Financial Advice That’s
Easy to Understand
LT Financial Advice is committed to providing quality advice that changes to meet your needs, whatever stage of life you are in. Conveniently located in Miranda, Sydney we have been providing easy-to-understand financial advice for over 20 years.
We Care About your Financial Health
Seeking professional advice is important for your future. At LT Financial Advice, you’ll receive easy-to-understand, individualised financial plans. We care about your financial health and the financial health of your family. We want to help you achieve your goals.
Advice and Strategies Tailored to Your Needs
Whether you want to retire comfortably, plan a holiday or grow your wealth – we give you financial advice without the jargon. Many of our clients describe us as approachable and ‘plain-speaking’ – this is important to us because we want our clients to understand exactly what we are doing for them.
“I would like to commend Linda for her patience, good sense and excellent advice in her role as my financial planner. Linda is always available and tireless in her efforts to answer in plain language any questions I may have regarding my current investments and future planning."-Janette
The Best Outcome from your Money
LT Financial Advice specialises in retirement planning and aged care. However, we also give advice on investment strategies, stockbroking, salary packaging and Centrelink entitlements. Read more on our services page.
Many of our clients are knowledgeable when it comes to their finances but simply lack the time or skills to put that knowledge into practice. Some are completely new to receiving advice. Whatever your situation, you can rest assured that with LT Financial Advice you are getting the best outcome for your money.
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Superannuation strategies
LT Financial Advice can assist in utilising superannuation strategies like salary sacrifice to achieve the right financial outcomes for your future.
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Retirement planning
Some say life only starts when you retire. LT Financial Advice can help you achieve the lifestyle you want in retirement. We also specialise in aged care and Centrelink entitlements.
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Investment strategies
Tax-effective investment strategies can help you save tax & increase your net returns. A tax-effective strategy is one that takes advantage of the many different tax breaks offered.
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Aged Care
We can help you decide on the most appropriate way to fund your aged care costs, help liaise with other service providers and maximise any government benefits, to name a few.
Linda is committed to building long-term relationships with clients by providing them
with appropriate professional advice and ongoing individually-tailored service.
“Linda exudes compassion and confidence in her dealings of professional help and advice. We consider ourselves extremely fortunate to not only know Linda but to also have her as our financial planner.”— Ken & Sandra
“Linda has extensive financial knowledge and has helped us receive excellent results from our superannuation funds.” — Pat & Ron
“Linda developed a superannuation plan which will enable me to retire at my chosen age with strong financial investments giving me the flexibility to enjoy my retirement.” — Samantha
Latest Financial News
Economic update and market wrap newsletter giving you a summary the previous months local and international economic highlights.