Next Generation Financial Strategies is an independent firm providing comprehensive financial planning and wealth management services. Their mission is to help clients pursue their financial goals through a personalized and thorough process. They specialize in working with families and business owners, offering services that encompass investment management, retirement planning, and estate planning. The firm's advisors are affiliated with LPL Financial, a major registered investment advisor and broker-dealer, which provides the regulatory framework, technology, and research for their operations.

Founded in

Australia