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How we work

How we work

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.

We don't sell products and we're not a sales desk. We coach, and we explain things plainly. If you need licensed personal advice, we'll say so, and point you to a licensed professional.

The method

The Considered Wealth Method™

The Considered Wealth Method™ is just how we think about a household's money. We put Property, Shares, Super and Cashflow next to each other, in writing, and explain in plain English what each one's doing. We review and educate on what you've already got. We don't recommend, sell, or steer you toward any product.

It's a way of seeing the whole picture together, instead of one slice at a time.

01

Property

The family home, any investment property, and what's owed, so the whole thing makes sense together rather than piece by piece.

02

Shares

What you hold in shares, ETFs and managed investments, in plain language: what you own, roughly how spread out it is, and how it fits a steady approach.

03

Super

Your balances, how super's invested, and how it lines up with the years either side of finishing work. A clear, written view of where it sits.

04

Cashflow

What comes in, what goes out, and what that needs to cover over time. Seen next to property, shares and super, this is usually where it all clicks.

How it comes together

We look at the four areas together, in writing, in plain English. One view, not four separate conversations. You end up with something both of you can read at the kitchen table, without a finance background.

What we don't do

We don't sell financial products, and we never have. No commissions, no kickbacks, no trailing payments of any kind.

If your situation calls for licensed personal advice, a specific product, or a transaction, we'll tell you plainly and refer you to a named, licensed professional. We put any referral arrangement in writing first.

A couple of common questions

Get in touch

Want to know more about how we work? Get in touch.