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 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.
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:
Professional – Work with you in a professional, courteous manner
Integrity – Always working as a fiduciary, doing what’s right, before it’s expected
Communication – To work tirelessly to ensure you understand your plan and to find solutions which work for you
Relationship – Your success will depend on the strength of our relationship
Trusted Adviser – To always be by your side as your trusted adviser