Leave a Legacy

Want to Retire

Build Security
Build Wealth
Leave
a Legacy
Want 
to Retire

Build 
Security
Build 
Wealth

Liam is studying for an MBA part time, and was recently promoted to a well-paid position.

He is now at a stage in his life where building wealth has become a priority. However, Liam is unsure if shares or property is best, or how much he could invest without compromising his lifestyle.

Build Wealth

This is where Lambert Group comes in. We can work with Liam to help him consolidate what he needs to live comfortably now; while setting him on the right path with an investment portfolio that considers his future goals and aspirations.

How we work with people who want to build wealth.

There are so many things to consider, such as; how much money can you afford to save; is salary sacrifice an option; what about tax implications, managing your credit card debt, or borrowing to invest; and when does insurance become important.

The team at Lambert Group can explain all of these, ask the questions you don’t know to ask, and challenge your thinking, in order to ensure you are on a secure path to build wealth. 

Once you have a future plan that considers your immediate and future needs we can work with you to build your investment portfolio. Of course the build wealth plan is a living document, because as we know, your future is forever changing, as are your needs.

 

Our four-step process to plan and build wealth:
  1. Build your knowledge base: by answering all your questions including the ones you haven’t considered
  2. Build your ‘build wealth’ plan: that reflects your needs today, and your values and goals for the future
  3. Build your investment portfolio: that is based on your personal plan
  4. Review and Update: regular reviews of your plan, especially at critical stages in your life, provides the opportunity to then adjust your investment 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 as you are building your professional career.

ROWAN KEAST
________

“Understanding your investments is one of the most important parts of building wealth.”

AMANDA FILACOURIDIS 
________

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

“Lambert Group really helped me to take a more disciplined approach to my savings. I am now more proactive about my financial future and it’s great to know I have someone with real knowledge to guide me along the way”

– Brian 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.


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