Your Wealth Management Partners

Managing investment risk is just as important as striving to achieve a reasonable rate of return on investment over time. It is ideal to develop a non-superannuation portfolio to establish another source of income and provide the flexibility of choice should something unexpected occur (e.g. loss of job, income, health).

Careful planning is required to ensure that your investment policy reflects your objectives, views and risk tolerance levels.

At Lantern Advisory, our qualified and experienced advisers can help you formulate an effective wealth accumulation plan aimed at achieving your personal goals.

Wealth Management Advice & Services

We believe in maximising your net cash flow to ensure your debts are manageable and that you have an effective investment plan. We consider your risk appetite and make investment decisions based on a tailored strategy while choosing the right structure for tax and asset protection purposes.

We are well equipped to help busy individuals identify appropriate financial strategies including:

Net Cash-Flow

Debt Planning & Reduction

Estate Planning


I have worked with Ian and James for several years and I am very happy with their wide range of services and recommendations to date. In particular they have assisted with my investments, taxation and estate planning.
- Sue, Brisbane

Case Study

More and more clients are establishing investment structures for growth, tax efficiency and income purposes alongside their superannuation, which is not accessible until 65 or retirement. The reasons include putting money aside for accessing later in life, unexpected changes, children’s education and their future independence and as a reserve for business expenses. Appropriate structures can enhance diversification, liquidity and tax savings, and generate a second income over the long term for family purposes.

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