Building lifelong relationships, one financial goal at a time.
Our Story
At Lanteri Partners, we're more than just a financial services company - we're a trusted partner in our clients' journeys towards achieving their financial goals. With over 29 years of experience, we've built a reputation as one of Melbourne's most highly regarded and successful planning and wealth creation companies. Our team of experts takes the time to understand each client's unique situation and goals, then develops personalized plans that cater to their specific needs.
Our Services
We offer a comprehensive suite of financial services designed to help individuals, businesses, and families achieve financial success. Our services include:
Financial Planning
Our financial planners have years of experience helping clients navigate the complex financial landscape and develop personalized plans to meet their unique needs. From retirement planning to investment advice, tax planning, and more, we're dedicated to helping our clients achieve their financial goals.
Private Wealth Management
Our private wealth management services provide tailored financial solutions for high net-worth individuals seeking to preserve and grow their wealth. Our team of experts offers personalized investment strategies, risk management, tax planning, and estate planning to help our clients optimize their investments and minimize tax liabilities.
Business Advisory
Our business advisory services are designed to help business owners in Melbourne improve their company's financial performance. Our team of experienced professionals offers tailored advice and support to help businesses achieve their goals, from accounting and tax planning to financial analysis and more.
Property Investment
Our property investment services are designed to help individuals and businesses navigate the complex world of property investment. From conducting thorough market research to providing ongoing support and advice, we're committed to helping our clients achieve their investment goals.
Estate Planning
Our estate planning services are designed to help individuals protect their assets and ensure their loved ones are taken care of. We work closely with our clients to develop tailored plans that meet their unique needs and goals, from drafting wills to creating trusts and managing estates.
Accounting & Taxation
Our accounting and taxation services are designed to help businesses navigate the complex world of accounting and taxation. Our team of experienced professionals stays up-to-date on the latest tax laws and accounting practices, providing comprehensive solutions tailored to each business's specific needs.
Insights
At Lanteri Partners, we're committed to staying at the forefront of industry trends and developments. Our insights section features the latest news, updates, and analysis on financial planning, private wealth management, business advisory, property investment, estate planning, and accounting & taxation.
An Outstanding Financial Partner
Comprehensive Financial Planning
The reviews highlight Lanteri Partners Group's ability to provide comprehensive financial plans that cater to individual needs, offering a balance of prosperity and long-term confidence. The team's expertise has helped clients navigate critical financial decisions, including transitioning from expatriate postings back into Australia.
Personalized Service
Clients praise the team's personalized approach, taking a genuine interest in their financial goals and providing detailed, informed responses to their queries. The reviews emphasize the team's down-to-earth nature, extensive knowledge, and fantastic communication skills.
Expertise in Wealth Management
Lanteri Partners Group is commended for their holistic approach to wealth management, offering a full suite of experts who work together to ensure clients are on the most effective path. The team's ability to review changes in clients' circumstances and make necessary adjustments has been particularly appreciated.
One-Stop Shop for Financial Needs
Several clients have praised Lanteri Partners Group as their one-stop shop for all financial planning needs, providing conscientious and adaptable services that cater to changing requirements. The team's expertise has helped clients reach their financial goals, and they are grateful for the support.
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