Retirement Planning

Retirement

Are you on track for a long and comfortable retirement?

Growth Investment Strategies

Investments

Are your investments doing what they should be doing?

Self Managed Superannuation Planning

Superannuation

How confident are you that you are doing the right thing with your superannuation?

Help With Financial Planning

Tax

Are you maximising your tax opportunities?

Income Protection

Risk Protection

Have you protected your most important assets?

Brisbane Financial Planners

Like To Know More?

Contact us today for help with your financial needs
Click Here

LJ Partners Financial Planners Brisbane

Our vision is to ensure that your personal financial goals are met through working with us on an ongoing trusted relationship.  We want to be your point of call when any financial decision needs to be made so that you make the best decision possible for you and your family.

Our Mantra

Accuracy       Integrity       Empathy       Character

At LJ Partners, we pride ourselves in delivering accurate, honest and helpful financial strategies to all our clients. We like to challenge our clients to pursue their goals and stay on track because we will celebrate together when we get there.

We want to make sure that your most important assets are well protected, growing in value and preserved in a tax effective way for your family’s future.

Who is LJ Partners

LJ Partners is a CBD based financial planning and investment advisory firm that focuses its delivery of quality advice to senior executives, business owners and high quality professionals of both public and private sectors. Our vision is to ensure that your personal financial goals are met through working with us on an ongoing trusted relationship.

We also partner and co-exist with an accounting firm called Lyons Judge. To view their website click here.


Read More

Why Us

We have a specific skills set and service offering which is tailored to the needs and lifestyles of:

  • Practitioners’ in various professions including lawyers, accountants, doctors, architects, engineers;
  • senior executives in public and private companies, the public service and academia; and
  • owners and proprietors of family owned businesses.

Our clients include partners and senior managers in various professional services firms including PWC, KPMG, McCullough Robertson and PPB Advisory. Our advisers, Lee Chan and Ian Bostock, have extensive experience in dealing with the partners and owners of professional services firms and have advised on the issues they face both within their own businesses and with their personal finances and investments.

Challenges our clients face

page_title_bg1

Time poor

Want to invest smarter

Demands the best expert advice

Simplify their finances

Want to find an expert they can trust


How we help professionals, senior executives and business owners

  • Administration of self managed superannuation funds eg preparation of annual accounts, tax return, minutes etc to comply with superannuation legislation
  • Superannuation contributions and withdrawal strategies at different life cycle stages
  • Alternative superannuation fund options to save and invest including public superannuation funds and self managed superannuation funds
  • Asset ownership, borrowing and investment structures which address the complex tax and asset protection issues faced by professionals in public practice
  • Mortgage broking through our referral partners
  • Advice and management of superannuation and non superannuation investments in ASX listed securities, managed funds and property which take into account your personal financial and lifestyle goals and risk appetite
  • Asset protection and estate planning strategies to ensure that assets end up when and where in accordance with your wishes
  • Personal risk insurance to ensure that you and your loved ones are protected from severe injury, illness or death.

Read More

Our Team

Lee-Chan-Financial-PlannerLee Chan – 07 3555 8138 Lee is a Chartered Accountant and was a Director in the Personal Tax Division at PWC where he started the firm’s Brisbane financial planning division before leaving in 2003 to start his own financial planning business. Lee has many years’ experience in providing personal taxation, financial planning and investment advice. Lee is both a director of Lyons Judge and LJ Partners Pty Ltd.
Read More

Ian-Bostock-Financial-Planner-BrisbaneIan Bostock – 07 3555 8146 Ian has been in the financial services industry since 2006 and specialises in advising on life insurance, superannuation and estate planning strategies. Ian previously ran his own financial planning firm for a number of years prior to joining forces with Lee at LJ Partners.
Read More

Lorraine Shimizu PhotoLorraine Shimizu – 07 30679186 Lorraine has been involved in the financial planning industry since 2009 and she believes in the importance of ongoing study and updating her skills to ensure she is always in a position to give the most thorough and up-to-date advice.
Read More

“We find out catch ups with Ian both enjoyable and valuable.  Knowing that Ian is monitoring our superannuation  has significantly alleviated our worries about our financial future”

Noel & Vivien Muller
Noel & Vivien MullerMiddle Park QLD

“Ian’s advice in the last few years has been invaluable and continues to help us learn about smart financial decisions that will work for our family and our future.  We have given many personal recommendations to friends, family and work mates for Ian’s services”

Karen McLauchlan & Brendon Albrecht
Karen McLauchlan & Brendon AlbrechtPetre QLD

“ I have known Lee Chan for over 10 years, during which time he has looked after my SMSF through good times and bad. I am very happy with the result and the approach Lee has followed. I consider Lee to be not only a very capable Financial Planner but also honest and trustworthy in all respects.”

Bruce Thompson
Bruce ThompsonProprietor, Axis Surveys

“With combined expertise in both accounting and financial planning, Lee Chan has been an invaluable source of advice for our financial affairs”

Dr Michael Gillman
Dr Michael GillmanMens Health Doctor

Investments

Investment styles continually change patterns and behaviour throughout the economic cycle.
Read more about Investing

Insurance

Income protection protects the most important valuables – you, your family and your ability to earn income.
More about Insurance

Retirement

More Australians are considering putting off their retirement and working for longer.
More on Retirement

The content of this presentation is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this presentation, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.