Newcastle Independent Financial Advisors for go-getters who want to make the most of life
The why behind Braeside Wealth
Braeside Wealth started because we wanted to provide real financial planning that looked past the numbers.
Financial planning that means we know the names of your pets and grandkids as well as your super balance.
Financial planning that celebrates your wins and hears about your holidays while helping your investments grow.
With backgrounds in large, faceless financial corporations, we knew we wanted to connect with and make a difference in our local community.
There's nothing better than sitting down with you, hearing your exciting plans for your life, and running the numbers that help you make those ideas a reality.
Boutique by Design
We purposefully work with a small number of clients so we can devote time and attention to the details, leaving no stone unturned and building long-lasting relationships.
We're part of your team, bringing additional value by helping you understand why things are important to you as an individual or a couple.
We offer a high-touch service, acting as your CFO at the centre of your financial life, whether you need a sounding board or have money questions big or small.
Truly Independent. No commissions, kickbacks, or surprises.
You can rely on us for recommendations that are truly in your best interests.
Holding our own financial services licence means we are not affiliated with financial product providers and do not receive commissions or kickbacks.
Our advice fees are transparent and quoted upfront, so you always know exactly where you stand.
Meet our team
Lance Swansbra
Principal Advisor
William Lucas
Advisor
Karlisle Morocco
Client Services
A BIRD'S EYE VIEW
"Braeside" was the name of Lance's grandparents' farm. As a young boy, Lance would often see hawks and other birds flying overhead.
This memory, along with many others involving this special place, is a large part of Lance's past. So, when it came to naming his business, it felt natural to carry the name into the future.
Braeside pays tribute to Lance's upbringing and the privilege of having a bird's-eye view of our clients' lives.
What to expect from Braeside Wealth
-
We dive deep into every aspect of your life, not just your finances. Getting to know every aspect of your financial life and what matters most allows us to connect dots even you may miss.
-
When money questions pop up, lean on us as your go-to sounding board for decisions big and small. We'll simplify complex topics and provide plain language peace of mind so you can actually sleep at night.
-
We collaborate with your professional network of accountants, solicitors, mortgage brokers and insurance advisors so everyone's on the same financial page - heading where you want to go.
-
Expect clear money talk minus the jargon. We break down strategies and plans in everyday terms so they're simple to grasp and manage.
-
We take our responsibility to our clients extremely seriously, but we also like to have fun along the way - whether it's with the team or our clients - we enjoy having a laugh.
-
We celebrate wins with you but also provide necessary nudges. Our regular check-ins ensure you stick to what you say is important.
-
Skip hidden surprises or product commissions. Our fees are quotes upfront and reflect your financial goals and the complexity of your situation.
IN THE COMMUNITY
