Lantern Advisory provides you and your family with personalised wealth management, superannuation and insurance services to increase your wealth, secure your future and protect your assets.
Choose from one of three different wealth service packages that best suits your life stage and appetite for financial growth.
Spotlight Wealth Package
This package provides general advice to “light the way” around a specific financial ambition or to overcome a financial challenge in a given timeframe. This service is also an ideal starting point for motivated individuals who want to achieve their financial goals with an introductory approach. We provide you with a projection of your current position and a general discussion regarding your future options.
The Lantern Advisory Spotlight wealth service package includes:
Enlighten Wealth Package
This service is more involved than the “Spotlight” package with the addition of personal advice. It is ideally suited to investors with some experience and some accumulated capital. We provide you with personalised advice so you can establish a realistic wealth accumulation plan to achieve financial growth and meet your longer-term financial goals.
The Lantern Advisory Enlighten wealth service package includes:
Illuminate Wealth Package
The Lantern Advisory Illuminate service provides a “bright way forward” for all your financial matters. It is designed to manage the wealth of business owners, professionals, and their families while protecting your assets via customized insurance solutions and tax structures.
The Lantern Advisory Illuminate wealth service package includes:
