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a Legacy
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to Retire
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Security
Build 
Wealth

We believe that the actions you take today are the best way to shape the future you want to see. At Lambert Group we help our clients to look forward, so they can live for the present while planning for their best future. As a part of this process, we encourage our clients to define the role they can play in contributing to a future for their family to enjoy in their lifetimes to come.

“Because your world is worth protecting”
Tell us about the future you want

Your world is worth protecting

There are many reasons why people engage financial planners. Some may have experienced challenging times such as a divorce, financial issues, or loss of a loved one. Others want better control over their future. Such as having a investment strategy, an estate plan, or insurance to protect their family and financial assets.

CLIENT STORIES

Heart attack resulted in a $1,000,000 payout for Andrew

Andrew, a 57-year old client, ran a successful real estate agency in Sydney when he suffered a major heart attack....
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$2,958,000 trauma and income protection payout following prostate cancer

Bob, a 61-year old medical professional knew the importance of securing his and his families financial future if he should...
Read More
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FUTURE PLANNING
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Meet the team


“Knowing if I have the right insurance cover in place is something that I discuss with my adviser regularly”

– Margaret T

SYDNEY
- 9/2-4 Merton Street, Sutherland NSW 2232
- PO Box 675, Sutherland NSW 1499

CANBERRA
- 2/39 Geils Court, Deakin ACT 2600
- PO Box 301, Deakin West ACT 2600

BRISBANE
- 15/205 Montague Road, West End QLD 4101
- PO Box 3876, South Brisbane BC QLD 4101

  


Lambert Group Future Planning Pty Ltd ABN 83 628 314 778 is a Corporate Authorised Representative of Lambert Group Management Pty Ltd ABN 52 643 209 670. Australian Financial Services Licence No. 525558. The Financial Services we offer are provided by Lambert Group Future Planning Pty Ltd Authorised Representative No. 001267694.


Financial Services Guide
PRIVACY POLICY & GENERAL ADVICE DISCLAIMER

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