Experienced Team Guiding Clients Through Complex Wealth Structures With Clarity, Strategy, and Long-term Financial Vision
Faye Longmuir and James Lobb form a highly experienced advisory team with over 35 years of combined expertise, delivering tailored, holistic wealth management solutions to their clients. Together, they partner with professionals, executives, business owners, retirees and pre-retirees looking to take the next step in their financial journey, to structure and manage their wealth. They specialise in navigating complex family structures, retirement planning, and investment strategies designed to build, preserve, and transfer wealth across generations.
By partnering with James and Faye on your financial journey, you will be able to leverage the Team's vast experience in financial services, with their wealth management offering including;
- Superannuation, and Self-Managed Superannuation Fund (SMSF) expertise
- Strategic financial planning
- Ongoing investment portfolio management
- Tax-effective financial strategies and tax relevant (financial) advice
- Stockbroking, direct equities, and managed fund advice
- Capital market placement opportunities (IPOs and capital raises)
- Intergenerational wealth planning
With client goals always front of mind, James and Faye are committed to building long-term, financially rewarding relationships. Their ability to simplify complex legislation and restructure financial positions empowers clients to achieve greater financial clarity and success.
Find out more:
Faye Longmuir
FLongmuir@cgf.com | +61 8 9263 1107 | LinkedIn
James Lobb
JLobb@cgf.com | +61 8 9263 1108 | LinkedIn