About Us

Our Story

At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.

To achieve your best future our team will work with you to understand your values and what you (and your partner) want to achieve. Typically our clients are forward looking, seeking to protect and plan for the best future for them, their partner and family. By applying our proven processes, coupled with over 50 years of experience and knowledge, we work with you to define the role you can play in building your best future.

Your life-stages are often a predictor to the future you are seeking:

Build Wealth

As a graduate, someone building their professional career, or maybe you are ready to start your own business which means you are also ready to make your mark your sector or profession. Planning your future career includes building your wealth.

Planning early is the key to achieving this. We will work with you to clearly understand your needs and objectives and develop the most suitable savings and investment strategy for your circumstances, investment preferences and budget.

Be Secure

Life presents itself with many highs and lows. Settling into your first home, and starting a family, are just two positive life experiences you might have. An unfortunate fact of life is ill health and premature death.  You will want to minimise the financial impact of the lows by protecting your assets and your family.

Our individually tailored personal insurance solutions become an important factor in being confident you can live for the ‘now’ and be secure in the future.

Plan to Retire

You know that there is more to life then working. Yes work is important but ultimately it is the enabler of living the life you want to live in retirement. Knowing how much money you will need to retire and having a clear pathway to achieve this includes an understanding of how to address the risks, and when to take up the opportunities.

Leave your Legacy

There comes a time in your life where planning for a world that continues past your lifetime is the gift you can leave. When you reach that point you want to know all your options so that the legacy you leave is the one that meets with your vision of the best future world for those you love.

Of course there is no one-size-fits all solution which is why every Lambert Group client receives our personal approach. In the end it’s about what you want for your future, and that of your partner and family because your world is worth protecting.

So, why not contact to us to arrange a chat, we would love to hear from you.

Tel: 02 9542 6577
Email: afsl@lambertgroup.co

Together, we can invest in a better world.

 

Meet the team

RON LAMBERT
________

““Planning for the future is one of the most important things you can do.”

STEPHEN DEAN
________

“A financial framework will set you free. Without it there is mayhem but with it there is a sense of control.”

ROWAN KEAST
________

“Don’t leave things to chance.. things may not just be ok. Particularly if there is money and family involved.”

SHANNON WOOD
________

“I believe we can all enjoy life more knowing our money is taking care of things.”

NICKI MOORE
________

The detail is so important to get right for our clients and I make sure everything is in order.

DEWALD BURGER
________

“I enjoy helping other professionals plan for their futures so they can do what they are good at, knowing they are on the right track to reach their goals”.

AMANDA FILACOURIDIS
________

“My job as a financial adviser is to assist you to realise and achieve your goals”.

TARA BAIGENT
________

“It is so rewarding working with our team of advisers. We all have a role to play in making sure they can all reach their goals.”

JASMIN PYNE
________

“I support the important work our planners are doing to help our clients live their best lives.”

REHKA PATEL
________

“Our clients are all so important to us and I work behind the scene to make sure everyone is taken care of.”

MILENIA JUGOVIC
________

“I connect our clients with the advisers who can best help them when they need it. Being a part of a team that is all working towards helping our clients live their best lives is very rewarding.”

KATHY CHURCHILL
________

“I focus on the behind the scenes work that allows our advisers to add the most value to our clients.”

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.


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