Financial Planner Profile

Name: Lawrie O’Neill

Qualifications: Lawrie have more than 30 years of experience within the Financial Industry and have been the Principal Consultant of my own successful Financial Planning and Mortgage Broking Business for the last ten years. I specialize in providing services to high nett worth clients, farmers and business owners, offering a broad range of services, including my expertise in Self-Managed Super Funds and Employee Share Option Schemes.

A distinguishing factor for Savanna Pride is that I also specialize in providing advice and financial services to elite, professional sports people, in partnership with Redhage Sports Management.

My approach to life, business and everything in between is motivated and driven by a positive attitude, adherence to lifestyle balance and sheds of energy. I live by the concept of ‘Pay it forward’ and have built Savanna Pride with these as our core values.

We are currently proud supporters of the Muscular Dystrophy WA and Sideffect Charities.

With a focus on lifestyle visioning, Savanna Pride offer our clients a range of diverse services, including Debt Management, Cash Flow Management & Budgeting Assistance, Insurance, Super Management &  Retirement Planning, Investment Advice, Estate & Succession Planning, Division of Assets (for example in the case of divorce), Financial Guidance after immigration and much more.

With our comprehensive group of reliable referral partners, there isn’t much we can’t help our clients with!

With every unique financial portfolio tailored according to the need of our individual clients, we are proudly assisting them to reach their financial & lifestyle goals through making what investments they have work harder and wherever possible, cost less, while providing excellent service and total peace of mind.

Documents:

  • Financial Services Guide
  • Financial Advisers Register

Financial Planning Services:

  • Superannuation
  • Retirement
  • Business solutions
  • Risk insurance
  • Saving for that special something
  • Managing your debt

  

  • Purchasing property
  • Estate planning
  • Relationship breakdown
  • Taking a redundancy
  • Inheritance
  • Family matters