Estate Planning

Future planning is integral to overarching strategies that Lanteri Partners develop for our clients.

Wills & Estate Planning

“Lanteri recently prepared wills and enduring powers of attorney for my wife and I. We had an excellent overview of what was involved with Michael Lanteri. The process was made easier, with Lanteri Partners managing our super fund.”

Wills and estate planning is a vital cog in a full financial strategy, but it’s an area people and organisations ignore. Complex personal and business arrangements, trusts, companies, directorship issues, extended families and international assets are all estate issues.

As a holistic practice, we know our client’s history, circumstances and goals, as we include taxation, superannuation, investment, legal and financial planning expertise into estate planning. Rest assured, your personal and business interests are fully protected.

Beyond standard estate planning, we ensure you understand the opportunities and implications of estate planning decisions. The result is a robust estate plan right for you, that stand ups to probate challenges.

Estate Planning services include;

Testamentary Trust Will
Enduring Power of Attorney (Medical)
Enduring Power of Attorney (Personal/Financial)
Superannuation Binding Beneficiary Notice
Change in Company Constitutions
Letter of wishes

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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