Services

Lanham are experts in providing step-by-step strategic advice that once followed, has enabled many clients to pay out their mortgages by early retirement, and accumulate additional substantial wealth over what was projected, had they continued with their current direction.

By analysing your financial situation and discussing your life aspirations for yourself and your family, we help prepare detailed projections on where you are heading. After identifying any shortfall in assets, or deficiency in future cash flow, we provide strategic advice and use specific financial steps to get you where you need to be for a successful retirement.

Our Financial Game Plan is tailored to your unique circumstances and life aspirations. We can assist in analysing your financial situation, discussing your life aspirations and all the things you want to do for yourself and your family that will require money, advice, and planning. 

No matter what stage of your Retirement Roadmap or Financial Game Plan, investing by using sound advice with your future in mind plays a vital role in successfully achieving your life aspirations.

An informed superannuation structure is a crucial way of ensuring that a person or people achieve their desired financial outcomes. Our expert SMSF strategies have been developed from experience of more than 30 years in taxation, auditing, accounting, corporate tax, consulting, financial advising, and investment management.

Family protection and personal insurance is an integral part of the advice which we offer. This protection for you, your spouse and children can provide peace of mind should disability, critical illness or loss of income fall upon you at any stage of life.

An essential part of Estate Planning is to ensure that in the event of death, or the death of a loved one, the estate assets are distributed as desired. This process is usually carried out in parallel with a Financial Health Check.

Lanham has creative strategies to help you achieve your goals and eliminate the stress that excess or unnecessary financial obligations can have on your future aspirations.

A Financial Health Check is the best way to see exactly where you can free up unnecessary spending to make your money work smarter for you.

Thinking of selling or exiting your business? Lanham has the tools and expert advice to help you successfully move on to the next stage of your life plans.

Lanham Financial Advice has a respected relationship with the Department of Veterans Affairs and has built significant expertise in providing speciality financial advice and wealth management to Australia’s veterans and their families.

Lanham can assist with the complexities surrounding aged care choices and costs. We are experienced in this vital area of advice to analyse the alternatives, and provide advice in plain English. We always advise in the best interests of the person who needs aged care assistance.

Navigating Centrelink benefits can be complex, but we’re here to help. Lanham provides clear and tailored advice to ensure you or your loved ones receive the pensions, concessions and entitlements you are eligible for. Our goal is to maximise support and minimise confusion.