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Financial Planning

Do you want your money to be working as hard as you do?

How can financial advice help you?

Expert advice of a professional financial planner can help you achieve your financial goals and objectives. No matter what stage of your life, developing a financial strategy that works for you. Helping you with different investment strategies depending on your circumstances.

Expert financial advice can make a difference in the following ways:

  • Managing your investments
  • Saving for your home
  • Planning for marriage and benefits of combined income and savings
  • Structuring your assets effectively
  • Planning for a family and the loss of a regular salary whilst on maternity leave
  • Exploring your Superannuation opportunities
  • Planning your finances after a redundancy or when changing jobs
  • Making the most of a maturing term deposit or a financial windfall, like an inheritance
  • Maximising your eligibility for Centrelink benefits
  • Planning the retirement lifestyle you want

Who Can Benefit From Professional Advice?

Financial freedom means different things to different people. Blue Lantern are specialists in developing wealth solutions and services for all ages.

We work with you to ensure you understand where you are now, where you want to be and what we need to do to get you there.

 

Property

Whether you are looking to buy your first (or 10th) investment property or a family home; we can advise you on the “why” and “how” of buying property. We can also help with advanced property investment strategies including commercial real estate and buying a property within a Self-Managed Superannuation Fund (SMSF). Learn more

Superannuation & SMSF

We start with an analysis of your current super, explain your numerous options and then work with you to tailor a long-term plan that’s right for you. Advice strategies can include a range of contributions, tax minimisation, cost reduction, super consolidation, performance maximisation and specialist SMSF options. Learn more

Retirement

Whether you are already retired, in transition or just planning ahead, we can help you make the most of your resources by helping you to formulate a tax-effective investment strategy that caters to your lifestyle needs; taking into account Centrelink eligibility and estate planning concerns. Learn more

Estate Planning

Ensuring that your wealth is transferred according to your wishes, in a smooth and tax-effective manner, is key to your peace of mind. We can help you to plan for your dependants with efficient tax and ownership structures, revision and monitoring of your estate plan and income planning. Learn more

Insurance

Building your wealth is just as important as protecting it. Illness, injury and death all have a significant impact on both your family and finances. We can help to make sure that you look after yourself and your loved ones with an assessment of your financial risk and implementation of a tailored risk-management package. Learn more

Lending

Whether you are seeking to refinance your existing loans or are looking at using new debt to fund either personal, business or investment goals, we can assist by assessing your borrowing capacity, advising on loan structures, shopping around for an appropriate lender and making sure you have access to the most competitive interest rates. Learn more

Make an Appointment

Are you ready to take action?

If you are ready to start making changes to your financial future and meet with an expert adviser, please make an appointment using the form below.

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an Ebook

Interested in learning more?

Download our free eBooks and start learning more about your current and future financial well being