It is great to be part of a dynamic, skilled and customer-focused team at Lanteri, and work with a diverse range of clients to achieve their wealth creation objectives!
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Joseph has given me advice in superannuation, tax, loans, and property investment. Josephs wide array of knowledge and experience meant he was able to full explain in extensive details about all the products and services available in layman's terms so I fully understood everything that was being discussed. I feel very comfortable and and confident in the advice given me to be by Joseph and highly recommend the services he has provided me.
Trust is critical in a financial adviser/client relationship, and must be underpinned by integrity, professionalism, courtesy and respect. Joseph imbues and develops these things in each interaction, thus contributing to the building of a trusting relationship where my goals and circumstances are understood and appropriately responded to. Importantly, Joseph listens: from this simple but profoundly important act, considered and tailored advice flows, encapsulated always in deep courtesy and kind regard.
We found Joseph to be a pleasure to work with, and he provided advice that considered our family's needs both in terms of our short term requirements and long term aspirations. We found Joseph's demeanor to be very professional, and his approach to his work thorough and attentive. We highly recommend Joseph and the services of Lanteri Partners, and are confident they will continue to provide us with excellent, honest advice.
Joseph has arranged comprehensive mgmt if my portfolio with a view to meeting my life objectives. Extremely happy and easy with timely responses at all times.
Joesph has been an amazing and help for me managing my investment property and managing my personal incomes. He had always provided excellence service and is very knowledgable and understanding of my situation. I have always been very confident with his very personal and honest approach in the decsions we made. Would highly recommend Joseph.
- Adviser status Gold
- Number of reviews 14
- First year providing advice 2012
- Years of experience 11
- Master of Professional Accounting
Lanteri Partners Financial Management Pty LtdGround Floor, 1 Collins Street
Melbourne, VIC 3000
Lanteri Partners Financial Management Pty Ltd