Lythgo Crew Wealth Management is a financial advisory firm focused on providing clients with:
Holistic Financial Planning advice incorporating Investments, Superannuation and Retirement strategies, Life Insurance and Wealth Protection.
Where appropriate, Financial Advice and Execution services in regard to Global Shares, Exchange Traded Funds (ETF) and Standard Margin Lending Facilities
Platform Trading Services
Where clients meet Wholesale or Sophisticated Investor status we provide advice for Individually Managed Accounts, a trading service whereby clients can take advantage of our extremely experienced investment team. The client will enter an investment management agreement with an associated trading mandate that fits their particular risk profile and objectives.
Lythgo Crew Wealth Management is a financial advisory firm
Lythgo Crew Wealth Management is strictly non custodial in nature and, as such, no client funds are held within Lythgo Crew Wealth Management. Client funds are held at large multi-national industry proven product providers in individually designated segregated accounts.
Company Details
- Employees
- 9
- Address
- Level 2 117 Mclachlan Street,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lcwm.com.au
- Keywords
- Fortitude Valley.
- HQ
- Fortitude Valley, QLD
Lythgo Crew Wealth Management Questions
Lythgo Crew Wealth Management's website is lcwm.com.au
Lythgo Crew Wealth Management's LinkedIn profile is https://www.linkedin.com/company/lythgocrewwealthmanagement
Lythgo Crew Wealth Management has
9 employees.
View email and phone details for 9
employees at Lythgo Crew Wealth Management.
Lythgo Crew Wealth Management's industry is
Financial Services
Lythgo Crew Wealth Management's top competitors are
Rivkin Finance,
Fortrend Securities Pty Ltd,
City Of Moreton Bay,
Kiwa | Compass Assurance Services,
Gunn Accounting Pty Ltd,
Little Boat Projects,
Rivkin Private Wealth,
Senex Energy,
Helia,
Hks Financial Planning.
Lythgo Crew Wealth Management's categories are Financial Services
