Consultancy Services

  • Budgeting
  • Debt repayment strategies
  • Cashflow management
  • Goal setting

This service is designed to help you get on track with the goals you want to achieve in life. Maybe you are struggling to keep to a budget, pay off some debt, paying too much fees or perhaps you want to sit down with an expert to help you plan your financial goals.

Lighthouse Wealth can sit down with you and help you take manageable steps towards your goals. You will walk away with a personal financial plan and know the steps you need to take. You’ll also have the option of regular reviews to make sure you are staying on track with 24/7 access to our market leading tools.

Want to know more?

We can offer a range of services to protect your wealth and help meet your business, investment and property goals.

Get in touch

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Cheques & Balances with James Blair & Michael Vincent.

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