Your Insurance & Wealth Protection Experts

You may have insured your home, contents and vehicle, but have you considered insurance for your life, income and financial assets in the event of a serious illness or accident?

Insurance is a necessary part of any financial plan to protect your assets and ensure you continue to meet your liabilities, afford a quality lifestyle and protect your loved ones.

Lantern Advisory provides a wide range of insurance and wealth protection solutions for business owners, professionals and their families. We provide you with peace of mind and certainty at claim time that your insurance policies are appropriate for when you need them most.

Contact a Lantern Adviser today for more information.

James was able to secure a successful life policy claim for my daughter and I following the sudden and unexpected death of my partner. This involved proving to the insurer that the disclosures made at the time of application were true, and the insurer did not defer the claim process any further, especially during a difficult time. James dealt the insurer for a full and fair result and we are grateful for his services. I would have no hesitation in recommending James for financial services.
- Corina, Brisbane

Case Study

Insurance considerations have become increasingly complex following recent industry changes affecting costs, the ability to hold a policy due to increasing unaffordability and underwriting process. In 2019 – 2020 we have seen insurance premiums increase significantly rendering policyholders to query their value and role within a financial plan, in addition to consolidation among providers in the market. Correct structuring and ensuring cost does not affect your long term wealth and family goals are now relevant considerations.

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