Laura Dean Financial Solutions is a privately owned and operated Boutique Financial Planning Practice that is forging a reputation as an innovative and proactive practice.
The company was formed as part of the vision of it’s principals who recognized a major need and consequently an excellent opportunity in the real estate, share and Agribusiness markets to create a niche solutions for home owners and investors alike.
Laura Dean prides itself on creating the lifestyle you deserve with our successful Laura Dean Strategy.
Shares
In today’s volatile market experience counts. Laura Dean in partnership with Russell Investments has packages to suit every individual needs.
Established in 1936, Russell provides clients with access to a level of investment expertise that until recently was reserved only for the world's largest corporate investors. As the world's largest Multi-Manager they have over $200 Billion under management globally and provide advice on more than $1 Trillion of assets around the world. Through their extensive global research capabilities, they are committed to finding and selecting superior asset managers which they combine into portfolio solutions for our clients.
Benefits of Russell funds;
Access to sophisticated, professionally managed and well diversified investment portfolios.
Russell disciplined Investment Process.
Multi-manager portfolios ensure a greater consistency of returns, avoiding the peaks and troughs of single manager funds.
Access to the expertise of specialist investment managers around the globe.
Portfolios with built-in research, portfolio construction, and rebalancing expertise which ensures that portfolios are managed in the most cost effective manner.
Investment Property
Unlike many other House & Land Packages, each and every Laura Dean investment property is built ready to live in, our beautifully architect designed homes have been carefully selected for each particular lot reflecting the Queensland lifestyle with modern open plan living, our homes are constructed by experienced licensed local builders and are complete with luxury inclusions, smart floor and window coverings, quality kitchen appliances, lighting and smoke detectors.
Externally, all Laura Dean Homes include driveways, fencing, T.V aerial, air conditioning, alarm system, security screens & doors, clothesline and even the letterbox. All of our homes are completed with attractive landscaping making it perfect for the owner- occupier, investor and tenant alike.
All Estate sites we choose are selected carefully according to defined demographic criteria. They must be close to schools or universities, hospitals, shopping centers and transport.
Laura Dean Homes provides a fresh, modern and innovative approach to home ownership and investment opportunities.
Agribusiness
Agri Business investments underpin a majority of the Laura Dean wealth creation strategies. This investment sector has strong bi-partisan Government support from both sides of parliament. The goals of the sector are aligned with the goals of the Australian Government. Agribusiness provides a investment solution for client looking to minimise tax, clear bad debt and create wealth. At Laura Dean we have aligned ourselves with companies who have outstanding track records, long term supply and land agreements. This provides us with the comfort of knowing where our supply is coming from well into the future.
Director
Phillip Allen JP
Phillip commenced in the Finance Industry in 1978. In the early 1980's he established his own General & Life Insurance brokerage. During that time he maintained membership in the Life Underwriters Association (LUA) of Australia and the International Association of Financial Planners. He is currently an Associate Member of the Financial Planning Association of Australia.
Phillip has also been a Branch Manager with G.I.O.- establishing and successfully running their Shellharbour Office for 5 years. He has also been a Branch Manager for St George and Advance Bank, which involved full responsibility for all branch activities, including lending (application to issue of documentation) and account retention.
Phillips' financial planning background and genuine interest in mortgage elimination & wealth creation has allowed him an introduction to some of Australia's foremost Real Estate marketing groups, as their preferred source.
Phillip also helped establish First Pacific Finance and ARG Finance (National Residential Manager)-both Mortgage Originators.
Phillip currently holds a financial planning authority with Financial Planning Services Australia Pty Ltd. Along with fellow director Colin Worthy he has helped hundreds of people secure their future through a balanced approach to investing.
Phillip Allen is an Authorised Representative No 238571
On behalf of Financial Planning Services Australia Pty Ltd AFSL 225982 LDH Solutions Pty Ltd
ABN 27 117 473 382
OFFICE: Suite 1, 37 Shellharbour Road WARILLA NSW 2528
POSTAL: PO Box 501 WARILLA NSW 2528
Corporate Authorised Representative No 327706 of
Financial Planning Services Australia Pty Ltd
AFSL: 225982 ABN: 55 010 521 0810 www.fpsa.com.au
Director
Colin Worthy JP
Colin has over 25 years public service experience including that of Regional Manager for the Department of Social Security (now Centrelink) and has held management positions for over 14 years. Colin’s finance experience in the public service is extensive and includes overseeing all expenditure in the region with a budget of $30 million and managing local office annual salary and running costs budget of $3million. He was also responsible for the implementation and management of the Financial Information Service program for the Wollongong area.
Colin was also treasurer of the Berkeley Sports and Social Club (for 8 years), which is a community based club with an annual turnover of $6 million and responsibilities covered all financial aspects of the clubs operation.
Over the past 14 years both Colin & Phillip have successfully setup & run a large mortgage brokerage, financial planning practice and investment property business.
