Our Mission

To inspire our clients to pursue True Wealth through education, communication and service, which exceeds their expectations. Using a combination of comprehensive financial planning, investment management and coaching.

We have been serving affluent families, business owners and executives since 1995.

We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted adviser by sharing our professional knowledge, transparent insight, integrity and personalised investment management service with you.

Our Approach

Our approach extends beyond traditional financial advice. We educate and inspire you to pursue the life you desire. After we establish your lifestyle goals, we create a bespoke plan to organise your financial resources, so you can achieve them.

As an independent firm, you can take comfort in knowing our recommendations are unbiased and always aligned to your best interests. We focus on minimising risk and appreciate that things can, and will, change over time.

The entire team at Lexington will work in partnership with you, communicating regularly throughout the year. We never make a recommendation then walk away; our communications and review service will ensure you remain on track.

 

Lexington Wealth’s Core Values

At Lexington Wealth, we stay true to our core values, mission and vision so you can benefit from our loyal commitment to execute on your needs:

Socially Responsible – To consider the broader impact of our decisions both on the environment and society.

Integrity – Always working as a fiduciary, doing what’s right, before it’s expected.

Professional – Ensure we always work with each other in a courteous, professional manner.

Communication – To ensure our communications are clear and we know you as a person.

Trusted Adviser – To always be by your side as your trusted adviser when you need it the most.

 

FIND OUT ABOUT OUR TEAM      FIND OUT ABOUT OUR ENVIRONMENTAL POLICY