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