Pull up a chair, and let us tell you our story.
Don't just chase your dreams
Choose to work with Lakeside Financial Planning and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
5 July, 2021
When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice. Read more
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Estate Planning: Protecting Your Heirs and Beneficiaries highlights how to protect, build, and preserve your assets, so your loved ones will receive the legacy you i Read more
Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan. Whether your assets are big or small, everyone can benefit from a fo Read more
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