Leave a Legacy

Want to Retire

Build Security

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

"We believe that the actions you take today are the best way to shape the future you want to see". Tell us about the future you want Let your Legacy live on. Tell us about the future you want 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

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FUTURE PLANNING
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Meet the team


“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
- 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.


Financial Services Guide
PRIVACY POLICY & GENERAL ADVICE DISCLAIMER

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