LarkSpur is a personal wealth advisory firm. We enable people at every stage of life to make smart, considered decisions about their financial wellbeing. We strive to be the trusted wealth adviser everyone deserves.
Ethical & fair
You pay to get the best advice for you, not to benefit us. That’s why we have a simple upfront fee-for-service model and pass on any commissions received.
It’s about you
Before we talk, we listen. We take the time to understand you and your situation, needs and aspirations.
We make it easy
We know good relationships are the basis of anything fruitful. We pride ourselves on being open communicators and will work with you, side-by-side.
Everyone can be better off
We’re passionate about ethical investments that don’t cost you performance.
We use a proactive approach to design and manage portfolios based on fundamental long term valuation analysis. We strive to avoid the inevitable market bubbles for our clients and to help them steer the right course in troubled times.
Every portfolio we build is designed for where you are in life, your goals and your ethical preferences.
We’ll help you review and improve your current financial position to meet your retirement goals. Including planning for superannuation, minimising tax and estate matters.
Starting with risk profiling and understanding your lifestyle goals, we design an investment strategy tailored specifically for you. Building wealth prudently and tax effectively helps you to become financially independent and provides a more financially secure future.
Most of us carry significant financial risk should the unexpected happen. We’ll help you work through a risk mitigation plan for greater peace of mind.
We’ll cover all areas of personal
insurance and we return
any commissions received
to ongoing clients.
LarkSpur Wealth Pty Ltd is an authorised representative of Personal Financial Services Limited, ABN 26 098 725 145, AFS Licence No. 234459, Level 10, 88 Phillip Street, Sydney NSW 2000. Disclaimer – The information in this website is general in nature and has been provided without taking into account your objectives, financial situation or needs. You should consider whether the information is appropriate for your situation prior to acting upon it. Personal Financial Services respects your privacy. Refer to our Privacy policy and Security policy for more information.
