Lantana Private Wealth

Reviews, get directions and contact details for Lantana Private Wealth

Address: 1/10 Lawrance St, Murrumbeena VIC 3163, Australia

Phone: 0409 506 828

Website

State: Victoria

City: Murrumbeena

Zip Code: 3163

Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

There are fewer people in the world who I would trust my life-savings with than Brett Jackson of Lantana. His depth of integrity is like a vault-like and his dependability and commitment to his clients is first class. His endless knowledge in the area of finance plus his proven track record gives me unquestionable faith in the future of my financial freedom. Thank you Brett.

 7 years ago (17-03-2018)

I was not born in Australia and had no idea about managing my ‘superannuation’. Brett put everything in place and did the hard work. He manages to explain some of the complex financial terms into simple language, he makes sure that I have been receiving regular updates on my financial affairs, and what is more important is that he always makes himself available regardless how many times I have asked him about the same question.  His patience and professionalism put my mind into peace. I later invested some spare money with him and very happy with the results. 

Highly recommended personal financial advisor.

 8 years ago (10-12-2017)

It has been great experience dealing with Brett and his team. Brett is always very patient to answer all my questions in simple terms which makes so easy for me to understand. He is easy to approach and he has great sense of humour. Highly recommend.

 8 years ago (27-01-2018)

Brett and his colleague Nicole provide a wonderful service! I am a very busy working in the tertiary education environment, which is why I appreciate their succinct and informative style. They have given me a clear financial plan to look forward to and can track my wealth as it grows every year. A very tightly run ship and would recommend to any busy professional such as myself.

 8 years ago (07-11-2017)

Brett is professional in every area of his service offering. Brett's deep knowledge and passion of the finance industry is clear but what sets him apart is his genuine and honest approach. His advice is tailored and he invests time in building his relationships with clients to ensure he is delivering the best advice for the situation. Highly recommended.

 8 years ago (01-11-2017)

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Lantana Private Wealth

Reviews, get directions and contact details for Lantana Private Wealth

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