Supporting Business Owners

At Lantern Advisory, we understand the limited time considerations and complexities of owning and operating a business, and how these may impact the personal financial affairs of its owner and family.

Many business owners perceive the bulk of their wealth is in their business, certainly their efforts can be. But personal wealth is also an extension of your business and the transferability of this over time enables future choice and reduction of risk.

Our goal is to create quality outcomes from a set of unique strategies. We are well-equipped & resourced to provide customized solutions to optimize your wealth and manage the risk of an unforeseen event.

We can manage your personal financial matters, allowing you the time to concentrate on the day-to-day running, management and growth of your business.

Our why is to guide successful business owners through wealth creation and protection alongside tailored succession planning strategies to support their future generations.

Wealth Strategies & Financial Planning

Lantern Advisory can provide support across the following areas:

Investment planning

Tax management and minimization

Debt Management

Pre-Retirement Planning

Small Business retirement strategy

Asset protection

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