Invested for Generations How we work with QFVG members

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For Queensland fruit and vegetable growing families, wealth is more than financial. It is your land, your business, your legacy and the opportunities you create for the next generation. 

We're a privately owned, family business ourselves, so we understand what it means to build something worth passing on and we bring that same long-term thinking to families across regional Queensland.

Family advisory

Our dedicated Family Advisory team helps Australian families put real structure around succession and legacy, including:

  • Succession and governance planning
  • Wealth transfer across generations
  • Structuring, estate and philanthropy advice
  • Preparing the next generation to take on the reins
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Shaun McKnight

Shaun McKnight

Partner, Investment Adviser, Brisbane
Chris MacKenzie

Chris MacKenzie

Partner, Investment Adviser, Brisbane
Mark Powell

Mark Powell

Partner, Investment Adviser, Brisbane

Latest Observations

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Observation

The RBA holds: why inflation resilience remains an investment priority

In the latest Observation, we examine what the RBA’s decision to hold rates means for investors and why preparing for a world of higher and more variable inflation may matter more than forecasting the next move in interest rates.
Media

LGT Wealth Management Australia appoints Willem Strydom as new Chief Technology Officer

Podcasts

John Kerry on geopolitics, energy opportunities and the investment outlook

Special reports

Key scenarios driving our H2 2026 outlook

Our Australian heritage spans more than 85 years​

The continuation of the firm started by Sir Ian Potter in 1935​

Timeline of LGT Wealth Management's history from 1935 to 2022, tracing evolution from Ian Potter & Co. to Potter Partners, UBS Warburg, UBS Wealth Management, Crestone, and acquisition by LGT Group, highlighting key mergers and growth milestones.

Why choose LGT Wealth Management over our competitors?​

Circular infographic highlighting benefits of choosing LGT Wealth Management, including personalised reporting, holistic wealth management, global resources, product agnosticism, CIO access, institutional opportunities, heritage, and responsible investing.
Infographic titled 'Why choose us' showing six reasons to select LGT Wealth Management, including team-based support, integrity, proactive advice, personal investment, high-touch service, and access to a well-resourced advisory team.

We develop a solution tailored for your situation​

Our aim is to manage your wealth in the most tax-aware manner​

Infographic outlining tailored financial planning services, including investment structuring, asset protection, superannuation, estate planning, philanthropy, and insurance - designed to manage wealth in a tax-aware, personalized manner.

Contact us

More insights and observations

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