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Our business, Logical Financial Management Australia Pty Limited (LFMA), has been established (in total) for more than 15 years, providing a range of wealth advice and assistance to help people grow, manage and protect their wealth.
Our clients achieve the highest level of financial peace of mind and independence with certainty over time.
We do this by providing sensible, logical, financial strategies which create, protect and manage our clients financial well-being.
We can help you create the financial security that lets you focus on what's really important in your life. Find our more about us, our services and our team by viewing our website or calling us at Double Bay or Cherrybrook.
Self Managed Super Fund
More and more Australians are setting up a self-managed superannuation funds (SMSFs). For the right person, SMSFs can offer significant benefits, such as: flexibility; potential tax savings; total control of your retirement savings; and reduced administration fees-especially for those with a larger investment in super. But they are not for everyone, as with greater control comes more responsibility for your own retirement income. To learn more please click into Related Documents in About Us.
Our Investment Methodology
Modern portfolio theory basically assumes that investment markets are efficient and investor behaviour is always rational. Traditional asset allocation and portfolio construction has always been based around taking a long term view on investments and endeavouring to buy low and sell high. To find out more about our Investment Methodology please click into Related Documents in About Us.
