Our services

What is wealth advice?

Wealth advice is support and guidance on the best way to manage all your finances.

Whether it’s adjusting your debts to minimise repayments, saving for a home or a holiday, investing money, planning for your retirement, maximising pension entitlements or ensuring your family are protected if something happens to you, the right advice from the right people will help you achieve your goals faster and more effectively.

Our advisers Lisa Brophy and Terry Kelly provide the following advisory services:

Wealth accumulation
Retirement planning
Risk insurance
Superannuation
Pension and allowance maximisation
Estate planning
Access to buying and selling shares
Investment advice
Redundancy advice

Our client service is flexible and designed to give proactive, ongoing advice together with portfolio management, administration and reporting.

Our individualised approach ensures that your financial resources are maximised to achieve your objectives.

Lisdor Pty Ltd

Our services