LPW & Nextplan Financial Pty Ltd

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Laurium Private Wealth has teamed up with Nextplan Financial Pty Ltd.  We believe that our core strength is our financial planning skills and the relationship we have with our clients. We have outsourced the licensing and compliance to Nextplan Financial so that we can focus on our core strengths.

Who is Nextplan Financial Pty Ltd?

Nextplan Financial Pty Ltd (Nextplan) is an Australian company, owned by the founding advisers within the group, who work under their own licence, providing solutions to our client’s financial issues. They are young, enthusiastic, yet experienced financial professionals.

Their vision is to be a leading financial planning business based on foundations of honesty, integrity, fairness and objectivity.

We do this by understanding the needs and objectives of our clients; establishing a working relationship built on trust, honesty, accessibility, expertise and experience, and providing a personalised service that is value for money, that helps them to achieve their personal, business and wealth creation needs.

No matter what stage of life you are at, the right partnerships can make all the difference.

Everyone’s different. We all have our own big ideas. That’s why getting smart, professional advice is so important.

We take a partnership approach, to understand your goals and objectives, and help you make them happen.

Your Nextplan Financial Adviser has many years of both life experience and financial planning experience, so they are well positioned to guide you along your financial journey.