Lighthouse Financial Planners

Lighthouse Financial Planners Making the right choices about your finances has never been more important. At Lighthouse we believe in total money management.

We provide financial planning services and advice to individuals, corporations and small and medium sized businesses. Our aim is to help you define and achieve your financial goals so you can live the lifestyle you choose. We specialise in providing advice to individuals in the areas of

- Advice
- Retirement Planning
- Wealth Creation
- Debt Reduction Strategies
- Superannuation
- Investme

nt Strategies
- Income Protection
- Life Insurance

For most of us the reality is that these areas are managed by separate individuals with little or no communication between them, resulting in gaps within your financial plan. Lighthouse brings these disciplines together to ensure your Financial Adviser helps you define and ultimately achieve your financial goals. When you’re unwell, you go to a doctor. If you have a complex legal issue, you seek legal advice. If your home needs renovating, you talk to a builder. When it comes to handling your finances and planning for your financial future, ask yourself: should you do this alone?

We are excited for the derby! Comment below which side you barrack for!
28/04/2017

We are excited for the derby! Comment below which side you barrack for!

What is financial freedom to you? Comment below!
14/02/2017

What is financial freedom to you?

Comment below!

See this Instagram post by • 15 likes

14/02/2017
08/02/2017

See this Instagram photo by • 1 like

03/02/2017

A big thank you and shout out to Snap Mandurah for helping us to create our new brand and bringing our vision to life!

From our logo to our new business cards and other stationery, Alan and Tahlia have gone out of their way to ensure everything is perfect down to the finest details.

If you are looking for a brand refresh for your existing business or need a helping hand to get your new business design up and running, head to Snap Mandurah.

Hello to our Facebook friends!As we enter a New Year, we at Infocus Mandurah and Rockingham have decided to re-brand our...
31/01/2017

Hello to our Facebook friends!

As we enter a New Year, we at Infocus Mandurah and Rockingham have decided to re-brand our business name to “Lighthouse Financial Planners”.

This re-branding has been initiated to better reflect the holistic services that our practice offers and delivers.

Please be assured the ownership has in no way altered with Geoff Rees remaining the Principal Financial Adviser and owner of the business.

Our Mandurah and Rockingham locations, together with our contact details remain the same other than a change to our email addresses and website which are outlined below:

Phone: 08 9582 9402

Address: 44 Peel Street, Mandurah WA 6210

Our satellite office in Rockingham will continue on a pre-booked appointment basis.

Email: Geoff: [email protected] / Nadene: [email protected]

Website: www.lighthousefp.com.au (coming soon!)

Another important discussion about insurance.Feel free to share this with any tradies you know!Please send us a message ...
21/04/2016

Another important discussion about insurance.

Feel free to share this with any tradies you know!

Please send us a message with any questions you may have.

Statistics show that tradespeople are three times more likely to suffer work-related injuries than any other occupation.

This week's topic is insurances.Do you really know what personal insurances you have? Do you know what your insurances e...
18/04/2016

This week's topic is insurances.

Do you really know what personal insurances you have? Do you know what your insurances even cover you for? Do you have your Life insurance beneficiary set up and is your Will updated?

These are questions that people commonly answer with a 'no'!

For an initial consultation to go over your insurances and to see exactly where you stand, please send us a message and we will book in an appointment that suits you.

One in five families are likely to be impacted by the death of a parent, a serious accident or illness that renders a parent unable to work.

It can - and does - happen to anyone at any age.What are you really protected for?Here are some extracts from the Zurich...
12/04/2016

It can - and does - happen to anyone at any age.

What are you really protected for?

Here are some extracts from the Zurich Income Protection and Trauma Claims Registers.

Source: Zurich Australia Limited

It's time to shift your stress from finances to footy!We hope your team wins!!Who do you support and what do you get mos...
08/04/2016

It's time to shift your stress from finances to footy!

We hope your team wins!!

Who do you support and what do you get most stressed over with your team? Leave us a comment below!

Address

44 Peel Street
Mandurah, WA
6210

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+61895829402

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