Financial Planning for Individuals & Businesses

Your money should be working for you to meet your financial obligations, needs and goals now and into the future. Financial Planning allows both financial freedom and peace of mind.

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Or Call : (03) 9650 3722

Lanteri Partners offer a complete range of financial planning services for individuals and businesses, provided by our team of finance specialists. Unlike many financial planning firms, Lanteri Partners Group is family owned and operated, so our advice is driven by solutions not products. What’s more, we get to know your specific position, requirements and ambitions before developing tailored strategies to get you there.

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Financial Planning Services

“Financial decisions are not just transactions; they are decisions impacting on lives and lifestyles. Our plans are designed from the ground up to reflect your particular circumstances and particular goals.”

Your money should be working for you to meet your financial obligations, needs and goals now and into the future. Financial Planning allows both financial freedom and peace of mind.

Our experts’ collective knowledge of investment, taxation, superannuation, property, accounting and finance ensures every plan is complete, strategic and considers every aspect of your financial future.

Financial planning services include;

Strategic financial planning development, implementation and review
Taxation and superannuation advice and management
Investment advice and management
Insurance and protection
Debt structure, finance broking and management
Retirement and estate planning

Personal & Business Finance Services

“We work for your to find finance affordable and structured to hit your goals. Not products, solutions.”

Accessing finance is key to progressing business and personal goals and building your wealth into the future.

Finance National, a subsidiary of Lanteri Partners Group, has the experience, expertise and connections to your financial solutions. Home, investment and business loans. Commercial, rural, motor vehicle or equipment finance. Our negotiating strength will secure your optimal funding solution.

Personal and business finance services include;

Review your financial situation
Recommend and secure appropriate and effective finance
Prepare a comprehensive finance brief
Manage the process from inception to settlement and beyond
Monitor and revise debt management as required
Liaise with financial institutions on your behalf

Testimonials

Merryn H, It's Short & Sweet - Desserts and Specialty Cakes

Competent, reliable, professional and trustworthy. Highly recommended.

Merryn H, It's Short & Sweet - Desserts and Specialty Cakes

Josh W, Director and co-founder of EyeLevel Communications Pty Ltd

Meeting Lanteri was a breath of fresh air. Their unwavering commitment to their clients together with an obvious passion and flair for what they do makes it very easy to confidently follow their lead. Doing so saved us an extraordinary amount of time and turned what is often a complex and stressful process into an oddly enjoyable one. I would highly recommend their services and those of their supporting network.

Josh W, Director and co-founder of EyeLevel Communications Pty Ltd

John A, CEO at JJ Global Foods

Lanteri Partners Group has helped my buy a property in Melbourne as I live overseas. They did fantastic work here and are very detailed on their research and finding the right place at the price that you want. They are very professional and positive in their approach and I would highly recommend them.

John A, CEO at JJ Global Foods

Grant W, Director / Senior Auctioneer / Licenced Estate Agent hockingstuart (South Yarra) Estate Agents

I have worked extensively with Lanteri Partners Group assisting their clients achieve their investment objectives. At all times I have found them professional, diligent and to have a strong focus on their clients needs. Lanteri has become an important company to keep in contact with as my core business product is the perfect fit for their clients and their ability to build strong relationships on both sides makes them very well respected.

Grant W, Director / Senior Auctioneer / Licenced Estate Agent hockingstuart (South Yarra) Estate Agents

Darren F, Supply Chain and Operations Manager - Australia/New Zealand at Henkel Australia Pty Ltd

Lanteri acted as Buyer's Advocate on my behalf in the search for and purchase of a rental property in 2013. They were extremely professional throughout this process. They were knowledgeable, energetic, thorough, and committed to achieving results. During the negotiation and purchase phases, Lanteri put in extra hours, kept me informed, and delivered a very successful outcome.

Darren F, Supply Chain and Operations Manager - Australia/New Zealand at Henkel Australia Pty Ltd

Paul S, Portfolio Manager at Telstra

Lanteri Partners was fantastic to deal with as a buyers advocate. They were delicate enough for us to feel secure, but forceful enough to get us moving. He has a proactive approach and strong attention to detail on the follow through. They have been so thoughtful and thorough which made it so easy for us to gain enough comfort and understanding with the deal.

Paul S, Portfolio Manager at Telstra

Evan P, Account Director at FIS Australasia

My main dealings with Lanteri have been in their role as a buyers advocate. Throughout the process they was fantastic. They were patient, creative and committed - and they delivered. Their knowledge and experience were comforting. I would not hesitate to recommend Lanteri Partners.

Evan P, Account Director at FIS Australasia