Services

Platform Trading Services

Platform Trading Services

At Lythgo Crew Wealth Management we have partnered with an array of highly reputable, large institutional platform providers across the asset classes. We can arrange a platform that suits your investment profile, reporting requirements and most importantly the protection of your investment funds. The client will contract directly with the platform provider with Lythgo Crew Wealth Management providing advice and customer service only. As Lythgo Crew Wealth Management is non custodial by design all client funds will be held by the platform or service provider.

Financial Product Advice and Execution Services

Lythgo Crew Wealth Management provides expert financial product advice and dealing services across an array of asset classes and products including:

  • Life and Income Protection Insurance
  • Superannuation
  • Platform Services
  • Domestic and International Shares
  • Exchange Traded Funds
  • Deposit Products
  • Standard Margin Lending Facilities
Market Update October 29 2014

Our financial advisers bring years of experience to the table across the broad spectrum of advice and products that is Financial Planning. Whether it be Life Insurance, Income Protection Insurance or Superannuation investing across a range of global products Lythgo Crew will have an adviser to suit your profile and goals.

Where suitable we can provide advice on local and overseas Stocks and Exchange Traded Funds (ETF) through a number of market leading partners.