About Us

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Meet the Team

 

Our Journey

In 2005, Logic Finance was launched. Since launch Logic Finance has continued to grow exponentially including a restructure of the business to include Finance Strategic Advice and Property. Now being well known as Logic Wealth Group the company provides 3 core services Logic Finance, Logic Wealth Finance Strategic Advice and Logic Wealth Property. Our aim is to assist our clients in building their property portfolios by providing a complete integrated holistic approach.

 

Dedicated Advice Services

Logic Wealth Group providing a complete integrated approach, what does this mean?

Logic Finance assisting the every day mum and dad through to seasoned investors and professional business types we offer a vast range of financial services including: residential, commercial, business, equipment, SMSF, debtor finance, non-conforming and construction.

Logic Wealth Property understanding your needs and goals is of utmost importance and requires a dedicated property consultant. Our property consultant has years of industry knowledge and thrives to learn and assist with the correct information and knowledge required to achieve your desired results.

Alliance Partners as we want to make sure you are looked after throughout your property journey we have alliances with industry professionals that can assist in your other service requirements. These are professionals that our staff and advisers use personally so you can trust you are getting the right people for the right job.

With the approach of learning and understanding your current and future financial requirements we are able to individually assist each client with their financial goals and needs.

 

Knowledge, Understanding, Care

All Logic Wealth Group staff and advisers have many years experience in the industry and are qualified in their particular field holding all appropriate licences, memberships and insuarances.

non advice is a time of the past and we have never taken a “tick the box” approach with our clients. We take the time to understand your circumstances, current and future, making sure to provide advice that is suited to your individual needs, wants and goals.

You can be assured that between our wealth divisions your needs, wants and questions are all dealt with at top priority and all advisers and consultants work with synergy to achieve the results you want.

The Best Loan, Investment & Insurance Products…

The Best Property Choices!

Caring for our clients, understanding their situation and proposing what best suits their individual needs, is the key to our value proposition….

“Providing an ongoing professional and personalised financial and wealth creation services for investors which exceeds our clients’ expectations”

David Lipschitz, Manager.

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