Lantern Advisory is an industry-recognised, boutique Financial Planning & Wealth Management firm based in Brisbane – owned and operated by two highly experienced financial advisers: James Cavanough and Ian Walker.
Established in 2013, our firm is dedicated to providing secure, holistic wealth advice and strategy to help you achieve your goals and aspirations. We focus on working collaboratively with our clients; ensuring a proactive, relationship-driven approach to your needs and a full understanding of your situation before providing tailored and measurable advice.
We work with you to develop a solid financial plan. We are able to manage all levels of your financial circumstances and provide scaled or limited advice as required, and showcase our commitment to deliver quality independent financial advice.
Together, we tailor appropriate strategies to suit your situation and execute them well, keeping you informed and in full control.
Our client-centric process is supported by long-term experience, suitable qualifications, research and service accountability. The team keeps to the forefront of industry trends and legislative changes, adhering to best-practice standards aimed at fully supporting your wealth management journey.