Lantana Private Wealth
54 Reviews
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
About the Business
LANTANA PRIVATE WEALTH - Lantana Private Wealth | Lantana Private Wealth provides complete portfolio/investment management and financial planning services to retail and High Net Worth (HNW) clients.
Contacts
Call Us
0399648950
Suite 223/23 Milton Parade, Malvern VIC 3144
Hours
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
Features
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Toilets
- Gender-neutral toilets
- Wheelchair-accessible lift
- Wheelchair-accessible toilet
- LGBTQ+ friendly
- Appointment required
Recommended Reviews
Dennis Teh
10.10.2023
Lantana Private Wealth
Brett is knowledgeable, professional and knows the best way in making one's money work for them. He will definitely advocate hard on your behalf, fights for your interests and assists in meeting tight deadlines. His attention to detail and strategies that prepares one for the worst case scenario is invaluable.
Connie Tony
05.10.2023
Lantana Private Wealth
Brett and his support staff are very professional and always quick to respond to my emails. Brett personally makes himself available at all times (via his direct mobile!) and we are very happy with the investment performance of our portfolio (in our superfund). Would strongly recommend the business for anyone wanting to invest or obtain some overall financial advise.
Oliver Braithwaite
02.10.2023
Lantana Private Wealth
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.
Liam Powles
19.09.2023
Lantana Private Wealth
I've been advised by Brett and his team since 2016 and have always been extremely happy with the services provided. Brett is highly dedicated and always willing to find time when needed in or outside working hours to discuss any concerns or questions. The fees are reasonable and the quality of advice and ongoing performance of investments very satisfying. Highly recommended!
Elliot Braithwaite
14.09.2023
Lantana Private Wealth
I'm very happy that i chose Lantana Private Wealth to look after my investment portfolio & any other help that i've needed in regards to finances.Brett is very passionate about his work & always has time for his clients. I highly recommend him & look forward to dealing with him in the future.
Ian Tan
12.09.2023
Lantana Private Wealth
Every time I’ve dealt with Brett and his team at Lantana Private Wealth, I’ve been impressed by their professionalism and courtesy. Brett always takes the time to inquire about our situation and I’ve always felt valued and never ‘just another client’. His level of service and attention to detail is second to none and I would recommend him to anyone without hesitation.
Evan Heazlewood
01.08.2023
Lantana Private Wealth
Brett, Adam and the team at Lantana Private Wealth do an awesome job and get quality results for me as a client. I have been in their stable now for 5-6 years and with their help I have got to a position financially where I believe I really have multiple options - be that home ownership, travel, starting a business or a big ticket purchase - Brett and the team are on hand to offer advice and access to tools online or thinking strategies that make it easier for me to decide. Strongly endorse LPW’s services to any of my friends and family
yodatk
30.07.2023
Lantana Private Wealth
Brett is running a very tight ship and is highly responsive to my many questions. Very refreshing in an industry full of very average providers. Overall, great value for money in terms of the services and net investment returns after fees.
William Dempsey
20.07.2023
Lantana Private Wealth
Professional and highly personalised service. The team at Lantana have been able to help myself and my partner with not only our personal finances but also the management of our small business. They have made themselves available for any questions we have and are able to explain things in simple terms. They give great objective advice and have helped us immensely through out our start-up journey and through the current pandemic.If you want peace of mind around your finances the Lantana Private Wealth is the way to go.
Tim Cryle
19.07.2023
Lantana Private Wealth
Brett and the team have been first class since we met. Not being an Australian citizen and having close to zero financial knowledge prior to meeting he has completely put me at ease in terms of navigating a new system and feel very confident in his work and my situation moving forward. Would happily recommend his services.
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Suite 223/23 Milton Parade, Malvern VIC 3144
Lantana Private Wealth