Your needs are unique. But your stage of life is similar to other Lombard Corporate Finance clients. And while our services focus on executives, professionals, expatriates, retirees and small business owners, we are able to draw on the expertise of Lombard Corporate Finance to ensure you are provided with a holistic wealth creation strategy. This may include:

  • Wealth management advice

  • Investment advice

  • Superannuation and SMSF advice

  • Personal risk insurance

  • Home and investment loans

  • Cash flow management

  • Tax strategies

  • Estate planning

And if your needs are very complex, then our Private Wealth Management Service may be right for you. Our proactive team of committed experts will share their knowledge to ensure your wealth creation strategy represents the perfect fit.

Executives & Professionals
Expatriates
Small Business Owners
Retirees

Lombard Corporate Finance provides astute investors with specialist advice and bespoke investment solutions.

Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.

And with unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns. 

Our Services

INVESTMENT

With over 2000 investment managers and products to choose from, Lombard Corporate Finance is dedicated to connecting you with the right people to manage your money.

INSURANCE

Lombard Corporate Finance will work closely with you to establish your insurance needs, engaging experts as, ensuring you get the level of cover for your situation.

ESTATE PLANNING

Estate planning involves managing the transition of wealth between generations. There are a number of important areas to consider that Lombard Corporate Finance cover.

DEBT MANAGEMENT

Our team at Lombard Corporate Finance specialise in developing debt management strategies to optimise your finances and achieve financial independence sooner.

EXECUTIVE OPTIONS

We can map out a program that ensures your exposure to these valuable holdings remains appropriate and that the level of risk being taken is not excessive. 

TAX STRATEGIES

While we believe it is important to reduce taxation where feasible, our philosophy is to develop a strategy to create wealth over a desired investment timeframe.