Financial Planning is about planning for your financial future.  It is about short and long term goals and developing strategies to achieve those goals.

Lawton Financial Planning Pty Limited  (a Lawton Group company) is a financial planning service that combines the expertise of two professions  - financial planners who are Authorised Representatives of Professional Investment Services Pty Ltd and highly experienced tax accountants.  This expertise gives us the ‘competitive edge’ in the investment market. 

Lawton Financial Planning with the expertise of Lawton Accountants ensures  that your taxation position is also considered in the Financial Planning process.  We  include the outcomes of taxation impacts in all our Financial Plans as  an  integral part of the overall Plan. This is addressed during the formulation of the Financial Plan providing more accurate outcomes for clients. The impacts of short and long term ‘taxation’ issues and the ‘protection of assets’ are vital aspects of planning for your financial future and long term security. 

Setting goals, analyzing risk exposure in both life & general insurance, investment strategies to maximize diversification, the choice of financial products, reviewing your Will & Enduring Power of Attorney, maximizing social security benefits, superannuation issues, estate and succession planning – all compliment the process of a Financial Plan.