• Self-Managed Super Funds
    • Including set up and ongoing review
    • Superannuation Borrowing strategies
  • Retail Superannuation Funds
  • Superannuation contribution tracking
  • Comparison and review of existing superannuation funds
  • Corporate Superannuation services
    • Working with our partners we can offer you a corporate super service for employees which includes:
      • Seminars on superannuation and chosen fund updates
      • Educational seminars on superannuation and super strategies (i.e. general advice)
      • Tailored seminars on financial topics requested by employees and/or the employer
      • Access to our financial adviser who can provide personal advice following the financial planning process


  • Investment Review of existing portfolios
  • Portfolio Construction and Ongoing Review
    • Direct Shares
    • Managed Funds
    • Property

Strategic Planning

  • Retirement Planning
    • Transition to Retirement Planning
    • Salary Sacrifice
  • Investment Structures including Family Trusts
  • Debt Management
  • Budgeting


  • Protection of family/business debt in case of death, injury or sickness using:
    • Life Insurance
    • Total and Permanent Disability Insurance
    • Trauma Insurance
    • Income Protection Insurance


  • Home Loans
    • New Loans
    • Re-financing
  • Investment Property Loans
  • Commercial Property Loans

* Please note: the actual mortgage broking is done by a licensed and reputable mortgage broker. Laurium Private Wealth works with the broker for you.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information.