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Bringing over 28 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Lakeside Wealth Management

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

Learn about Our Processes >>

 

Market Monitor

Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.

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Your Financial Game Plan
In Gear and On Track

In Gear and On Track No matter who you are, what you do or how old you are, you have dreams. Maybe you’d like to own a house, have a family, build a business or ensure you’re able to travel the world when the time comes.

Download your free report