Lantern Advisory

Lantern Advisory is a Brisbane financial advice practice based on Ann Street. We work with professionals, business owners, people approaching retirement and families already living in retirement. We recognise that income patterns, personal commitments and the timing of future spending can differ considerably across these groups, so our advice begins with the circumstances of the client.

Our services include financial planning, wealth management, investment and asset allocation advice, superannuation and retirement planning. We also consider personal and business insurance and cash-flow management. The purpose is to coordinate investment risk, access to money and financial protection rather than examine each decision in isolation.

We offer advice arrangements for different life stages and value an ongoing relationship as work or family needs change. Our Ann Street office provides a local setting for discussions, while telephone and email contact support continued communication. We aim to make the scope of the advice, the reasoning behind recommendations and any future review understandable to our clients.