Insights
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 advice is driven by solutions not products and guided by the latest and most up to date information .
Subscribe to Lanteri Partners Insights to stay up to date with the latest news and industry updates delivered straight to your inbox.
Financial Planning: Expert Considerations for Retirement
Retirement planning steps will change throughout our careers. If you’re in your mid-30s to mid-40s and accumulating wealth with a view to retirement, it’s a critical time to think about your strategy and how much you’ll need to retire comfortably. While you still have many years to build up your retirement funds, making the right decisions now will help you maximise what you’ll get when it’s time to retire. In this article we will take a closer look at important retirement wealth factors to consider if you are in your 30s or 40s.
How To Tackle Rate Rises
The consistent rise of interest rates has become a significant cause for concern for many home owners. Small rises of a fraction of a percent can equate to an increase in additional expenses per a month, for many, this can really stretch the budget to anxiety-bursting levels.
May 2022 Newsletter
In this issue:
With the ATO having announced a more hardline approach to discretionary trusts, we detail some good news around the possible retrospectivity of their new approach.
Are you aware of the personal property security register?
In your May newsletter, we outline its importance and how it can reduce your risk of property you are thinking of purchasing being repossessed.
Bonus Articles
Please contact us for clarification, or further advice, regarding any of the topics covered in this newsletter.