Our Services

Who We Are & What We Do

Lombard Securities International Limited is a licensed independently owned financial advisory firm managed by qualified professional financial & legal advisers who believe clients want solutions to their problems, not just products.

  • We listen to your goals & aspirations, fears & concerns, try to understand how you operate & about your values.
  • We'll help you articulate & document these as the basis for regular reviews & for your next generation.
  • We cut through the disruptive noises & provide you with an accurate picture of what's really going-on.
  • We recognize that too much of the consumer media seems dominated by negative stories originating from sources often acting in their own self-interest.
  • Our job is to cut through misinformation & provide you with a more accurate analysis of critical issues & developments that will enable you to make informed decisions about your desired lifestyle now & for when you'll be too old &/or unable to keep track of your financial affairs.
  • As a firm, we focus on the good of our clients first and their money second.
  • We stick to the simple stuff; advice you'll understand.
  • We never forget or take for granted why clients are paying us.
  • We endeavor to build strong professional relationships with all of our clients.
  • We understand that managing clients financial attitudes, habits, complexities and issues is core to them achieving their real life outcomes, not just advising them about today's best performing equities, bonds, direct property investment, unit trust, insurance or mortage product.
  • We'll help you achieve the peace of mind that comes from the certain knowledge you have as firm a control on the important aspects of your life as you possibly can.
First meeting: No obligations!
  1. We'll review & explain in more details how we operate, welcoming your questions for additional explainations.
  2. You tell us about yourself & what your expectations are.
  3. we'll then agree on the scope & areas of advice to be provided, whether multifacetted or only covering specific areas of your life, such as the protection of your assets, your retirement funding needs &/or estate & legacy planning.
  4. Also what further information we'll require & why, expected time-frames & fees involved.
For example, you may want a second opinion of your present retirement plan, including its investment strategy &/or the adequacy of your existing life & disability insurances. If we think they're appropriate, we'll tell you. If we don't think so, we'll explain why & what can be done about it. It will then be up to you to decide what to do.

Our goal is helping you making informed decisions about what's important to you & your loved ones, not only for now but also for their & your future.

A large part of our initial work with clients is first making sure that existing assets are in the most appropriate structure so they will benefit whom you want to in the most tax-effective manner, particularly if you're not around or are mentally/physically disabled at the time of making a decision.

Taxation consideration may not be an important issue in developing countries however it is crucial in more advanced economies. Proper assets protection though is important everywhere!

That's why we work closely with experienced tax-lawyers, accountants & actuaries in various jurisdictions so that you'll receive the most relevant advice enabling you to make appropriate decisions.

This is of particular relevance if you now have or are planning to acquire assets in other countries.

 

Copyright 2018 © Lombard Securities. All Rights Reserved.
Web Design Brisbane Website Design