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The full package in wealth management. I was looking for an organisation that could look at all aspects of my finances and advise and assist me in wealth growth. Everywhere else only dealt with specific areas which is not effective when not taking into consideration other influencing factors. Lanteri has the full suite of experts that talk to each other to ensure you are on the most effective path in wealth management, continuing to review changes in your circumstances so make any necessary adjustments and keep you on track.
Melbourne
"Lanteri Partners has managed our financial affairs for over a decade. The best judgment of a partner is not how they perform in the good times, it's how they perform in times of genuine uncertainty. Covid was such a time. When the first lockdowns came, I sent a note through to the investment committee letting them know that I was very glad to be a Lanteri Partners client at that time, and that I trusted their judgment implicitly. That faith has more than been rewarded - through their wise and considered stewardship we have come out the other side of Covid not just intact but very well positioned for the future. Enough said."
“We have been very valued clients of Lanteri Partners for over a decade now and they have transformed all aspects of our financial affairs. Amongst a range of portfolios, our ‘Self-Managed’ Superannuation funds together with our revised investment strategy have provided positive financial results for us and set up our family for many years to come. Above all Lanteri’s are a pleasure to work with and would highly recommend them!
Melbourne
Medici Invest is distributed by Lanteri Partners Financial Management Pty Ltd (ACN 060 748 594, AFSL 239 127) and administered by OpenInvest Limited (ACN 614 587 183) via the OpenInvest Portfolio Service (ARSN 628 156 052). This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available in the Medici Invest portal under Key Documents. Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.
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