Are you struggling to work out how to manage and plan your finances?
Our experienced financial planners can help you plan for tomorrow, today.
Foothills Financial Planners don’t just focus on what you need now – they will help you build, manage and preserve your wealth.
Your initial meeting with one of our experienced Financial Planners in Lilydale (Melbourne eastern suburbs) is complimentary and free from commitment.
Your Financial Planner will gather information on:
your personal and financial situation
your goals and objectives
your personal risk tolerance
Foothills Financial Services (AFSL: 451 350) is located in Lilydale and has been operating since 2008. In March 2014, Foothills Financial Services obtained its own Australian Financial Services Licence (AFSL).
Foothills Financial Services, Lilydale is committed to always acting in your best interests.
We’re passionate about helping guide people through the complex financial world we live in.
Getting the right advice can make a difference to your personal situation – no matter what stage of life you’re at.
Our Financial Planners are highly qualified and committed to ensuring we deliver the best advice to every client in every situation.
Saving for your first home and other financial goals
Protecting your family with insurance
Protecting your lifestyle
Investing for Wealth Creation
Superannuation & Retirement Planning, including Self Managed Super Funds
Investment of Inheritance
Business Succession Planning
Meeting your income needs
Preserving your capital
Centrelink Age Pension
Aged Care Planning
Lincoln is the Executive Director of Foothills Financial Services and hhg foothills Accounting & Tax Services. Lincoln’s career spans over 20 years in Financial Services, having worked in Corporate & Institutional Banking and Mergers & Acquisitions in Melbourne and Sydney markets as well as having been a Financial Planner since 2006. Lincoln now focuses on investment planning and strategies for our clients. Lincoln’s passion is Equity markets, with a focus on the ASX Top 200 Stocks.
Lincoln’s qualifications include; Bachelor of Business (Accounting), Masters of Business Administration, Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Services (Financial Planning), Graduate Certificate of Tertiary Teaching & Learning, Graduate Certificate in Financial Services and completed the FASEA Advisor Examination. Lincoln is a member of the NTAA, IPA and AFA.
The initial meeting with one of our experienced Financial Planners is complimentary and free from commitment. Your Financial Planner will gather information on your personal and financial situation, your goals and objectives and your personal risk tolerance.
Following the initial consultation, your Financial Planner will assess your financial situation and formulate some strategies to assist you in meeting your financial goals and objectives. For more complex scenarios, you may be required to meet with your Financial Planner for a second meeting, for more in-depth discussions.
We will then prepare a written Financial Plan (Statement of Advice) which will contain detailed recommendations and strategies on how you can improve your financial situation and achieve your financial goals.
Once you have reviewed our recommendations and agreed to proceed, we will assist you in implementing our recommendations. We will prepare all the necessary paperwork, ensuring the process is as simple and stress free for you as possible.
If you have subsequent advice and service needs, you may like to consider entering into a 360 day Fixed Term Agreement with us. We will meet with you at least once per year and assess how you are progressing towards your financial objectives. It’s our aim to build strong relationships with our clients, to assist them with achieving their financial goals, now and into the future.
Lincoln Holland Pty Ltd trading as Foothills Financial Services
ABN: 28 130 616 803
AFSL: 451 350
17 MAROONDAH HWY, LILYDALE, VICTORIA, 3140
PO BOX 887, LILYDALE, VICTORIA, 3140
(03) 9739 40771300 296
General advice warning
The information on this website is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.
Copyright © 2021 HHG Foothills - All Rights Reserved