Lombard Corporate Finance specialises in providing advice to inbound and outbound expatriates while on assignment overseas. This includes strategies to protect existing wealth and maximising the opportunities to further enhance personal wealth during this period of your life.

Please contact us for more information on our specialised services in this area.

YOUR NEEDS

Lombard Corporate Finance has a reputation for understanding the dynamics of the financial services industry to help shape your future. We navigate you through the complex maze of financial services to drive smart solutions for you to prosper and thrive.

YOUR BENEFITS

Planning is essential. We unearth all the information essential to making the right decisions regarding investment, superannuation, debt, risk, cash flow management and tax effective strategies.

KEEPING IT SIMPLE

There are so many strategies and options to consider. Wealth creation strategies, superannuation strategies, debt funding strategies, risk protection strategies, cash flow management strategies, tax optimisation strategies, estate planning strategies and each with their distinct advantages.

KEEPING IT UPDATED

Our curiosity means that we are continually seeking new and better ways of doing things. In an ever-changing social, technological, economic and legislative landscape, we believe if you are not reviewing and measuring your situation regularly, you are not maximising or protecting your wealth.

We are experienced financial professionals who work with you to achieve your financial goals

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.

Expatriates