Wealth Management

Lawler Hacketts Wealth Management offers private wealth services to clients including business owners, professionals and senior executives.

Lawler Hacketts works with you to identify your financial goals and risk profile, then develops a detailed plan with recommended strategies and investments tailored to achieve your objectives. Wherever possible we will recommend direct investment to ensure the portfolio is tailored to your personal situation.

Our services include:

• Retirement Planning
• Investment Advice
• Superannuation and Wealth Creation Strategies
• Self Managed Super Funds
• Tax Planning
• Instalment Gearing
• Protected Loans
• Insurance
• Estate Planning
• Margin Lending
• Negative Gearing.

The Wealth Management services are fully integrated with other services provided by Lawler Hacketts meaning you benefit from a truly holistic financial service.

Our services are generally offered on a fee-for service basis to guarantee that recommendations are not influenced by rates of commissions.

Disclaimer: Hacketts Wealth Management Pty Ltd is an authorised representative of Australian Unity Financial Planning Limited (ABN 26 098 725 145, AFS Licence No. 234459)

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For more information on business advisory services in Queensland, please contact:

Richard Smith, Partner: richard.smith@lawlerhacketts.com.au  

For more information on services in NSW, please contact our Lawler colleagues:

Sydney and Newcastle - Lawler Financial Services:
Phil Moore, CEO: pmoore@lawlerfs.com.au

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