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"We believe that the actions you take today are the best way to shape the future you want to see".

Let your Legacy live on.

We help our clients to
document their wishes to
ensure that their final
instructions will be respected.

At Lambert Group we help our clients to look forward, so they can live for the present while planning for their best future.

Tell us about the future you want

“Because your world is worth protecting”

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

A heart attack resulted in a $150,000 trauma payout

At 64, Margaret, a client living in Sydney, suffered a heart attack. Happily she recovered within weeks, however because of...

Breast cancer diagnoses results in $442,000 trauma benefit payout

Jenny, a 66-year old Sydney client was devastated when she was diagnosed with breast cancer. She had recently retired and...

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FUTURE PLANNING

What is responsible investing?

7 February 2021

Who gets your Superannuation if you die?

7 February 2021

Is ethical investing right for you?

18 January 2020

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Meet the team

STEPHEN DEAN
________

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

DEWALD BURGER
________

“Not knowing if you have enough money to retire is a common problem that I like to solve for clients.”

RON LAMBERT
________

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

“Knowing if I have the right insurance cover in place is something that I discuss with my adviser regularly”

– Margaret T

SYDNEY
- 9/2-4 Merton Street, Sutherland NSW 2232
- PO Box 675, Sutherland NSW 1499

CANBERRA
- Unt 1, 8 Brisbane Ave, Barton 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.

Financial Services Guide

Leave a Legacy

Want to Retire

Build Security

Build Wealth

Leave
a Legacy

Want
to Retire

Build
Security

Build
Wealth

Your world is worth protecting

CLIENT STORIES

A heart attack resulted in a $150,000 trauma payout

Breast cancer diagnoses results in $442,000 trauma benefit payout

FUTURE PLANNING

What is responsible investing?

Who gets your Superannuation if you die?

Is ethical investing right for you?

Meet the team

STEPHEN DEAN
________

DEWALD BURGER
________

RON LAMBERT
________

“Knowing if I have the right insurance cover in place is something that I discuss with my adviser regularly”

– Margaret T

Your world is worth protecting

CLIENT STORIES

FUTURE PLANNING

Meet the team

STEPHEN DEAN________

DEWALD BURGER________

RON LAMBERT________

“Knowing if I have the right insurance cover in place is something that I discuss with my adviser regularly”

– Margaret T

STEPHEN DEAN
________

DEWALD BURGER
________

RON LAMBERT
________