Financial Planning and Wealth Management

• Comprehensive financial planning
• Investment products and strategies
• Wealth accumulation and preservation
• Insurance and risk management
• Retirement planning
• Estate planning

Lowe Lippmann has for many years provided sound financial advice to clients in a variety of areas specific to their needs and individual circumstances.

It is now performed by Lowe Lippmann Financial Services Pty Ltd as a separate business unit under the direction of Abe Berman.

The financial services industry is highly regulated. Abe and his team are licensed to provide financial advice under Australian Financial Services legislation, and have the expertise to provide a comprehensive range of financial services.

Within this highly specialist service unit much forethought and preparation is included in the formation of a wealth creation proposal specifically designed to meet and achieve clients' goals.

Clients who are planning for their retirement and retirees feel secure in knowing that their retirement income needs are being well looked after. Solutions include: Allocated Pensions, Annuities, RBL Strategies and DIY Superannuation Funds.

• Abe Berman