For more than 50 years Lanyon Partners has been delivering high-quality financial planning and wealth management services to local businesses and individuals. With our head office based in the Melbourne suburb of Camberwell, Lanyon Partners also has several offices located in regional Victoria, as well as an office in Sydney.
Our team of advisers and financial planners are dedicated to helping you plan and build your financial future successfully, so you can enjoy the lifestyle you have always wanted. We work closely with you to:
Contact the professional financial planners at Lanyon Partners today to better understand and utilise your financial resources. Whether you opt for a low risk, low return strategy to generate wealth, or prefer a high risk strategy for a potentially higher return, Lanyon Partners can assist and guide you towards the most suitable option for your needs.
By its very nature the entry of a loved one into Aged Care is an emotional time. This emotion can cloud decision making in even the most rational of people. It also doesn’t help that on top of finding and securing a place within a comfortable facility, Aged Care funding rules and regulations are now some of the most complex you will encounter in your financial life.
Information can be hard to come by and is often fragmented, or provided selectively by a source with a particular agenda.
Aged Care fees are particularly complex and may include:
As an accredited Aged Care Specialist, Ted Robson can explain the various fees, charges and tests involved and help determine the best solutions for your family based on your specific circumstances.
Passing away without a valid Will can mean your assets are held up for months or years as the Courts decide who is entitled to your benefits.
Whether you need a comprehensive estate plan for a complex family group or you simply want to make sure that your affairs are handled by a trusted friend or family member should you be unable to do so. Lanyon Partners Legal will help ensure your Wills, Powers of Attorney and Guardianships reflect your current wishes.
Your biggest asset is you, make sure it is protected.
Lanyon Partners has been designing Personal Insurance solutions for clients for almost five decades.
Our specialists will help you understand the most important types of cover for your current situation and life stage, what level of cover is appropriate and how to make sure that your cover is cost effective, cashflow efficient, and most importantly, accessible when you need it.
Lanyon Partners has been building wealth for our clients for almost 50 years.
Our advisers are able to draw on a range of investments to tailor the most suitable portfolio for each client’s situation.
At Lanyon Partners Private Wealth we hold our own Australian Financial Services Licence (AFSL) and we are not incentivised to recommend any particular investment over another. Rather, we are simply able to recommend products and services that best suits the client’s situation.
We draw on a broad range of investment vehicles in constructing our bespoke investment solutions. Client portfolios typically include a blend of:
Our model portfolios, investment views and policies are formulated by our investment committee. The Committee is composed of a highly qualified and experienced team of Lanyon Partners Advisers and Executives with over a century of combined investing experience.
Lanyon Partners Share portfolios are researched and managed by our in-house specialists as part of the investment committee.
Paying bills and maintaining adequate records for tax purposes can often be an unwanted burden. Finding the time for these tasks may be difficult or perhaps elderly people can no longer manage their financial affairs easily.
Lanyon Partners offers both a limited and a full service to administer personal financial affairs. This may include the payment of personal bills, acting as a mail house for the receipt and processing of incoming mail and record keeping. Regular communication is an important feature of this service to ensure that our clients are kept up to date and are consulted when necessary.
It’s one of the most common questions clients have: “How much is enough?” Just as soon as this question is answered, another pops up: “How do I get there?”
Lanyon Partners Financial Advisers are specialists in helping clients understand what is required to fund individual retirement goals and can draw on a range of strategies and investment solutions to ensure you can live the retirement you deserve. What is for certain is it’s never too early to start.
In planning for the future it is essential that estate planning and succession planning issues are properly considered.
What does a business owner do when they have reached normal retirement age with no future plans for the business? What happens if a serious illness occurs at an earlier age and an urgent decision on the future of their business is required?
These types of situations require orderly planning for business succession. Considerations may include:
In providing a comprehensive service we make recommendations in areas including:
We enjoy working with our clients in planning and protecting them in these situations
With recent research indicating that less than half of Australians currently working will have sufficient savings to support a ‘comfortable’ retirement, ensuring you have the right superannuation arrangements for your situation is more important than ever.
Common superannuation options include:
Self-Managed Super Funds (SMSFs) – For clients with larger superannuation balances we often recommend an SMSF to take advantage of cost benefits and provide even greater investment control and flexibility.
If you have a larger balance, specific investment needs or just a desire to have more control of how your super is invested, a Self-Managed Superannuation Fund (SMSF) may be the best vehicle to achieve your goals.
A team of Lanyon Partners Specialists can provide a TOTAL SMSF SOLUTION, from set-up and contributions, to investments and strategic planning, accounting, audit and compliance needs.
With over 500,000 funds and rising, SMSFs are a popular solution for Australians to build wealth for retirement, but the extra freedom comes with extra responsibilities that you can’t ignore (the ATO says so). Contact one of our SMSF experts to discuss if this is the right option for you.