Your Trusted Financial Advisors

For many individuals and business owners, successful financial management is considered one of the critical components in achieving your short & long-term financial goals. As part of this journey, receiving tailored advice relevant to your circumstances is essential – regardless of age or ‘life-stage’.

Throughout your lifetime, you will be presented with a number of important decisions to be made at an individual-level, as well as those that involve your immediate family or business.  Core life events such as a new career, marriage/divorce, purchasing/selling a home, becoming a parent, or considering retirement are all significant decisions – where a true understanding & education on your personal finances will provide clarity and peace of mind.

Across our firm’s history, our Advisory team has worked collaboratively with clients at all major stages of their “life journey” – understanding their desired lifestyle outcome, alongside wealth accumulation and management aspirations.

Lantern Advisory’s philosophies and bespoke, relationship-drive approach allow our team to develop a deeper understanding of an individual’s circumstances; counselling clients to help achieve sustained financial prosperity.

Brisbane financial advisors

Services

Our Financial Advice service offering includes:

Superannuation Strategies

Tax Strategies for Retirement

Retirement Planning

Tax Planning

Investment Strategy and Advice

Australian Direct Share Investment

Estate Planning

Self-Managed Super Funds (SMSFs)

Life & Income Protection Insurance

Asset Allocation

Financial Structures

Cash-Flow Planning

Suitability & Managing Debt

Lantern Alert

Sign up to receive free financial updates

Contact Lantern Advisory for professional, tailored advice