Empowering you to live your best life, every step of the way.
At Lincoln Wealth Advisers, we believe that wealth is not just about accumulating wealth, but about living a life that truly reflects your values and goals. As a privately owned practice, we provide balanced advice that puts our clients at the centre of everything we do. Our team of experienced and ethical professionals is dedicated to providing you with personalized financial planning services that cater to your unique needs and aspirations.
Our Services
Our comprehensive suite of services is designed to help you achieve your financial goals, whether you're just starting out or nearing retirement. We offer expert advice in wealth creation, wealth protection, retirement planning, and business succession planning. Our goal is to provide you with a holistic financial plan that aligns with your values and goals, giving you the confidence and peace of mind to live the life you want.
Wealth Creation
We believe that money is a means to achieve your lifestyle, not an end in itself. Our team will work with you to identify your goals, create a tailored plan, and help you stay disciplined and focused on achieving your objectives. We'll help you navigate the complexities of investing, tax planning, and cash flow management, so you can focus on what matters most - living your best life.
Wealth Protection
Life is unpredictable, and unexpected events can derail even the best-laid plans. Our team will help you protect your family's future with a range of insurance products and strategies, including income protection, life insurance, and total permanent disability insurance. You can trust us to find the right solutions for your unique circumstances.
Retirement Planning
Dreaming of retirement? We can help you make it a reality. Our team will guide you through the complex world of superannuation, tax, and Centrelink, helping you create a sustainable retirement plan that aligns with your goals and aspirations. Whether you're just starting to plan or nearing retirement, we'll help you create a roadmap for a financially secure future.
Business Succession Planning
As a business owner, you've worked hard to build your enterprise. But what happens if something unexpected happens to you or a key partner? Our team will help you create a comprehensive succession plan, ensuring your business remains stable and profitable, even in the face of uncertainty.
Your First Appointment
Before your first appointment, we'll ask you to complete a budget and gather some essential information. This ensures that we can have a productive and in-depth first meeting. We'll review your entire financial situation, identify your needs and goals, and discuss whether a financial plan is right for you.
Testimonials
Don't just take our word for it. Our clients rave about our personalized service, expert advice, and commitment to their success. Take a look at what some of our satisfied clients have to say about their experience with Lincoln Wealth Advisers.
Our People
Meet our team of experienced and dedicated professionals, led by Nasser Zreika, our Director and Senior Financial Adviser. With years of experience in the financial services industry, our team is passionate about helping you achieve your financial goals and living your best life.
Professional Service
The reviewers have praised Lincoln Wealth Advisors and Nasser for their professional service. They have described him as direct, trustworthy, and professional. The reviewers felt that Nasser tailored his service to meet their individual needs, taking the time to explain everything clearly and making the process easy to understand.
Personal Experience
The reviewers have also praised Nasser for his personal approach. They felt that he was willing to take the time to understand their needs and provide tailored advice. The reviewers appreciated Nasser's patience and kindness, making them feel at ease throughout the process.
Reliable and Trustworthy
The reviewers have described Nasser as reliable and trustworthy. They felt that they could rely on him to provide sound advice and guidance. Nasser's follow-up and communication have also been praised, with one reviewer mentioning that it was a huge relief to have his income protection and life insurance sorted.
No Consensus on Rating
The reviewers have given varying ratings, with one 4-star review and four 5-star reviews. While there is no consensus on the rating, there is a clear agreement on Nasser's professionalism, personal approach, and reliability.
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