Legacy Begins Today.

The LPW

Our mission is simple: deliver bespoke, forward-thinking advice that empowers you to make confident decisions about your financial future.

As a firm owned by its advisors, our success is completely aligned with the long-term success of our clients.

We operate with complete independence, free from any affiliations or influence by external stakeholders or institutions.

We are dedicated to fostering enduring relationships built on trust, integrity, and measurable results.

It would be our privilege to begin that journey with you.

Our Areas of Expertise

Wealth Management

Strategic and tailored investment management aligned with your unique return and risk preferences.

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Retirement Planning

Specialised investment and financial advice for clients approaching or in retirement.

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Agricultural Financial Planning

Dedicated regional office in Goulburn dedicated to servicing the unique needs of agricultural clients.

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Superannuation and SMSF

Investment and structuring advice for managing your superannuation or SMSF.

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Intergenerational Wealth

We help you preserve and transfer wealth across generations with strategic planning that aligns with your family’s values and long-term goals.

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Business Succession

Guidance and strategic planning to ensure a smooth and financially sound transition of your business ownership.

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Seperation & Divorce

Expert guidance to navigate the financial complexities of relationship breakdowns, helping secure your financial future.

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