Working together to build your financial future

About Us
About Us

We'll take the stress out of financial planning

We take the time to understand what is truly important to you and to understand your views and values before developing a plan.

Our mission is not only to give clients and their loved one’s peace of mind but the confidence that comes with financial security.

We understand the meaning of wealth goes far beyond money and so does our advice. We believe honesty truly is the best policy when it comes to both good and bad news and we will stand by you through thick and thin.

financial planning

Foundation

We take the time to understand what is important to you and your financial future
 

We work together develop financial goals and objectives for the short to long term and develop appropriate strategies that become the foundation towards building long term financial success.

Growth

Your financial road map
 

Building upon the foundations we turn your financial plan into a financial road map to your retirement goals.

We design our strategies that can be adjusted to reflect changing circumstances be these personal, economic, legislative or market-related.

Our strategies balance tax effectiveness with capital growth, income and expense requirements.

Protect

Protecting your wealth for current and future generations
 

We help you protect against the unexpected.

Whether that’s through managing portfolio risks, protection of wealth from a market or economic downturn, to protecting your financial position in the event of a death, serious injury or illness.

Working as one team

Working closely with clients’ broader partners, including accountants, solicitors and bankers.

Services

At LDM, our approach is to create holistic solutions uniting all financial related areas including:

BUDGET & SAVings

Debt Management

Investment Strategy & Management

Wealth Protection

Retirement Planning

Estate Planning

Superannuation Strategy & Management

Tax Effective Planning

SMSF

Our Team

We are here to help

Matthew Dargovic, principal partner at LDM

Matthew Dragovic ​

Principal Partner

With over a decade of financial services experience working for large institutions such as BT Financial Group and Westpac Private and Premium banks, Matt brings valuable experience and knowledge to his clients. While currently completing a Master’s degree in financial planning Matt had stepped out of the institutions and founded LDM Private Wealth to give balanced objective advice with care to his clients.

During that time Matt had been recognised for his achievements attending annual top 100 national financial planning conferences between the years of 2014 to 2018.

Matt’s interest outside of work is to spend quality time with his family and three young kids. Keeping fit and healthy and various outdoor activities is important as this keeps the balance in his life.

Contact Matt: matt.dragovic@ldmwealth.com.au

Melissa Dragovic, Office & Client Service Manager at LDM

Melissa Dragovic

Office & Client Services Manager

With over 15 years in the Financial Services sector Mel has had a variety of different engaging roles ranging from Paraplanning to Reporting Analysist across the top 4 Australian Banks.

Mel brings a great skill set with the ongoing management to ensure the smooth running of an office on a day-to-day basis.

Contact Mel: mel.dragovic@ldmwealth.com.au

Lauren Mushet, Client Services

Lauren Mushet

Client Services

Having a passion for helping people, Lauren’s goal is to one day become a professional Financial Adviser. She is undertaking qualifications in business management and advice.

Lauren is engine room of LDM Private Wealth. Supporting the advisers and clients to simply get the job done.

Contact Lauren: lauren.mushet@ldmwealth.com.au

Mailing List

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CONTACT US

We'll take the stress out of financial planning

(02) 8067 8369

Tower 3, Level 24/300 Barangaroo Avenue
Barangaroo NSW 2000

info@ldmwealth.com.au

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General Advice Warning – The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

LDM Private Wealth Pty Ltd (ABN: 98 630 176 582) is a Corporate Authorised Representative (AR#1273394) and Matthew Dragovic is an Authorised Representative (AR#1003251) both of Focused Financial Advice AFSL 286219.

© 2022 LDM Private Wealth Pty Ltd.