Wealth Packages

Lantern Advisory provides you and your family with personalised wealth management, superannuation and insurance services to increase your wealth, secure your future and protect your assets.

Choose from one of three different service packages that best suits your life stage and appetite for financial growth.

Spotlight package

This package provides general advice to “light the way” around a specific financial ambition or to overcome a financial challenge in a given timeframe. This service is also an ideal starting point for motivated individuals who want to achieve their financial goals with an introductory approach. We provide you with a projection of your current position and a general discussion regarding your future options.

The Lantern Advisory Spotlight package includes:

  • A financial road map
  • Household budget
  • Financial projections
  • Summary and general advice

Enlighten package

This service is more involved than the “Spotlight” package with the addition of personal advice. It is ideally suited to investors with some experience and some accumulated capital. We provide you with personalised advice so you can establish a realistic wealth accumulation plan to achieve financial growth and meet your longer term financial goals.

The Lantern Advisory Enlighten package includes:

  • Wealth management plan
  • Ongoing advice
  • Regular reporting
  • Industry event invitations

Illuminate package

The Lantern Advisory Illuminate service provides a “bright way forward” for all your financial matters. It is designed to grow the wealth of busy business owners, professionals and their families while protecting your assets via customised insurance solutions.

The Lantern Advisory Illuminate package includes:

  • Wealth management plan
  • Personalised wealth updates
  • Ongoing advice
  • Regular reporting
  • Industry event invitations

Click here for a fact sheet on these different wealth packages. Or contact a Lantern adviser today for more information.