We aim to provide personalised and responsible advice suited to your objectives.

Our wealth management team undertake continuous professional development to stay current with legislative changes related to superannuation, investment, social security, aged care and tax environments.

We have access to technical, risk and investment research professionals who provide us with additional analysis on strategies and products that become available as a result of legislative changes.

How we help clients

Our financial planners in Adelaide will help you determine your goals and weigh up different investment strategies to achieve them.

Most importantly, we turn your thoughts into action. There are no secret formulas for achieving financial security. We will work with you to get the basics right and ensure you have a plan to achieve your goals over time.

Please click the names below to download the individuals’ Financial Services Guide;

 


Any advice provided by HLB Mann Judd detailed above is provided independently of HLB Mann Judd Wealth Management (SA) Pty Ltd and our Licensee, Lonsdale Financial Group Limited. Neither HLB Mann Judd Wealth Management (SA) Pty Ltd, nor Lonsdale Financial Group Limited take any responsibility for any actions or service they provide.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

HLB Mann Judd Wealth Management (SA) Pty Ltd ABN 34 915 133 118
Corporate Authorised Representative of Lonsdale Financial Group Limited ABN 76 006 637 225
Australian Financial Services Licensee Licence number 246934 
Street Address: Level 6, 161 Collins Street, Melbourne VIC 3000