Lakeside Financial

Financial ServicesVictoria, Australia11-50 Employees

Lakeside Financial is a boutique financial services firm based in Brighton, Victoria. It provides specialist advice across discrete disciplines, including personal risk insurance, lending, financial planning, wills and estate planning, and accounting. The firm emphasises a holistic approach, coordinating these services to help individuals and businesses grow and protect their wealth through multiple pathways to financial security. The structure relies on dedicated professionals in each area to ensure focused, expert guidance.

Founded by Ross Hennig more than twenty years ago, Lakeside Financial operates under the Pareto Group licence for financial planning, superannuation, investment, and personal risk insurance, while other Lakeside professionals handle lending, wills and estate planning, and accounting. The practice serves clients in Australia, positioning itself as a specialized, multi-discipline advisory firm within the financial services industry.

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