Louise Lakomy - The Investment Series

"Financial advice is understanding a clients’ needs and objectives and tailoring solutions to be able to make a real difference to my clients’ lives."

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Financial Planning

Louise Lakomy

Louise is a Certified Financial Planner who also holds a Masters of Business Administration, a Graduate Diploma in Financial Planning, a Life Risk Specialist Designation and has recently completed the AICD company directors course.

In her current role as Director Louise advises individual clients, companies, institutional clients and trustees of superannuation funds by individually tailoring financial solutions to meet their specific needs. She takes a holistic approach to planning which ensures client objectives are consistently met. Louise was a member of the board of directors for the Financial Planning Association from 2008-2014. She currently sits on the board of the Financial Ombudsman Service (FOS).

Crystal Wealth Partners

Financial solutions should be transparent, personalised and needs driven without product bias or compromise. Crystal Wealth is privately owned and proudly so. It is not influenced through any institutional ownership arrangements to recommend or direct you towards any particular financial products. Only financial products that are determined by us to be appropriate for your needs will be recommended. Crystal Wealth Partners was established in 2011 with this objective in mind to better service the needs of Australian and International households. We provide personal wealth management and advice services to our clients on a fee for service basis across all levels of financial sophistication.

Lessons from this expert

Lesson types: Think like an investor

Master these tips to take control of your financial future

Louise Lakomy

With a little guidance from a financial planner, you can make decisions for your life based on what’s the best scenario for you in the long term, writes Louise Lakomy.

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Lesson types: Think like an investor

Are your finances keeping you up at night?

Louise Lakomy

Are you getting a good night’s sleep? Or are concerns about your finances and your future keeping you awake at night? Financial planner, Louise Lakomy, explores the main issues keeping Aussies up at night and what you need to do to ensure you rest easy.

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