Inside Braeside Wealth: A Conversation with Lance Swansbra – Retriever Services

Inside Braeside Wealth: A Conversation with Lance Swansbra

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In the heart of Newcastle, a beacon of financial independence shines brightly under the name Braeside Wealth. Founded five years ago by Lance Swansbra, Braeside Wealth stands as a testament to honesty, hard work, and a commitment to client-first service.

I had the privilege of sitting down with Lance Swansbra, the brains behind Braeside Wealth, to delve into the essence of the firm, its origins, and the philosophy that drives its success.

So who is Braeside Wealth?

Braeside Wealth is an independent financial advice firm based in Newcastle. What sets us apart is we’re 100% independent. We’re not tied to any banks or investment companies; our sole allegiance is to our clients. We prioritise their interests above all else, ensuring transparency and trust in every financial decision.

That’s commendable. And where did the name come from?

Braeside was the name of my grandfather’s farm, a place where I spent much of my childhood. He embodied integrity, diligence, and a dedication to doing what’s right. When establishing Braeside Wealth, I drew inspiration from his values, aiming to create a company that mirrored his principles.

It’s fascinating how personal experiences shape our professional endeavors.

Is it ever too late or too early to get financial planning support?

Absolutely not. Financial planning is relevant at any stage of life. While starting early yields compounding benefits, it’s never too late to seek guidance. Whether you’re on the brink of retirement or just beginning your career, strategic financial planning can pave the way for a secure future.

Wise words indeed.

What’s the best advice you’ve received, particularly in relation to your business?

The best advice I’ve received pertains to investment decisions. Trying to get perfect timing perfect can be a futile endeavor. Instead, focus on taking action when you’re financially ready. Waiting for the perfect moment often leads to missed opportunities. Seizing the moment ensures progress towards your financial goals.

Sound advice for navigating the unpredictable landscape of investments.

Now, a lighter note – camping or five-star luxury?

While I appreciate a bit of luxury, there’s an undeniable allure to camping. Immersing oneself in nature offers a refreshing escape from the daily grind. However, I wouldn’t say no to a five-star retreat now and then.

Variety is the spice of life, indeed.

And finally, a question close to your heart – who is the greatest New South Wales player to grace the ranks of the Canberra Raiders?

Ah, a tough choice, but I’d have to go with Laurie Daley. I was young at the time he was playing, but I always remember him giving his all for the Blue’s jersey and never taking a backwards step.

In wrapping up our conversation, Lance Swansbra epitomises the ethos of Braeside Wealth – a dedication to integrity, client-centric service, and a passion for excellence. With Braeside Wealth at the helm, clients can navigate the complexities of finance with confidence, knowing that their best interests are always at the forefront.

Lance is always happy to chat and see how he might be able to help:

Lance Swansbra, B.Com CA CFP®
Braeside Wealth
61 Stewart Ave, Hamilton South NSW 2303
02 4013 2966
www.braesidewealth.com.au

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