Founded by our Senior Planner Lynton Burgemeister in 1979, Prudent Financial Planning exists to help South Australians achieve their financial goals.

 

Lynton has 30 years experience in Financial Planning. He has held a variety of positions throughout the years enabling him to gather a wealth of knowledge. Lynton mainly advises individuals and their families, assisting them in identifying gaps in their planning and providing them with appropriate solutions on a wide range of issues. He explains and educates his clients using a "jargon free" manner helps them make better and informed decisions. Lynton also works with a number of business owners dealing with Risk & Succession Planning. He established his company Prudent Asset Management Pty Ltd in 1979.

Mission

We aim to provide personalised and responsible advice suited to your objectives and believe that sound advice and planning is the key to improving your financial position.

 

What we are about

At Prudent Financial Planning, we believe life is a journey worth planning for. We act as your financial mentor; taking a holistic approach about helping you make smart decisions about your money. My role as an adviser is to help you minimise your money fears and frustrations, and maximise your chances of financial success so that you have the choice and freedom to live your best life.

We do this by analysing your financial situation, and working collaboratively with you to set the best plan to achieve your life goals. We take a practical approach to the ongoing management of your financial affairs with regular contact and reviews ensuring your planning strategies are relevant as life evolves.

We support you through your life events, from starting a family to well into retirement and everything in between.

We help you make sense of your money matters, saving you time so that you can enjoy the things that matter most.

We leave you with a sense of accomplishment that you are now in control of your money matters and a fresh sense of wellbeing that you are securing your tomorrow.

 

Awards

Lynton Burgemeister has received many accolades over his career and has the following qualifications:

- Advanced Diploma of Financial Planning

- ASX Accredited Listed Products Adviser (ALPA) Program

- Securities Institute PS146 Statement of Compliance Generic and Managed Investments

- Dale Carnegie Training Certificate of Completion Dale Carnegie Course



Lynton Burgemeister is active within a number of Professional Associations:

- The Financial Planning Association
- CPA Australia
- Brand SA
- Business SA
- Adelaide Convention Bureau
- B Star (succession planning)
- SA Family Business Association
- Law Society of South Australia
- BEC
- Family Business Australia