Private Wealth + Investment 

  • Investment advice & wealth management
  • Superannuation advice
  • Self Managed Superannuation Funds (SMSF)
  • ​Comprehensive portfolio administration
  • Socially Responsible Investing advice
  • Philanthropic funds management & advice​
  • Asset protection and personal risk insurances 
  • Retirement planning and structuring
  • Multi-generational wealth advice 
  • High net wealth and ultra high net wealth
  • General reviews of existing structures   ​

Tax + Business

  • Individual Tax Returns
  • Business Activity Statements
  • Company Financials and Tax Return
  • Partnership and Trust Returns​
  • SMSF Financials and Tax Return
  • SMSF Audit​
  • Book-keeping ​
  • Accounting management systems (including Xero) 
  • Comprehensive payroll services 
  • FBT Returns 
  • Business software and hardware implementation
  • Start up advice & services 
  • Audit and assurance services
  • ​Equity or debt capital raising
  • Buy and sell-side due diligence​​​
  • Business coaching & advice

Mortgage & Finance Broking

  • Residential home loans & re-finance
  • Commercial home loans & re-finance
  • Self-Managed Superannuation Funds (SMSF) loans
  • Business loans
Contact:

(03) 9964 8950

[email protected]

Lantana Private Wealth
​North Tower, Level 6, 80 Collins Street
Melbourne VIC 3000
Our mission:
​
"To maintain a highly personalised, honest, transparent and successful advice relationship with each and every one of our clients."

​- Brett Jackson (Founder)
The Next Breed of Advice.
​​​Any advice included on this website has been prepared without taking into account your objectives, financial situation or needs.  Before acting on the advice, you should consider whether it is appropriate to you, in light of your objectives, financial situation or needs.  You should look at the relevant Product Disclosure Statement before making a decision about any product referred to on this website.  Taxation division trading in Lantana Taxation Services Pty Ltd (ACN: 626 453 012) under TPB Registration number 25861211. Financial planning division trading in Lantana Private Wealth Pty Ltd (ACN: 167 991 442) with Australian Financial Services Licence (AFSL) number 502 980. ​​
Financial Services Guide
File Size: 144 kb
File Type: pdf
Download File
Privacy Statement
File Size: 83 kb
File Type: pdf
Download File