Wealth creation and management
is achieved through a comprehensive
approach that considers all facets
of your financial life.

Wealth Management

Lanteri Partners Group builds and manages your wealth through a comprehensive approach that considers all facets of your financial life.

We offer a complete range of financial services for individuals and businesses, provided by our multidisciplinary team of specialists. We take time to understand your requirements so we can develop plans to meet your specific situation and aspirations.

Unlike many financial planning firms, Lanteri Partners Group is family owned and operated, so our advice is driven by solutions not products.

Wealth creation and management services include:

  • Strategic financial planning development, implementation and review
  • Superannuation, retirement and estate advice, planning and management
  • Property investment
  • Accounting and taxation
  • Shares and fund management
  • Finance broking and debt structuring
  • Expatriate services
Wealth Management Seminar

To learn more, attend one of our upcoming wealth management seminars

Seminar Details

"Financial decisions are not just transactions; they are decisions impacting on lives and lifestyles. Our plans are designed from the ground up to reflect your particular circumstances and particular goals."

Financial Planning

Your money should work for you so you can meet your financial obligations, needs and goals now and into the future. Financial Planning focuses on giving you financial freedom and peace of mind.

Our experts in investment, taxation, superannuation, property, accounting and finance bring their knowledge to each plan to ensure it is complete, strategic and considers all aspects of your financial future.

Financial planning services include:

  • Strategic financial planning development, implementation and review
  • Taxation and superannuation advice and management
  • Investment advice and management
  • Insurance and protection
  • Debt structure, finance broking and management
  • Retirement and estate planning

The steps to developing an effective financial plan

  1. Meet with you to discuss and understand where you are now and where you want to be in the future
  2. Create a plan and recommendations for achieving your goals
  3. Prepare a clearly written strategy setting out our recommendations, a plan of action, how each task will be implemented, when and by whom
  4. Review the strategy regularly and adjust as needed in response to changing market conditions, your financial situation and goals.
  5. Be available for you to contact us with questions at any time.
"Retirement is when you stop toiling and start living. We want you to be ready to enjoy it"

Superannuation and Retirement

Planning for retirement can begin on your first day of work or any time throughout your career. Regardless of the timing, superannuation offers an opportunity to be financially ready for life after work.

Lanteri Partners Group is one of Melbourne’s largest superannuation providers, managing more than 700 self-managed superannuation accounts.

Our retirement and superannuation planning and management services form an integral part of your overall financial planning and wealth management strategy. We ensure your superannuation savings are structured to suit your circumstances and goals. We monitor and manage your superannuation closely so it continues to offer you the best possible outcomes throughout your working live and into retirement.

Retirement and Superannuation services

  • Administering and monitoring investment performance
  • Preparing financial statements, tax returns and regulatory reporting
  • Fund auditing
  • Determining contribution timing and amount
  • Salary sacrifice, spouse splitting and co-contribution
  • Taxation structure, tax deductibility and gearing within superannuation
  • Moving assets into superannuation
  • Transfer of superannuation when moving jobs
  • Transition to Retirement Income Streams (TRIS)
  • Managing capital gains
"We know and continually assess Melbourne's property market to ensure our clients have access to the best investment opportunities"

Property

Property investment can be an effective way to create wealth over the long term. Investing successfully requires an up-to-date knowledge of the market and access to specialist real estate, legal, finance and accounting services.

Lanteri Partners Group has more than 25 years experience in property investment.

Our experience, our size and our networks mean that we have excellent access to new and proposed developments and are able to secure favourable terms and pricing for you.

Property investment services include:

  • Evaluate property investment as part of your overall financial plans
  • Recommend specific properties and developments based on potential for wealth generation
  • Prepare a comprehensive investment plan
  • Negotiate contracts
  • Arrange finance
  • Legal and conveyancing services
  • Arrange for an external consultant to complete defect inspections
  • Property management, including securing and managing rental contracts
To learn more about current development opportunities
Click Here
"With change and increasing complexity in accounting and taxation laws, practices and standards, it is vital to have the right advice. Lanteri Partners has the skills and knowledge to provide the best possible advice and service."

Accounting & Taxation

Professional and strategic accounting and taxation advice is critical to you making the most of your income today and building a foundation for investment and wealth into the future.

Lanteri Partners Group’s highly qualified staff are focused on understanding your needs and developing effective and compliant tax strategies.  We manage your taxation and accounting, preparing returns and reports, keeping relevant documentation and meeting critical deadlines.

Accounting and taxation are core competencies. Services include:

  • Preparation of budgets, cash flow statements, management accounting reports
  • Providing advice on accounting software and bookkeeping requirements
  • Personalised and business tax planning and accounting
  • Business structure advice for asset protection
  • Preparation of tax returns for all entities including individuals, trusts, partnerships, companies and superannuation funds
  • Preparation of all BAS, FBT returns and ABN applications
  • Advice for FBT, PAYG, payroll tax, workers compensation and superannuation obligations and requirements
  • Taxation services for expatriates
"Lanteri Partners Group has been managing investments for a diverse range of clients for more than 20 years. We consistently rank in the top quartile of fund managers. Our capital preservation and income generation model has achieved strong performance across a range of investments and market conditions."

Shares & Fund Management

The most effective investment portfolios are based on a true understanding of the market and the asset classes available, access to immediate information, analysis, action and advice.

You can trust that Lanteri Partners is investing wisely on your behalf. We have an in-depth knowledge of the investment market, supported by proprietary research tools and risk management processes developed over years of working in the industry. We have access to high quality, investment-specific analysis, we monitor the market in real time, and we respond quickly to changing conditions.

Shares and Fund Management services include:

  • Meeting with investment managers to establish goals and approach
  • Develop an investment strategy that is part of your overall financial plan
  • Ensure investment is structured effectively for tax and other requirements
  • Manage your superannuation fund assets
  • Regularly review your investments and recommend timely adjustments
  • Manage funds outside of superannuation
"We work on your behalf to find finance that is affordable and structured to meet your needs. We focus on solutions, not products."

Finance

Accessing finance can be the key to progressing your business and personal goals and building wealth into the future.

Finance National, a subsidiary of Lanteri Partners Group, has the experience, expertise and connections to give you access to personal and business financial solutions. We can access finance for purposes including home, investment and business loans, commercial or rural finance and motor vehicle or equipment finance. We deal with financial institutions every day. Our negotiating strength means we can secure the best possible funding arrangements for you.

Personal and business finance services include:

  • Review your financial situation
  • Recommend and secure appropriate and effective finance
  • Prepare a comprehensive finance brief
  • Manage the process from inception to settlement and beyond
  • Monitor and revise debt management as required
  • Liaise with financial institutions on your behalf

Expatriate Services

Your financial strategy shouldn’t stop because you move overseas. All our services are available to Australians living abroad. Lanteri Partners Group can continue to implement your plans and manage your finances, as well as take advantage of new opportunities that arise while you live abroad.

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