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Simon Klapish

4 years ago

Over the years we've had a few different financial...

Over the years we've had a few different financial advisers, but ever since moving to Lanteri Partners, maybe 10 years ago (?), we feel that our financial circumstances have been significantly enhanced and the advise provided and additional services have been outstanding. Whether this has been related to our SMSF performance, or mortgage brokerage and dealing with our bank through the recent challenging loan period, Lanteri have been extremely helpful and have added value at every stage. They feel like an invested partner in our future than an arms length advisory.

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