document their wishes to
ensure that their final
instructions will be respected.
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
After losing their mum, a $1,340,095 payout helped secure her six children’s future
It is always sad losing a loved one, and this is even more so when there are dependent children involved....
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$105,000 payout during melanoma treatment helped lighten the financial load
At 54, Dave, a client from Canberra, was diagnosed with sun cancer resulting in time off work during treatment. Luckily...
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FUTURE PLANNING
Let’s Talk Health & Wellbeing
24 May 2021
Lambert Group takes control of their future
17 March 2021
What would you change financially after having a baby?
16 March 2021

