Part of your life,
not just your investments.
Strategic wealth advisors for a more secure future
To us, you’re an individual, not a number.
You dream of not only optimising your wealth now, but setting yourself up (and your family) for success long term.
Whether that’s growing your superannuation for retirement, buying a family home, or taking care of your children’s future, we’re ready to invest in you.
Who we work with and futures we help build
Typically, we support people who already have $100,000+ in investable assets – or are well on their way to it – across financial advice, accounting and funds management.
But no matter the goal or life stage, our wealth advisors are available to walk you through your options.
What we care about
Delivering tailored financial services
You deserve to live and retire comfortably.
That’s why we personalise our services to your specific dreams and goals.
Sharing professional expertise
Leverage our deep financial expertise for your gain.
Our wealth advisors know the rules, see the opportunities and capitalise on them.
Developing lifelong relationships
Above all, we care about you.
From ‘one day’ to ‘day one’ we’ll give honest advice, grounded in respect, on your wealth journey.
Meet Lanteri
Become financially savvy
Stay on top of what’s happening in finance, superannuation and the Australian property market with expert insights on our blog.
Your epic financial future starts today
Get in touch for a free, no-obligation advisory consultation to take steps towards a brighter financial future.