Achieve your financial goals
With Tailored and Strategic Financial Advice
For over 30 years we have been providing a complete financial services solution for our clients.
As one of Melbourne’s most highly regarded and successful planning and wealth creation companies, we provide tailored and strategic advice to manage all financial opportunities and life stages. We build lifelong relationships on a deep understanding of our clients’ situation and goals.
Accounting & Taxation
Finding reliable accounting and taxation services is crucial for your financial success. Lanteri Partners offer expert assistance in navigating the complex world of accounting and taxation, ensuring that your business stays compliant with local regulations while minimising tax liability.
Contact us today to learn more about how we can help your business thrive.
Financial Planning
Financial planning is crucial to achieving your financial goals and securing your financial future. If you're looking for professional financial planning services in Melbourne, then look no further than our team of experts. We offer a range of services including retirement planning, investment advice, tax planning, and more
By working with us, you can rest assured that your financial future is in safe hands. So why wait? Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Private Wealth Management
Private wealth management services provide tailored financial solutions for high net-worth individuals seeking to preserve and grow their wealth. These services typically include personalised investment strategies, risk management, tax planning, and estate planning.
Our services help individuals optimise their investments and minimise tax liabilities, leading to potentially greater returns over the long term.
Estate Planning
Lanteri Partners offer comprehensive estate planning services that can help you protect your assets and ensure your loved ones are taken care of. We understand that estate planning can be a complex and emotional process, which is why we work closely with you to develop a tailored plan that meets your unique needs and goals.
Whether you need help with drafting a will, creating a trust, or managing your estate, our team is here to help.
Contact us today to learn more about our estate planning services in Melbourne and how we can help you secure your financial future.
Property Investment
Successful property investment requires an up-to-date knowledge of the market and access to specialist real estate, legal, finance and accounting services. Whether you're a seasoned investor or a newcomer to the property market, Lanteri Partners offer personalised services that are tailored to meet your unique needs.
Contact us today to learn more about our property investment services and how we can help you succeed.
Business Advisory
Our team of experienced professionals offer tailored advice and support to help you achieve your business goals. By taking advantage of their expertise in areas such as accounting, tax planning, and financial analysis, you can make informed decisions that will drive growth and profitability for your business.
Contact Lanteri Partners today to see how they can help take your business to the next level.
What Our Clients Are Saying
Insights
Each client is unique, our value remains consistent.
We take the time to understand your situation so we can build plans that meet your specific needs and aspirations. We then implement these plans with minimum hassle. We regularly assess and review your plan with you to ensure it reflects changes in the market and in your financial situation, lifestyle or goals.
Discover Your Investor Personality: What Type of Investor Are You?
Are you a conservative, balanced, or growth-focused investor?
Understanding your investment style is the key to making smart financial decisions. Take our investor quiz to find out where you fit, and start planning for a future tailored to your goals.