Lanteri Partners Group

www.lanteri.com.au

Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth. We have achieved excellent outcomes for our clients for more than 29 years because we are lateral thinking, dedicated and experienced people. Our complete range of financial services are connected under one umbrella to ensure that all financial opportunities and all life stages are covered – so you can live and retire well. Our services include: • Financial Planning and Wealth Management • Shares and Fund Management • Property Investment • Personal and Business Finance • Superannuation and Retirement Planning • Accounting and Taxation • Business Advisory Services In financial services, one size does not fit all. We take the time to understand you so we can build plans that meet your specific situation and aspirations. We then implement the plan with minimum hassle to you. We regularly assess and review your plan with you to ensure it reflects changes in the market and in your financial situation, lifestyle or goals. Our advice is driven by solutions not products. Plans are based on a proven model of wealth creation and capital preservation and we use our own proprietary research tools and risk management processes to analyse investments and manage and monitor your portfolio. We stay focused on your goals and commit to providing honest and independent advice that is always in your best interests.

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Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth. We have achieved excellent outcomes for our clients for more than 29 years because we are lateral thinking, dedicated and experienced people. Our complete range of financial services are connected under one umbrella to ensure that all financial opportunities and all life stages are covered – so you can live and retire well. Our services include: • Financial Planning and Wealth Management • Shares and Fund Management • Property Investment • Personal and Business Finance • Superannuation and Retirement Planning • Accounting and Taxation • Business Advisory Services In financial services, one size does not fit all. We take the time to understand you so we can build plans that meet your specific situation and aspirations. We then implement the plan with minimum hassle to you. We regularly assess and review your plan with you to ensure it reflects changes in the market and in your financial situation, lifestyle or goals. Our advice is driven by solutions not products. Plans are based on a proven model of wealth creation and capital preservation and we use our own proprietary research tools and risk management processes to analyse investments and manage and monitor your portfolio. We stay focused on your goals and commit to providing honest and independent advice that is always in your best interests.

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Country

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City (Headquarters)

Melbourne

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Employees

11-50

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Founded

1992

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Group General Manager - Financial Planning and Superannuation

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Director

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****

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