Lawrance Private Wealth is a boutique, independent financial advisory firm based in Canberra and Dubbo, serving high-net wealth individuals, families, senior executives, business owners, and 'For Purpose' entities. We believe in building deep, meaningful relationships with our clients, and providing tailored, strategic investment solutions to help them achieve their financial goals and aspirations.
Our Approach
We take a holistic approach to financial planning, considering your entire financial situation and aspirations, to develop a tailored plan that aligns with your unique needs and circumstances. We work with you to:
- Define your goals: We will help you articulate your financial aspirations and identify potential roadblocks.
- Assess your current financial health: We will provide a comprehensive analysis of your financial situation, including investments, debts, and assets.
- Develop a bespoke plan: We will work with you to create a tailored plan that outlines specific steps and strategies to achieve your financial goals.
- Implement and monitor progress: We will regularly review and adjust your plan to ensure it remains aligned with your changing needs and circumstances.
Our Team
Our experienced and passionate team consists of qualified professionals who are dedicated to providing personalized, holistic financial advice.
- Adam Lawrance: Founder and Director - With a deep understanding of investment strategies, progressive investment selection, and portfolio construction, Adam ensures our clients achieve optimal outcomes.
- Sam Colman: Director - With expertise in strategic planning and a compliance-driven approach, Sam delivers tailored solutions to complex financial challenges.
- Joseph Hoey: Senior Associate - Building on his background in accounting and secure wealth transfer, Joseph empowers clients with comprehensive financial guidance.
Our Values
At Lawrance Private Wealth, we are driven by:
- Client-Centricity: We prioritize your needs and goals, placing your interests first.
- Integrity: We adhere to the highest ethical standards and maintain transparency in all our dealings.
- Professionalism: We are committed to providing meticulous research, insightful analysis, and tailored solutions.
- Sustainability: We advocate for responsible investing and financial planning that considers the broader impact on society and the environment.
Professional Reputation
The reviewees have received high praise for their professional approach to business. Robert Peters commends them for being "extremely professional in the way they do business", despite not taking on new clients at the moment. Peter Roberts also notes that he had a "comprehensive discussion" about his situation and options.
Comprehensive Guidance
The reviewers have also highlighted the comprehensive guidance they received from the reviewees. Peter Roberts mentions that his situation and options were thoroughly discussed, and Financial Advice Shop reinforces this by stating that the team will "do everything they can to make your success a reality".
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