Our clients come from diverse backgrounds and have individual and specific needs and aspirations. We work with them to understand their situation and provide the services and advice they need. Here some of our clients share their experience with us:
In 2003 Michael presented my wife and I with an extensive retirement financial plan. The plan considered our retirement income requirements and salary sacrifice to maintain our standard of living. As we were not experts in this field we were looking for a trustworthy firm to manage our affairs. We were impressed with the professionalism of the plan and the easy and approachable Partners and staff. We are very comfortable with the honesty of the firm shown by their due diligence in regard to the requirements of the legislation and the total transparency of all transactions in our portfolio. Lanteri Partners are approachable on all our finances both in and out of the portfolio and without question have assisted our children in purchasing their town houses.
This note is to thank you for your advice regarding the purchase of two properties several years ago, as you know we recently decided to sell the properties to assist with the funding of our forthcoming retirement.
It is almost ten years to the day since we purchased the first property, we have achieved an additional return of 97% to our original investment. The second property was purchased eight years ago and this one achieved an additional return of 40% on investment.
Of course in addition to the returns on investment there were the tax benefits, all of which has helped to fund our retirement and allow us to maintain a lifestyle that is satisfactory to us.
It is patently obvious that your skill and that of your staff in selecting, purchasing, and financing properties on behalf of clients has been and is absolutely first class.
We now go forward to the next phase of our lives knowing that you and your excellent staff will still provide assistance to us, ensuring that we will continue to enjoy our lifestyle.
Thank you once again for all your advice in the past and in anticipation of the help and advice we will receive in the future.
I first became involved with Lanteri Partners when I was looking for someone to help with my tax return. I was also seeking advice on how to better position myself financially for the future, to have a more focused and managed approach to building assets.
The fact that I am still a Lanteri client reinforces their capabilities. They have delivered on my expectations. In fact they have exceeded them.
I have found that Lanteri Partners offers a very comprehensive range of services. They have a truly end to end capability that covers financial planning, wealth management through accounting and tax advice, property, equities, retirement and superannuation expertise and services.
Instead of offering a range of ‘products’, I have found that these capabilities allow Lanteri to create and structure solutions to my individual needs.
All in all I have benefited from their being readily available, responsive, capable and focused on my specific needs.