Supporting Pre-Retirees

With decades or more years of retirement ahead of you, ultimately your retirement lifestyle will reflect how well you have prepared. During these years you will need to consider how much you need and how to get there, are there suitable acceleration strategies, issues of health and debt reduction among other factors.

At Lantern Advisory, we believe in “being prepared”, and work with you to ensure you are in a secure financial position for later in life. We help in identifying and exercise appropriate strategies tailored to your circumstances, risk tolerance and support towards your financial objectives and goals.

Wealth Strategies & Financial Planning

Our team can provide support across:

Salary Sacrifice

Cash-Flow surplus allocation and deficit review

Formulation of strategy towards a goal

Financial modelling

Transition to Retirement

Asset protection


Risk adjusted investment planning

Lantern Alert

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