Leave
a Legacy
Want 
to Retire
Build 
Security
Build 
Wealth
Leave a Legacy

Want to Retire
Build Security
Build Wealth

Georgia and Matthew are expecting their first child; and like any couple starting a family they want the best for their child.

They have been saving to cover the drop in salary while Georgia takes maternity leave but are worried about the current economic environment and if Matthew’s job is secure. Different scenarios regarding ‘what if?” keep playing on their minds.

Do you want to build security?

At Lambert Group we know that the unexpected can and does happen. Our job is to give Georgia and Matthew peace of mind by protecting their new world, and planning for the unexpected.

How we work with people who want to build security for themselves and their families.

Life presents itself with many highs and often lows, and there are critical triggers along the way where having peace of mind is what helps you sleep at night. Starting a family is just one, other triggers include buying your first home, starting a new business, or investing in shares or property.  

But what does peace of mind look like? The starting point is us asking the right questions in order to formulate an interactive needs analysis which will form the basis of a financial plan that will provide security for your world now and into the future.

We can help you to divest areas of potential risk; work with you to build an insurance portfolio that will provide protection today while covering the unexpected; as well as assist with managing your will and estate planning requirements. Of course this is a living document, because as we know, your future is forever changing, as are your needs.

The Lambert Group four-step process to plan and build security:

  1. Build your needs analysis: by answering your ‘what if ‘questions including the ones you haven’t considered
  2. Build your security plan: that protects you and your family’s needs today, and provides for the unexpected
  3. Secure your future: with risks minimised, insurance cover, and key documentation completed
  4. Review and Update: regular reviews of your plan, especially at new triggers in your life, provides the opportunity to then adjust your security portfolio to reflect the revised plan.

We are here to help. Get in touch with us, we would welcome the chance to help you build a future that you want to enjoy knowing your family has the right protection in place.

ROWAN KEAST
________

“The time to sort out your estate planning is before you need it, because the day you need it – it’s too late.”

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”.

“In so many ways the future always seemed so unpredictable. This was the main reasons I wanted to work with a financial adviser. I wanted to build wealth that would give me confidence I could financially manage whatever was to happen in the future”

– Clint N

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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