Financial Planning Services


Financial Advice

Financial Planning Services

Almost everything we do in life has a financial consequence, that’s why we have partnered with Alphington Private Wealth to work with you to help you reach your financial goals. The financial side of advice however is only part of the story. It’s also about your time and how you want to spend it. Your Financial Planner can help you explore your goals and look at how your income and assets can help you spend your time doing what you want to do.

Taking a lifestyle financial planning approach also helps you take control of your finances and make smoother transitions into different stages of life. The key service aims to ensure you never run out of money, you become (and remain) financially well organised, you manage risk in all its forms, and you achieve and maintain your desired lifestyle.

Financial Planners work with a range of financial advice clients including:

Depending on your situation, lifestyle financial planning will bring together areas across your financial life including:

  • Cashflow modelling
  • Debt management
  • Superannuation
  • Self-managed superannuation
  • Investment planning
  • Retirement planning
  • Redundancy planning
  • Wealth Protection
  • Intergenerational Wealth
  • Estate Planning

And of course, your Financial Planner will work with your in-house CPA accountant, to ensure the approaches we take are aligned.


LBH Accountants has an association with a Financial Planner, so talk to us and we will steer you in the right direction.

Lifestyle Financial Planning

Developing Strategies


Superannuation & Self-Managed Superannuation

Wealth Protection

Retirement Planning


Financial Planning Services

At some stage in everyone’s life, they need to think about how they will fund their retirement. Most people are earning good money in a paid job or are running a business and drawing wages. At retirement, this income ceases. So you have to have other sources of income. Everyone’s fall back is the Government age pension. But do you want to live just on the age pension.

Compulsory employee superannuation has been in for many years, so those that have been employed for long periods will at least have some funds available to them at retirement. But will that be enough.

Financial planning is about developing strategies to help you manage your financial affairs with the ultimate aim of having enough income producing assets at retirement so that you can live the life that you deserve. A Financial Planner will help you achieve this goal, even if retirement may seem a lifetime away. The sooner you start planning the more likely you will be able to achieve financial independence and peace of mind.

LBH Accountants has an association with a Financial Planner, so talk to us and we will steer you in the right direction.

Compulsory employee superannuation

Developing Strategies