Wealth Creation
To maximise your income, you must utilise the wealth you already have. Your options are numerous and varied – regardless of your goals or circumstances, our experienced team will develop a customised strategy and plan for you.
We take a holistic approach to your situation and collaborate with reputable experts to help you achieve your lifestyle goals. Planning your finances to increase your wealth at each point of your life will allow you to live the life you want and leave a lasting legacy for your loved ones.
BDH Leaders provides the following advantages:
- A comprehensive wealth-building plan that stands the test of time.
- Tax-efficient investments that are best suited to your overall needs
- An affordable, quoted and fee-based service, with no hidden costs or fees.
- Online access in all asset classes to the performance of your assets.
- All your financial transactions are handled in one location by a consultant who knows your financial condition and problems.
How Can We Help You?
Our wealth division, BDHL Wealth, provides an extensive service that considers all your financial businesses – savings, risk management, taxation, estate planning, retirement, cash, trusts, and wills – as trained and wealth-management accountants.
You will collaborate with them and help them understand your situation and priorities, and then our team will devise the best plan for achieving your objectives.
We can create a comprehensive solution for you by leveraging our expertise in:
- Strategies for generating wealth, such as gearing
- Retirement planning that includes all types of income streams
- Planning an estate
- Budgeting for investments
- Superannuation planning and administration for individuals and businesses
- Self-managed superannuation funds.
- Portfolio management is in progress.
- Fixed-income investments and managed investments
- Strategies for tax planning
- Products and strategies for wealth protection
- Planning for Succession
Our wealth division, BDHL Wealth, provides an extensive service that considers all your financial businesses – savings, risk management, taxation, estate planning, retirement, cash, trusts, and wills – as trained and wealth-management accountants.
You will collaborate with them and help them understand your situation and priorities, and then our team will devise the best plan for achieving your objectives.
We can create a comprehensive solution for you by leveraging our expertise in:
- Strategies for generating wealth, such as gearing
- Retirement planning that includes all types of income streams
- Planning an estate
- Budgeting for investments
- Superannuation planning and administration for individuals and businesses
- Self-managed superannuation funds.
- Portfolio management is in progress.
- Fixed-income investments and managed investments
- Strategies for tax planning
- Products and strategies for wealth protection
- Planning for Succession
Strategic, holistic advice tailored to your personal needs:
Louise Lakomy is the Principal of BDHL Wealth. Louise is a seasoned financial planning professional with over 20 years of experience. She provides tailored financial solutions to individuals, companies, institutional clients, and superannuation fund trustees.
Louise’s extensive expertise is highlighted by her six years on the Board of the Financial Planning Association of Australia (FPA), where she received both the FPA Distinguished Service and Fellow Awards. She has also served as a Director of the Financial Ombudsman Service, was a finalist for Financial Planner of the Year in the 2015 Women in Financial Services Awards, and has been a board member of FASEA.
Get in touch with Louise.
BDHL Wealth is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The information on this web page is not financial product advice and is provided for information only. For more information, visit the General Advice Disclaimer, Terms and Conditions and Count AFSL Complaints Policy