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About

About LS Wealth Solutions

Who we are

LS Wealth Solutions is a financial education and coaching practice. We help Australian households look at the money they've built (property, shares, super and cashflow) as one picture, in plain English. The work is unhurried, and it's written to be read at the kitchen table, not pitched at you.

Why we built this

Most people in their fifties aren't short on information. They're short on someone who'll look at the whole thing with them. Your money tends to sit in four places: property, shares, super and cashflow. Almost nobody looks at all four together. The adviser looks at the bit they're licensed to sell. The accountant looks at the bit that lands in July. The mortgage broker looks at the bit with the loan attached. You're left to piece it together yourself, usually late at night, on a spreadsheet.

We built LS Wealth Solutions for the part that sits above all that: a plain, written, whole-picture view, with both of you in the room.

The team

We're a small team, on purpose. Good, considered work doesn't get better by adding more seats.

Lubos

Practice lead

Leads the practice, with one job in mind: look at the whole picture in plain English, with no product attached.

We also work with a network of licensed referral partners (advisers, accountants, mortgage brokers, solicitors). When the work calls for licensed advice we can't give, we'll name them, and we'll put any referral arrangement in writing first.

What we believe

Coaching, not selling.

A view that isn't trying to sell you something reads differently from one that is. We earn nothing from products, kickbacks or commissions. The only thing we're trying to be is useful.

Plain English, not jargon.

If something needs a glossary, it isn't plain enough yet. Everything we write is meant to be read in ten minutes, by both of you, without a finance background. Translating the jargon is our job, not yours.

The whole picture, not a single tip.

Your money is one picture, not four. A move in one part changes the others. We won't hand you a tip. We'll look at the whole thing with you, properly.

Who we work with

We mostly work with Australian couples in their fifties: kids almost grown, mortgage nearly paid off, super sitting where it landed years ago. People who've done the hard work and just want someone to look at the whole picture with them, in plain English.

Get in touch

Want to know more about how we work?

Get in touch. No obligation, no pitch.

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