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  Our Services | Financial Planning  
 
 



Are you creating your financial future or just allowing it to happen?
We can help you take charge of your financial security by providing you with a wide range of options and advice through Count Wealth Accountants. You may be surprised as to the range of services we offer. Our financial planning services work for both you and your business. We help you create wealth, fund growth in your business, and protect you through proper planning and insurance.

Our Personal Financial Planning Service

At Lawrence Business Management we take a holistic approach to Financial Planning. Our experience team will take you through the following comprehensive steps when preparing your Financial Plan:
  1. Complete data gathering including accurate assessment of the client’s assets, liabilities, income and expenses; as well as super, investment and insurance products and detailed personal/financial objectives.
  2. Detailed analysis and strategy planning to improve the client’s financial position and help achieve personal and financial objectives.
  3. Documenting strategy and product recommendations in a written advice document, known as a Statement of Advice.
  4. Implementing recommendations to ensure the client’s strategies and products are put into action in an accurate and timely manner.
  5. Ongoing planning & review to ensure the client remains on track to achieve their lifetime objectives; and to take advantage of planning opportunities that arise in an evolving industry.

The process at Lawrence Business Management encourages client participation to ensure the goals and objectives are set by the client. The emphasis is on strategy and planning, not product selling. Our lifelong cash-flow forecasts factor in all financial needs, from upgrading motor vehicles to retirement indulgences. We can illustrate the effect on your financial position should you wish to retire a few years earlier, or change to part-time employment. We aim to provide our clients with the guidance and solutions they need to help them become financially secure


Our Team
At Lawrence Business Management we have recruited some of the most professional and customer focused staff for our financial planning team. All of our staff members are highly qualified and engaged in professional development and continuous development programs to help keep the Lawrence financial planning service at the cutting edge of developments in the industry and best practices; ultimately helping us help you better. Please do not hesitate to contact any of our team members below with any questions or comments that you might have - we're always happy to help.


BRENT FAIRHEAD
Manager - Financial Planning

Brent Fairhead commenced working at Lawrence in July 1998 and moved into a Financial Planning role in January 1999. He has since built the Financial Planning department into a successful business, with the help of his reliable team.

Brent has a Bachelor of Commerce through Murdoch University and completed his Graduate Diploma in Financial Planning through Finsia in 2002. He completed the requirements to become a Certified Financial Planner (CFP) through the Financial Planning Association in 2004 and is an Authorised Representative and Grade 3 Adviser of Count Wealth Accountants.

Brent has specialised in the provision of Superannuation and Retirement Planning advice, as well as Wealth Protection and Estate Planning for his clients. He is very experienced in advising on strategies and compliance for Self-Managed Super Funds, which has resulted in significant savings for his clients. The focus of Brent and his team is to assist clients in achieving their financial objectives, with a particular focus on legal tax minimisation strategies.



KATE VALLANCE
Financial Planner

Kate Vallance completed her Bachelor of Science (honours) degree at the London School of Economics (University of London) in 1998, moving to Australia in 2003. Kate now has 7 years experience working in the Financial Services Industry. Before joining Lawrence Business Management in 2007, Kate worked as a Financial Planner for a large bank in Perth.

Kate is an Authorised Representative of Count Wealth Accountants, a member of the Financial Services Institute of Australasia (Finsia) and holds a Graduate Diploma in Financial Planning (Finsia). She is currently working towards her Certified Financial Planner (CFP) qualification.

Kate strives to provide high quality wealth creation, wealth protection, superannuation, retirement and tax planning. She offers a comprehensive Financial Planning solution, which delivers strategic and financial advantage to her clients ensuring they feel informed and confident about their financial future.





TIM ANDERSON
Financial Planner

Since joining Lawrence Business Management in 2004 as an undergraduate, Tim has developed significant knowledge and skills in the Financial Planning industry. Tim has played a large role in servicing our existing clients, performing detailed portfolio reviews and implementing new strategies to build the financial wealth of our clients. Tim specialises in the provision of detailed strategy planning advice as well as having an in-depth knowledge of the funds management sector. He aims to save clients time, money and minimise the stress of managing their financial situation. Through his sound strategy-based advice and passion for his work Tim should be able to assist you in achieving your goals, both financial and personal.


Tim has completed his Bachelor of Commerce at the Curtin University of Technology in 2005 and in 2007 completed his Graduate Diploma of Financial Services (Financial Planning).

If you would like any more information on Lawrence Business Managements financial planning services, please call 9433 3288 or click here to contact us electronically.





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