in knowing that you have every aspect of your finances under control and that you're utilising every opportunity to secure your financial future. Sound financial advice and planning will bring you security, build prosperity, and give you the lifestyle you want - now and in retirement.

Lead Advisory Group has hand-picked some of the finest financial advisors in Bendigo, creating a team that can offer independent financial and investment advice to help grow your personal nest egg. Our certified financial planners have years of experience offering advice to individuals and business owners in our local community.

Secure your financial future with strategic planning

To get ahead and stay ahead you need these four pillars underpinning your approach:

1. Maximise earnings

2. Minimise costs / taxes 

3. Leverage opportunities 

4. Protect your position 

Based in Bendigo, Lead Advisory Group will build and manage a blueprint of best-practice for your situation. Your money will be working as hard as you are. Knowing that you are totally in control with clear goals and a structured plan gives our clients peace-of-mind, from tax to investment, superannuation and accounting.

Your road map for getting ahead

Your four foundation pillars will be built by giving you a 'best-practice' framework for:

  • Cash flow and money management
  • Opportunity assessment and 'life-stage' trigger points for strategic advice
  • Specific investment advice for diversification, solid returns and risk minimisation
  • 80% of the value we provide to you will be via specific strategic advice and 20% through careful selection of optimal asset allocations and specific investment choices.

Here's the framework for how we will plan and assist you on a journey of best practice:

Your needs and aspirations will change as you move through different life stages. We will 'partner' you along each stage of the journey to achieving your financial security.

These are the 8 key areas we will build into your road map for getting ahead:

Our financial planning process

 

Most people have a gap between where they are today and the lifestyle they would like to enjoy. Our financial advisors will help you bridge that gap.

  • We'll assess where you're at now, where you want to be and set out the ideal structure for your financial affairs, cash flow and investment options;
  • We'll ensure you understand the different choices so you make informed choices, and;
  • We'll provide ongoing advice and guidance to help you deal with the changes in your life, rules and regulations, investment markets and anything else that affects your finances.

You'll have a step-by-step strategy to achieve your goals and you'll feel in control. You'll know where you're going with your money, why and how.

When you're ready to take control and put your finances and your future in place, let us know; we'd love to help you become another happy client, on the way to where you want to be…

Taxation & Accounting

Financial Planning

Lending & Finance

Business Development

Self Managed Super Funds

RSD Registry

Meet The Team

Brett Andrews
Director
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Cara Hall
Director
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Greg Hilson
Principal
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Lindy Burr
Senior Accountant
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Nicola Hilson
Manager
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Nicolas Siely
Manager
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Tiffany Abel
Accountant
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Olivia Treloar
Intermediate Accountant
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Jessica Bonazza
Personal Assistant to Partners / IT/ Design
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Loralee Luckett
Bookkeeping
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Marg Tuckerman
Mail & Banking
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Kirsten Galea
Manager - Business Services
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Joanne Wells
Bookkeeper
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Lisa Renato
Operations Manager
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Dianne Brooks
Share Registry
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Elizabeth Rosewall
Receptionist
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Catherine Chalmers
Intermediate Accountant
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Alex Pearson
Graduate Accountant
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Alice Warren
Personal Assistant
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