I first became involved with Lanteri Partners 10-12 years ago when I was looking for someone to primarily help with my tax returns. I was also seeking advice on how to better position myself financially for the future, to have a more focussed and managed approach to building assets.
The fact that I am still a Lanteri client 10-12 years later reinforces the capabilities of Lanteri Partners have delivered on my expectations. In fact they have exceed these.
What I have found is that Lanteri Partners offer a very comprehensive range of services and capabilities that can address most peoples financial and investment needs. 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’s to create and structure solution to the individual needs of each client.
Equally important, I have found Lanteri’s leverage their capabilities with a high levels of service and client satisfaction. All in all I have benefited from their being readily available, responsive, capable and focused on my specific needs.
RE: Mr Michael Lanteri
It is my sincere pleasure, in writing this reference for Mr. Michael Lanteri.
I have known Michael on a professional basis for approximately five (5) years.
During this time, Michael has greatly assisted both my wife and myself with financial planning, taxation services, legal services and property himself.
In all these areas Michael has taken a very active and in most cases, personal role, to ensure our needs and requirements are met. We have the utmost confidence in his advice and direction.
During the last five years, I have seen Michael to be trustworthy, loyal and hard working and very responsible.
I can honestly say Michael is a unique individual, and by this I mean that Michael continues to be an entrepreneur in forward thinking, property purchase and wealth management.
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. The downturn of the share market has put Lanteri under extreme pressure, but they are working diligently to conserve our wealth with a portfolio that pays dividends and will regain the capital loss when the market returns.
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 ninety seven percent to our original investment. The second property was purchased eight years ago and this one achieved an additional return of forty percent 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.