For over 50 years Lambert’s have been working with its clients to help them achieve their best future. Most recently however the team at Lambert Group have taken time to consider its next 50 years.

Ron Lambert, Chair of Lambert Group, explained that planning for the future is one of the most important things you can do for yourself, and that includes your business. 

After 50 years of Lambert ownership Ron has secured two new equity shareholders, Stephen Dean and Rowan Keast. Stephen and Rowan bring vast and complimentary experience in operating a successful advice business amidst the new world of compliance and regulatory changes.

Ron and the team practised what they preach to their clients by working together to review the business and redefine the future they wanted to see for the Lambert Group. 

“We have recently moved to operating our own Australian Financial Services Licence (AFSL), allowing the business to confidently engage our clients in a concise and effective manner that directly aligns our client service proposition to our business values and philosophy”. 

“The first changes our clients will see is that we have made changes to our look with a new logo, a suite of new colours, and most recently we have rolled out a new website,” said Ron.

Ron explains, these cosmetic changes were important as it was timely we refreshed our overall look and feel. 

In recent years many of Lambert Group’s clients have shown increasing interest in investing in a sustainable future. Excited by the prospect of helping these clients to invest in a better world, the team at Lambert Group have developed a keen interest in providing opportunities for their clients to take up this option when putting their financial plan together.

“This is not for everyone but we wanted to provide the opportunity for those with an interest in sustainable investing to know what was available.”

“We know its early days, and we aren’t there yet, however we hope that our current and new clients will start to see changes in Lambert Group’s business operations that are more aligned to environmental, social and governance considerations,” said Ron.