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.