Financial advice to help you build a better advice to help you build a better tomorrow “People you trust. Advice that works.”

Download Financial advice to help you build a better   advice to help you build a better tomorrow “People you trust. Advice that works.”

Post on 17-Apr-2018




1 download

Embed Size (px)


  • Financial advice to help you build a better tomorrow

    People you trust. Advice that works.

  • About UsLambert Investments was established in 1969 and for the past 45 years weve been providing quality financial advice to families, couples, individuals and many small businesses. In 2015 Lambert Investments and the Parkhill Financial Group merged to become the Lambert Parkhill Financial Group.

    Today, our team of advisers and support staff provides a unique combination of knowledge, skills and resources to deliver innovative insurance, investment and retirement solutions to meet our clients needs.

    With over 3,000 clients and in excess of $250 million* in funds under management, Lambert Investments and Lambert Parkhill offer tailored advice that will help our clients protect those they care about most.

    *As at 31 December 2015

    Why choose Lambert Investments and Lambert ParkhillYour financial future and the plans that make it a success are as individual as you are. So our advice is always built on a detailed understanding of your priorities, needs and aspirations.

    Our mission is to provide high quality care and service. Well help you grow and manage your wealth as well as protect and safeguard it to help build a brighter financial future.

  • Solutions for your financial needsAs well as providing financial advice thats right for you we offer a comprehensive range of insurance options to help protect your family and business. We also provide tailored investment solutions to help you build your wealth and plan for your retirement.


    Life Insurance

    Trauma Insurance

    TPD Insurance

    Income Protection

    Key Man Insurance

    Child and Parent Cover


    Portfolio Management

    Wealth Accumulation

    Managed Funds


    Direct Equities

    Superannuation and Retirement


    Transition to Retirement

    Self-Managed Super Funds

    Aged Care

    Pension and Centrelink Benefits

  • Simple steps to financial successOur advice planning process is based on a combination of steps starting with getting to know you. You can choose whether you want advice on selective areas or a comprehensive plan. Its up to you.


    al a



    Getting to know you

    We explain the scope of advice that we offer and discuss your needs, goals and aspirations.

    Creating the plan

    We analyse your situation and formulate a detailed strategy with specific recommendations.

    Putting the plan in place

    If you agree to proceed, we take care of all the implementation to get your plan into action.



    l rev


    Strategic and tactical evaluation

    We regularly review your situation to see if any adjustment is needed.

    Administering your plan

    We document and monitor your plan to meet compliance and quality standards.

    Keeping you informed

    We regularly communicate and meet with you to keep you informed

  • Our Advisers

    Ron, in addition to being the Managing Director of Lambert Investments and a Corporate Authorised Representative, is also a member of the FPA, AFA, Qualifying Member MDRT and

    Top of the Table. Ron has been assisting clients with their wealth protection and investment requirements for more than three decades and leads one of ClearViews most respected businesses.

    Luke is a Senior Investment and Advice Specialist. He has a Bachelor degree in Commerce, majoring in Finance and Economics and is currently studying to become a Fellow

    Chartered Financial Practitioner (FChFP). He offers a holistic approach to financial planning to ensure clients achieve their lifestyle goals both now and into the future.

    Jannette is a Senior Investment and Advice Specialist. She is a Fellow Chartered Financial Practitioner (FChFP), and brings with her a wealth of experience from having owned her own

    practice. She works in the best interests of her clients by developing individually tailored strategies to meet their needs.

    Ron Lambert

    Luke Kelly

    Jannette Moseley

  • CVFP


    5 02


    Find out moreAt Lambert Investments and Lambert Parkhill we have a passion for helping our clients provide financial protection and security for those they care about as well as developing investment strategies to achieve their financial goals.

    Our greatest reward is the successful, long-term relationships we build with clients who want a financial partner that understands their needs and shares the journey of growth and fulfilment.

    So call us today to discover how Lambert Investments and Lambert Parkhill can help you build a better tomorrow.

    SYDNEYSuite 9, 2-4 Merton Street, Sutherland NSW 2232 Ph: (02) 9542 6577 Email:

    CANBERRASuite 4, Isaacs Chambers, 2 Farr Place, Isaacs ACT 2607 Ph: (02) 6286 3340 Email:

    BRISBANESuite 15, 205 Montague Road, West End QLD 4101 Ph: (07) 3010 3410 Email:

    Lambert Investments Pty Ltd ABN 91 001 092 879 is a Corporate Authorised Representatives (No. 381332) and Lambert Investments Canberra Pty Ltd ABN 71 112 676 365 trading as Lambert Parkhill Financial Group is a Corporate Authorised Representatives (No. 4724786) of ClearView Financial Advice Pty Ltd ABN 89 133 593 012 AFSL No. 331367.