Lee Clarke & Co
At Lee Clarke & Co our services are many and varied but our focus is simple – We generate wealth for current and future generations. We don’t profess to offer magic solutions to wealth management issues. What we do offer is years of knowledge, experience and good advice.
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What we stand for at Lee Clarke & Co

At Lee Clarke & Co we believe in simple things. Honesty, integrity, trust and hard work. They’re words that often are over used and under practiced . At Lee Clarke they form not only the core of our belief but the cornerstone of our service to you.

Creating real wealth and security takes time and must be planned. Our services are many and varied but our focus is simple – We generate wealth for current and future generations. We don’t profess to offer magic solutions to wealth management issues. What we do offer is years of knowledge, experience and good advice.

PRIVATE CLIENTS

 

We advise individuals, families and management executives on:

 

  • Tailored Investments
  • Self Managed Super Funds
  • Financial Strategy
  • Insurance
  • Portfolio Administration

CORPORATE ADVICE

 

We advise private businesses and listed corporates on:

 

  • Business Transactions
  • Employee Benefits
  • Corporate Superanuation
  • Capital Solutions

Lee Clarke

Why work with us?

  • We’re independently owned and hold our own Australian Financial Services License (AFSL 225486)
  • We have no institutional influence, ensuring our advice is free from product incentives.
  • Our key is in offering personal solutions – not products.
  • Our team are creative problem solvers each with unique experience and qualifications.
  • All advisers in the team are Certified Financial Planners.
  • Our boutique size allows us the luxury of really getting to know you and your needs inside out before any advice is given.

 

If you’d like to hear from any of our current clients, we’re more than happy to provide you with a client contact to share their experience with you.

Because sometimes you just need a bit of guidance to get you through.

Thoughts that inspire our work

Contact Us

Like to find out more about our services?
Contact us today and one of our team will guide you through everything you need to know.

Phone: (02) 4925 3800

Fax: (02) 4925 3811

Address: 24 Bolton Street Newcastle NSW 2300

Email: reception@leeclarke.com.au