LANTANA PRIVATE WEALTH
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Why Us

The financial planning and accounting environment is bursting with advertising and seemingly endless options of service providers. For this reason, find below a brief list of 10 primary reasons why our discerning client base have engaged our services:

  1. We are always candid, direct and honest when speaking with clients
  2. Our personal philosophy is predicated on improving our clients' situation, not our own
  3. Our service fees are fully fixed and quoted up-front, before any formal engagement, preventing any uncertainty
  4. Our clients can monitor their investments in live time, 24 hours a day, 7 days a week
  5. Our staff hold postgraduate level qualifications, which aren't 'for show' but out of necessity 
  6. We are not owned by a big bank or any other large corporation 
  7. We are not bound to any particular investment structure or financial security; nor do we own any in-house product
  8. We are approachable and able to answer complex questions with on the spot, jargon-free answers
  9. We understand our clients are exceptionally busy and have systems in place to allow for this
  10. We provide a total private wealth solution across multiple divisions working in unison
Contact:

(03) 9964 8950

info@lantanaprivatewealth.com.au

Lantana Private Wealth
​Suite 223, 23 Milton Parade
Malvern VIC 3144

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
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Privacy Statement
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  • Home
  • About
  • Services
  • MANAGEMENT
  • Why Us
  • Our Clients
  • FAQ
  • Blog
  • Client Login
  • Contact Office
  • Contact Adam
  • Contact Brett