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
Financial advice to help you build a better tomorrowPeople 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 2015Why 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.Insurance Life Insurance Trauma Insurance TPD Insurance Income Protection Key Man Insurance Child and Parent CoverInvestment Portfolio Management Wealth Accumulation Managed Funds Redundancy Direct EquitiesSuperannuation and Retirement Superannuation Transition to Retirement Self-Managed Super Funds Aged Care Pension and Centrelink BenefitsSimple 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.Initial adviceGetting to know youWe explain the scope of advice that we offer and discuss your needs, goals and aspirations.Creating the planWe analyse your situation and formulate a detailed strategy with specific recommendations.Putting the plan in placeIf you agree to proceed, we take care of all the implementation to get your plan into action.Continual reviewStrategic and tactical evaluationWe regularly review your situation to see if any adjustment is needed.Administering your planWe document and monitor your plan to meet compliance and quality standards.Keeping you informedWe regularly communicate and meet with you to keep you informedOur AdvisersRon, 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 LambertLuke Kelly Jannette Moseley CVFP_1155 02/16Find 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: firstname.lastname@example.orgCANBERRASuite 4, Isaacs Chambers, 2 Farr Place, Isaacs ACT 2607 Ph: (02) 6286 3340 Email: email@example.comBRISBANESuite 15, 205 Montague Road, West End QLD 4101 Ph: (07) 3010 3410 Email: firstname.lastname@example.orgLambert 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.
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