Lowe Lippmann Wealth Advisers

What Lowe Lippmann Wealth Advisers does

Lowe Lippmann Wealth Advisers is an independent, privately-held Australian financial advisory firm established in 1992, headquartered in Melbourne. The firm provides personalised financial planning services to individual and corporate clients, structured around a four-step process (Discovery, Design, Implementation, Ongoing Support). Core offerings include comprehensive financial planning, insurance advice, mortgage broking referrals, SMSF advisory, investment strategies, superannuation, retirement planning, wealth creation, and tax-effective structuring.

The firm holds its own Australian Financial Services Licence (AFSL No: 526748), which enables it to deliver product-agnostic, unbiased advice rather than being tied to any institutional product provider. The technology stack is minimal and serves as enablement rather than a differentiator: the firm operates a basic website with downloadable client questionnaires, risk profile tools, educational videos, and a secure file transfer facility. No proprietary financial planning software, robo-advice platform, or AI-driven tooling is evidenced.

The business operates on a professional services fee model. Revenue is generated from financial planning fees, with costs and scope of each engagement discussed with clients prior to commitment; no public pricing tiers are disclosed. The go-to-market is sales-led via direct advisory engagement, supported by content marketing (quarterly newsletters, market commentary articles), invitation-only educational seminars, and referral-driven client acquisition. The team consists of three certified financial planner directors/advisers (Darren Krawitz, Alex du Plessis, Daniel Weeks) and a consultant (Colin Hockley), with stated headcount of 1–10 including administrative personnel and external resources.

Name

Lowe Lippmann Wealth Advisers

Legal name

Lowe Lippmann Wealth Advisers Pty Ltd

Website

https://llwa.com.au

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

Lowe Lippmann Wealth Advisers is an independent, privately-held Australian financial advisory firm founded in 1992 in Melbourne, providing personalised financial planning, superannuation, SMSF, insurance, and wealth creation advice to individual and corporate clients.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742), Loan Brokers (6163)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Financial planning services
• Wealth management advice
• Retirement planning
• Self-managed super funds
• Personal insurance advice

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Financial Planning Fees: Revenue generated from providing financial planning services including strategic plans, investment advice, personal insurances, superannuation, retirement planning, and wealth creation. Each service and approximate cost is discussed with clients before commitment. The firm holds its own Australian Financial Services Licence and provides unbiased advice not bound to any particular product supplier.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Lowe Lippmann Wealth Advisers provides personalised, holistic financial planning and wealth advisory services to individual and corporate clients across Melbourne and Australia. Core offerings include full and limited financial planning, insurance advice, mortgage broking referral, self-managed super fund (SMSF) advisory, investment strategies, superannuation, retirement planning, wealth creation and management, and tax-effective strategies. The firm holds its own Australian Financial Services Licence (AFSL No: 526748) and delivers advice through a four-step Discovery–Design–Do–Ongoing Support process, charging service fees agreed with clients prior to engagement.

Product overview

Lowe Lippmann Wealth Advisers offers a comprehensive suite of financial advisory services structured around a holistic financial planning approach. The core offerings include Financial Planning, Insurance Advice, Mortgage Broking, SMSF Advisory, Investment Strategies, Superannuation, Retirement Planning, Wealth Creation and Management, and Tax-effective Strategies. These services are delivered through a four-step process: Discovery (understanding client needs), Design (creating personalized financial plans), Implementation (executing recommendations), and Ongoing Support (regular reviews and monitoring). Additional support tools include Educational Videos, General Calculators powered by ASIC's MoneySmart, and a Secure File Transfer facility. The firm operates with its own Australian Financial Services Licence and provides both full financial planning services and specific limited services according to client requirements.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service that delivers tailored solutions appropriate to clients' needs, objectives, and personal/financial position. Offered as full financial planning or specific limited services according to client requirements, structured to address investments, cashflow, personal insurances, pension planning, mortgage finance, superannuation, wealth creation, estate planning, liability management, and leasing.
• Insurance Advice Personal insurance advice covering income protection, life insurance, total and permanent disablement (TPD), and trauma insurance. Designed to protect families and financial well-being in the event of death, disability, or major illness.
• Mortgage Broking Referral services to preferred mortgage providers for personalised mortgage advice on residential, investment, and commercial loans, guiding clients from initial mortgage advice through to property settlement.
• SMSF Advisory Specialist self-managed super fund (SMSF) advisory services covering establishment, management, compliance, and strategy for SMSF trustees.
• Investment Strategies Specific advice on investment, saving, and accumulation strategies and products designed to meet clients' specific needs and objectives, with investment monitoring and ongoing portfolio reviews.
• Superannuation Advice Advice on superannuation as the primary structure for retirement savings, providing unbiased advice not bound to any particular product supplier.
• Retirement Planning Retirement planning strategies to maximise retirement funding through appropriate planning and structuring in the years before retirement, including transition to retirement pensions.
• Wealth Creation and Management Strategies to improve financial situations through efficient structuring and management of assets, liabilities, cashflows, and taxation efficiency.
• Tax-effective Strategies Tax minimisation strategies advice integrated across all financial planning and wealth creation services, addressing clients' tax position as part of the holistic plan.

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves3 records

Expansion highlights4 records

Broad incumbents

• Count Financial: Australian financial advice licensee network (part of the Count group) providing financial planning services through affiliated advisers — adjacent licence-based advice distribution comparable in regulatory model.
• AMP Advice: Australia's largest retail advice network with thousands of advisers across financial planning, superannuation, and investment platforms — broader incumbent with overlapping retail wealth services.
• Insignia Financial (formerly IOOF): Major Australian wealth management group operating advice, superannuation, and investment platforms (including Bridges, Shadforth under its portfolio) — broad incumbent in the same retail wealth advisory space.

Direct peers

• Shadforth Financial Group: Australian independent financial advisory firm providing holistic financial planning, superannuation, and wealth management services to individuals — directly comparable to Lowe Lippmann's model, scale, and target client base.
• Hewison Private Wealth: Melbourne-based boutique private wealth advisory serving high net worth individuals and families with financial planning, investment, and superannuation advice — closely comparable client segment and Melbourne geography.
• JBWere: Melbourne-headquartered private wealth advisory (now part of NAB's wealth business) providing tailored advice to HNW individuals and families — same geography and adjacent private client model.
• Morgans Financial: Australian wealth advisory and stockbroking firm offering financial planning, investment advice, and portfolio management to retail and HNW clients — comparable in service mix and Australian footprint.
• Bridges Financial Group: Privately owned Australian financial advisory firm offering financial planning, investment, superannuation, and insurance advice to individuals and families — comparable in scale, independence, and service breadth.
• Ord Minnett: Privately held Australian private wealth manager offering financial planning, portfolio management, and superannuation advice to HNW individuals — directly comparable independent wealth advisory model.

Others

• HUB24: Leading Australian investment and superannuation platform provider used by independent financial advisers — an enabling technology and infrastructure peer rather than direct competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/lowe-lippmann-wealth-advisers

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lowe Lippmann Wealth Advisers