Our business model is to keep our practice small and manageable, with a focus on quality clients who have life aspirations that they wish to fulfil through money, advice and planning.
Our personalised financial advice and individual wealth management, ensures that you don’t get lost amongst a bigger practice, or institution, where you can become just a number, changing financial advisors regularly with no personalised care.
Our financial advisers have worked in the practice for many years and are committed to providing advice that is just not numbers, but personalised for you to achieve your life aspirations.
Learn moreOur focus is on delivering financial advice that allows us to become your personal CFO. Your finances will be tailored to your needs, allowing you to concentrate on living the life you want. We’re privately owned and focus on providing the most transparent advice possible.
Lanham can assist with the complexities surrounding aged care choices and costs. We are experienced in this vital area of advice to analyse the alternatives, and provide advice in plain English. We always advise in the best interests of the person who needs aged care assistance.
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Lanham Financial Advice has a respected relationship with the Department of Veterans Affairs and has built significant expertise in providing speciality financial advice and wealth management to Australia’s veterans and their families.
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Thinking of selling or exiting your business? Lanham has the tools and expert advice to help you successfully move on to the next stage of your life plans.
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A Financial Health Check is the best way to see exactly where you can free up unnecessary spending to make your money work smarter for you.
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Lanham has creative strategies to help you achieve your goals and eliminate the stress that excess or unnecessary financial obligations can have on your future aspirations.
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An essential part of Estate Planning is to ensure that in the event of death, or the death of a loved one, the estate assets are distributed as desired. This process is usually carried out in parallel with a Financial Health Check.
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Family protection and personal insurance is an integral part of the advice which we offer. This protection for you, your spouse and children can provide peace of mind should disability, critical illness or loss of income fall upon you at any stage of life.
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An informed superannuation structure is a crucial way of ensuring that a person or people achieve their desired financial outcomes. Our expert SMSF strategies have been developed from experience of more than 30 years in taxation, auditing, accounting, corporate tax, consulting, financial advising, and investment management.
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No matter what stage of your Retirement Roadmap or Financial Game Plan, investing by using sound advice with your future in mind plays a vital role in successfully achieving your life aspirations.
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Our Financial Game Plan is tailored to your unique circumstances and life aspirations. We can assist in analysing your financial situation, discussing your life aspirations and all the things you want to do for yourself and your family that will require money, advice, and planning.
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By analysing your financial situation and discussing your life aspirations for yourself and your family, we help prepare detailed projections on where you are heading. After identifying any shortfall in assets, or deficiency in future cash flow, we provide strategic advice and use specific financial steps to get you where you need to be for a successful retirement.
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Lanham are experts in providing step-by-step strategic advice that once followed, has enabled many clients to pay out their mortgages by early retirement, and accumulate additional substantial wealth over what was projected, had they continued with their current direction.
Read MoreOur business model is to keep our practice small and manageable, with a focus on quality clients who have life aspirations that they wish to fulfil through money, advice and planning.