Financial Planning

The distinguishing feature of Lynch Financial Group is the tailored personalised service provided to our clients.

We provide these services in a way which involves our clients in the process and builds commitment to the outcomes.


Lynch Financial Group provides the following services:

Financial Planning

  • Wealth Creation and Debt Management
  • Retirement Planning &
  • Salary Sacrifice
  • Estate Planning

Investment Services

  • Managed Funds
  • Superannuation
  • Self Managed Superannuation Funds &
  • Direct Shares and Gearing


  • Life
  • Trauma
  • Income Protection &
  • Total and Permanent Disablement

Our aim here at Lynch Financial Group is to work together with you to establish, protect and grow your wealth. We are committed to providing the highest quality financial advice, delivering our services with a strong client focus and building client relationships based on integrity, commitment, transparency and excellent industry knowledge.

We believe the key to achieving long term financial wealth and security begins with building a strong financial foundation, just as the great pyramids of Giza are still standing today after 4,500 years because of their strong foundations. When building long term financial wealth and security, a strong foundation is no less important. It is never too late or too early to start to plan for your future.

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