Prepare yourself and your family for life’s big moments.
Grow your wealth and take care of your future
Lanteri Partners is family owned and operated, so we understand the concerns and excitement you may have about wealth creation.
Whether you’re in the middle of your career and want to optimise your finances for retirement, or chasing the most up-to-date property market knowledge to invest, we’re ready to join your team ‘you’.
World-class funds management and bespoke support
You don’t have to make complex, day-to-day investment decisions by yourself. Our multidisciplinary fund managers bring decades of experience to your investment goals, walking alongside you every step of the way.
1. Your position
You’ll first meet with one of our fund managers to establish your goals and find the right approach. This includes reviewing your superannuation and any other financial assets you have or would like to explore.
Here’s how it works
2. Your goals
We’ll develop an investment strategy as part of your overall financial plan, making sure it's structured effectively for tax and other requirements.
3. Your future
Your fund manager will regularly review your investments and recommend timely adjustments so you can make confident decisions and take aligned action.
Your financial journey with us
It’s never too late to start investing or giving more attention to what happens in life after work. Here’s a snapshot of how our talented wealth managers can help you get ready for the different stages of life.
Investments
Explore a variety of convenient ways to invest outside of your superannuation, including individual portfolios and/or a company/trust.
We combine investment-specific analysis with a solid core market understanding to give you expert advice worth its weight in gold.
Our fund managers offer real-time monitoring on your investments so they can respond lightning fast to any fluctuations.
Superannuation and retirement
Let’s get you ready to truly enjoy living when retirement begins. We structure, monitor and manage your superannuation savings based on your own goals so you can tick off those ‘bucket list’ adventures later.
We make it happen by:
Administering and monitoring investment performance
Preparing financial statements, tax returns and regulatory reporting
Fund auditing
Determining contribution timing and amount
Setting up 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)
Establishing and managing your ongoing Pension in retirement
Managing external payments
Investment advice
Managing capital gains.
Become financially savvy
Stay on top of what’s happening in finance, superannuation and tax planning with expert insights on our blog. Read more of our Insights here
Your epic financial future starts today
Get in touch for a free, no-obligation advisory consultation to take steps towards a brighter financial future.