We succeed when our clients do too.
Funds under management
Financial Wellbeing Workshop
Wellbeing strategies are becoming commonplace, and financial wellbeing is a key component. Peace of mind around financial security will lead to improved workplace efficiency and productivity, better talent retention and engagement.
Absolutely unbelievable service from Andrew and Laura. They helped us buying our first home in what is a very difficult process to get your head around at times. Felt in such safe hands with them.
Ash was fantastic to deal with, a great communicator and always available to answer any questions we had in regards to our insurance needs. He made the whole insurance process very easy for us from start to finish.
We feel that this is the best money we have ever spent, James and the team have worked hard to give us a plan that sets us up for a secure retirement, with regular meetings to hold us accountable.
After listening to one of their podcasts, I reached out to get my life/income protection insurance sorted. Ash was super helpful throughout the process. I'd definitely recommend you reach out!
The whole team at Lighthouse have been amazing in servicing all my personal and business needs. The team are friendly, attentive, and focused on delivering the best financial solutions tailored to my individual circumstances.