Design the life you want. We'll help you achieve it.
Who we are
Lehmann Financial Management is a unique financial planning practice built on a foundation of deep client relationships and personalized guidance. We work with individuals and businesses in the pursuit of financial wellness, helping them achieve their aspirations and safeguard their financial future. We pride ourselves on honest communication, transparency, and a collaborative approach to financial planning.
What we do
Our diverse team of experienced professionals offer a comprehensive range of services to cater to your individual needs. We work across all aspects of financial planning, including:
**Wealth Planning & Growth
- Developing tailored investment plans
- Succession and estate planning
- Business succession planning
- Tax optimization strategies
**Retirement Planning
- Comprehensive pension reviews and optimization
- Retirement account strategies
- Post-retirement planning
**Protection Planning
- Risk assessment and insurance solutions
- Estate planning and trust services
- Business continuity planning
**Financial Education & Guidance
- Financial planning workshops and seminars
- Personalized financial consultations
- Regular progress reviews and accountability
Our philosophy
We believe financial planning is more than just numbers and transactions. It's about understanding your aspirations, anxieties, and long-term goals. We take a holistic approach, considering your financial situation within the context of your life goals and values. We empower you to make informed financial decisions by providing clear explanations and comprehensive data analysis.
What sets us apart
Our team of certified professionals brings years of expertise and genuine passion to the table. We are driven by a deep desire to understand your individual situation and work alongside you to achieve your financial dreams. We are committed to open communication, collaborative problem-solving, and building lasting relationships with our clients.
Our values
- Client-centeredity: Your needs and goals are our top priority.
- Integrity: We adhere to the highest ethical standards and maintain transparency in all our dealings.
- Expertise: We stay updated with the latest industry trends and regulations to offer you the highest quality advice.
- Collaboration: We believe in working with you as a team to achieve the best possible outcomes.
Overall Experience
The reviewers had an overwhelmingly positive experience with Lehmann Financial Management, citing feelings of calm, confidence, and peace of mind after working with them.
Key Strengths
Expertise and Knowledge
Reviewers praised Harry Lehmann's professional and knowledgeable approach, stating that he is an expert in his field and provides invaluable advice.
Friendly and Approachable
The reviewers appreciated Harry's friendly and approachable manner, making the financial planning process easy to understand and accessible.
Holistic Approach
The reviewers appreciated Lehmann Financial Management's holistic approach, which considers the individual's life goals and priorities when providing financial advice.
Positive Outcomes
Reviewers reported feeling more confident in their financial security and opportunities, with some even feeling a sense of calm and peace of mind.
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