Your ability to earn an income is your greatest asset, so it makes sense to ensure that you're covered in times of hardship.Learn more about Insurance
Depending on your circumstances it may make more financial sense to lease your assets rather than buying and owning them outright.Contact us to learn more about Leasing
Selecting a finance option that's right for you has the potential to save you thousands of dollars over the term of the loan.Learn more about Mortgage Broking
Please note that our offices continue to operate with our staff working both remotely and on certain days in the office. Please continue to contact us via telephone and/or email and we will respond accordingly.
Please also note that our offices will be closed for the Easter & Passover holiday period from Thursday 9th April to Thursday 16th April and will re-open on Friday 17th April.
We are committed to empowering and helping you to make smart decisions with your money. By challenging your today we will redefine your future.
Established in 1992, Lowe Lippmann Trakman Financial Services aims to provide individual and corporate clients in Melbourne and all across Australia with high quality, personalised financial advice and services, covering all aspects of financial planning.
Our services are structured to provide clients with a tailored solution that is appropriate to a client’s needs, objectives and personal and financial position. We therefore offer full financial planning services as well as specific limited services according to your requirements.
Do you have a ‘Safety Net’ for your family and yourself in the event of death, disablement or major illness? Will your surviving spouse be able to clear any debt and secure a future income stream to support your family? Should you become disabled, either through sickness or injury, will your family be in a position to maintain their lifestyle?
Every loan is different and a tailored solution is essential. There are many steps in the loan application process which can make borrowing money for a home or investment property a daunting task. We are with our clients from the initial mortgage advice right through to the settlement of the property.
Each sole trader, business or corporation is different and therefore has different finance requirements when looking for additional capital. We have a referral arrangement in place that will source the most competitive rates for each client and ensure that the finance process is completed as quickly and efficiently as possible.