Achieve your goals with tailored & strategic financial advice
Over 29 years, providing complete financial services, we’re one of Melbourne’s most highly regarded and successful, planning and wealth creation companies.
We build lifelong relationships on a deep understanding of our clients’ situation and goals. Then, with every service under one Lanteri umbrella, all financial opportunities and life stages are managed.
Ground Floor, 1 Collins Street
Melbourne Victoria 3000 Australia
Call Us : 03 9650 3722
Financial Planning Melbourne
Financial planning is crucial to achieving your financial goals and securing your financial future. If you're looking for professional financial planning services in Melbourne, then look no further than our team of experts.
Our financial planners have years of experience helping clients navigate the complex financial landscape and develop personalised plans to meet their unique needs. We understand that every individual has different goals and aspirations, which is why we offer a range of services including retirement planning, investment advice, tax planning, and more.
By working with us, you can rest assured that your financial future is in safe hands. So why wait? Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Private Wealth Management
Private wealth management services provide tailored financial solutions for high net-worth individuals seeking to preserve and grow their wealth. These services typically include personalised investment strategies, risk management, tax planning, and estate planning.
With the increasing complexity of the financial world, private wealth management services can provide valuable expertise and guidance to help you make informed decisions about your financial future.
Our services help individuals optimize their investments and minimise tax liabilities, leading to potentially greater returns over the long term.
Business Advisory
If you're a business owner in Melbourne looking for expert guidance to improve your company's financial performance, consider the benefits of Lanteri business advisory services.
Our team of experienced professionals offer tailored advice and support to help you achieve your business goals. By taking advantage of their expertise in areas such as accounting, tax planning, and financial analysis, you can make informed decisions that will drive growth and profitability for your business.
With a focus on delivering measurable results, business advisory services in Melbourne can be a game-changer for any business looking to stay competitive in today's fast-paced economy.
Contact Lanteri Partners today to see how they can help take your business to the next level.
Estate Planning
Lanteri Partners offer comprehensive estate planning services that can help you protect your assets and ensure your loved ones are taken care of. We understand that estate planning can be a complex and emotional process, which is why we work closely with you to develop a tailored plan that meets your unique needs and goals.
Whether you need help with drafting a will, creating a trust, or managing your estate, our team is here to help.
Contact us today to learn more about our estate planning services in Melbourne and how we can help you secure your financial future.
Property Investment
Successful property investment requires an up-to-date knowledge of the market and access to specialist real estate, legal, finance and accounting services. Whether you're a seasoned investor or a newcomer to the property market, Lanteri Partners offer personalised services that are tailored to meet your unique needs.
From conducting thorough market research to providing ongoing support and advice, we're committed to helping you achieve your investment goals.
Contact us today to learn more about our property investment services and how we can help you succeed.
Accounting & Taxation
Finding reliable accounting and taxation services is crucial for your financial success. Lanteri Partners offer expert assistance in navigating the complex world of accounting and taxation, ensuring that your business stays compliant with local regulations while minimising tax liability.
Our experienced team stays up-to-date on the latest tax laws and accounting practices, providing comprehensive solutions tailored to your specific business needs. With our accounting and taxation services, you can focus on running and growing your business, knowing that your financials are in good hands.
Contact us today to learn more about how we can help your business thrive.
Finance
Access to finance plays a critical role in advancing both personal and business goals and building wealth over time.
For individuals, access to credit and other financial products can enable them to pursue educational opportunities, purchase a home or car, start a business, or invest in their retirement. Without adequate financial resources, individuals may find it difficult to achieve these goals, which can limit their potential for upward mobility and financial security.
For businesses, finance is equally important, as it enables you to invest in their operations, hire new employees, and pursue new growth opportunities. Small businesses, in particular, often rely on access to credit to fund their operations and expand their customer base. Without access to financing, many small businesses may struggle to survive or grow, which can have a negative impact on both the business owner and the wider economy.
Lanteri can guide you through the process of securing finance to achieve your goals.
Lanteri Webinar Access
View the latest Lanteri Partners Group Webinar with Michael Lanteri.
To gain access to these insights please enter your name and address on the right and you will be taken directly to the video presentations.
If you have any trouble viewing the video please contact us using this form.
Insights
Each client is unique, our value remains consistent.
We take the time to understand your situation so we can build plans that meet your specific needs and aspirations. We then implement these plans with minimum hassle. 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.
