Need Financial Advice in Brisbane?

Are you finding yourself bogged down under a pile of never ending bills? Do you want to secure your financial future for you and your loved ones or create a comfortable nest egg for your retirement? Are you longing to be in control of your finances instead of feeling controlled and overwhelmed or even interested in investing, but do not know where to start? At Growth Financial we dive deep into your financial position and hand-picked a highly skilled financial planner to work with you, so you can embark on the journey to complete financial freedom.

Lantern Advisory

Brisbane

Unbiased, Holistic Financial Advice

Lantern Advisory is a boutique personal financial advisory firm, providing unbiased, holistic advice, helping clients gain financial security, grow and protect wealth, and minimise tax and risk.

Lantern's financial planning advice is strategic, personalised and ensures customers' interests, needs and objectives take priority.

Lantern's wealth management process is supported by regular reviews and is on an agreed fee-for-service basis.

Financial planning advice is strategic, personalised and takes a fundamental process so that our customer’s interests, needs and objectives take priority.

Choice of services can be limited or holistic including:

  • Superannuation advice
  • Investment advice and inheritance
  • Pre and post retirement planning
  • Self Managed Superannuation Funds
  • Estate and succession planning
  • Taxation minimisation, debt reduction
  • Wealth (risk) protection

The process is supported by regular reviews on an agreed fee for service basis always taking a value-add approach.

Both James and Ian are well qualified and experienced advisers who enjoy working with clients who want to improve their financial position and require high touch, quality advice over the long term.

At Lantern Advisory we work with you to put you on the right path to financial freedom

Lantern Advisory is owned and operated by two highly experienced financial advisers, James Cavanough and Ian Walker, and supported by Neil Smith, a dedicated paraplanner.

James Cavanough

James has 15 years experience as a financial adviser, with an additional 5 years experience within institutional funds management.

This is supported by appropriate educations including a Masters degree in Applied Finance with a focus on investment analytics and corporate finance to ensure sound, reliable investment advice is backed by independent research.

James’ career and business success has been built on addressing client needs and a strong service ethic.

James enjoys working with clients wanting to improve their financial position and requiring attentive, high-quality advice over the long term.

James is a director and co-owner at Lantern Advisory.

Professional Memberships:

  • FPA CFP
  • FFIN Finsia

Ian Walker

Ian is a highly experienced practitioner in the field of financial planning and wealth management with over 20 years experience supporting Australian business owners, individuals and families.

In addition, Ian is a qualified accountant and a Chartered Tax Adviser as recognised by the Taxation Institute of Australia. Ian maintains strong, current knowledge of all wealth management solutions for his clients and is a regular industry speaker and authority on financial planning matters. He is proactive in his provision of advice and maintains long-term client relationships

In addition to financial planning and taxation services, Ian, James and Neil have a reliable network of professional partners who can support clients with high quality financial, legal and banking services.

You will receive the right advice, wealth strategies and proactive service to grow and protect your finances and assets. Please contact us for more information.

Coached Financial Planning

Brisbane

Family Focused Financial Planning

We help young families to maximise their money so they can maximise their time with their loved ones!

Are you a Financially Frustrated Family?

  • Do you feel like your debts are too high?
  • Do you feel like your assets are too low?
  • Do you find it hard to save for the future, even though you're earning a decent income?
  • Do you feel like you should be doing better with your money than what you are right now?

When Money Problems lead to Family Problems

It's very common for families to feel Financially Frustrated when their cashflow is tight, their debts are high and their assets are low. These problems can make life quite stressful - both financially and emotionally.

In fact, Relationships Australia have identified financial stress and work pressure as being the biggest contributors to divorce and relationship breakdown within young families. And, unfortunately, for many families, these two things go hand in hand.

When money is a problem, most families try to fix it by working harder to MAKE more money. But this often just makes things worse because it leads to more time being devoted to work and less time being devoted to family.

When it comes to improving your family's financial situation, working harder is not always the best solution because it can often just perpetuate the problems. Instead, a smarter solution is to make your money work just as hard for you, as you do for it.

But how do you make your money work harder? By improving the way you MANAGE and MAXIMISE the money you do MAKE. Once you do that, you will be able to move away from being a Financially Frustrated Family and move towards being a Financially Free Family!

What we do in a Nutshell

We help our clients become Financially Free Families by;

  • Keeping more of their hard earned cash
  • Wiping out their debts as fast as possible
  • Building up their wealth over the long term
  • By doing so, our clients have higher levels of financial certainty in the short term and greater levels of financial freedom in the long term.

The reason we do this is because we believe people should 'work to live' rather than 'live to work'. Therefore, our goal when working with our clients is to help them improve their financial situation, so they can afford to spend less time at work and more time with their family.

To us, maximising money for money's sake does not make sense. We believe money should be maximised for more meaningful reasons. And we believe the most meaningful reason to maximise your money is so you can maximise your time with your family.

Our Clients

Our clients are young families. But what does that actually mean? Well, our clients all share some of the following traits;

  • They are young (45 and under).
  • They have young children or are planning to start a family in the near future.
  • They care about spending time with their family.
  • They want to 'work to live' rather than 'live to work'.
  • They want to maximise their money so they can maximise their time with their family, now and in the future.
  • They want to be smart with their money and set themselves up financially, so they don't get stuck in the rat race forever.
  • And they don't want more money for money's sake. They want more money to provide a better life for themselves and their family.

Those are the people we love working with because we share many of the same values and beliefs. We feel very aligned and connected to our clients because we are on a similar journey ourselves. And when all of our clients are on a similar journey, we all get to learn from each other and support each other to achieve what we all really want - which is more money and more time to enjoy life with our families!

If that sounds like you and your interested in maximising your family's Financial Planning, simply click on the 'Contact Me' button to learn more about Coached Financial Planning and/or get in touch to discuss your situation further.

How financial planning works:

Financial Planner BrisbaneAt certain times in our lives we all need a bit of guidance and support when it comes to making important decisions, when it comes to something as vital as your finances why would there be any exceptions. Our professional team will assist you in making the right and most well informed decision in all aspects of organising and planning your financial ventures and/or goals. Professional and personalised financial planning is crucial to successfully managing, investing or arranging your finances to best suit either yours and your family’s needs or the needs of your business. A trusted financial planner is an amazing resource who will assess and review your current financial state and help identify your goals both short and long term while providing specific and proven strategies to assist both individual clients and corporations work differently to ensure the best possible outcomes.

How to get started:

While it may be daunting at first to invest in a professional financial planner, the long-term results will soon prove why seeking this valuable advice was the best decision in securing your financial future and freedom. By helping everyday Australians as well as small and large businesses we have mastered our craft and have the comprehensive understanding required in all aspects of financial planning. To obtain your free quote for a hand-picked and customised financial planner to meet all of your needs, simply click on the ‘Get a Free Quote’ button and enter your email and start your journey to complete financial security and control.

Why seek out financial advice?

Seeking out the assistance of a financial planner and receiving professional advice in all facets of your finances and financial goals is worth its weight in gold. Studies prove that choosing the right financial planner to meet your individual needs and assist in achieving your specific goals can make a world of difference in creating the lifestyle and future you desire. It is vital to work alongside a knowledgeable financial planner to assist you in making educated and well-informed financial decisions to ensure your goals are both attainable and achievable. This is where we come in and work with you to determine the best match between client and planner, to create the ultimate environment to improve your financial situation.

Benefits of having a financial planner?

A highly qualified and experienced financial planner will provide proven strategies while offering a tailored approach to your unique and individual circumstances. Whether you are looking for more financial freedom, control, protection and security or you are seeking valuable expert advice in more complex financial matters such as investment then the benefits of having a professional financial planner is countless. These benefits include but are not limited to:

  • Creating financial goals and the required pathways that will help you achieve them
  • Providing expert advice proving to be paramount to making profitable investments securing your financial future; as well as advice on how to appropriately invest your super and tax refunds
  • Crucial and at times life-changing assistance in clearing and managing debt along with dealing with financial hardship and tough financial situation
  • Proper retirement pathway plannings

 

Ultimately, choosing the right financial planner for you and your circumstances will not only set you up for the best possible outcome when it comes to your financial freedom and future but seeking this professional advice and planning will relieve a huge amount of money related stress and worry you may otherwise experience. Connect with the best financial planner Brisbane today.