Joseph Lanteri
About Me
As Co-CEO at Lanteri Partners, I assist to oversee and manage all business operations of the wider firm. Over the last 16 years I have had the privilege of witnessing and contributing to the growth and prosperity of countless clients' lives, not only from the financial perspective, but importantly the personal.
I am involved in all facets of the business, financial planning, retirement planning, superannuation and investment, to taxation, accounting, banking, and property. I honed my skills as an advisor early on in my career, learning the art of applying numerical precision to real-life situations and witnessing the profound impact it has on individuals, their families, and achieving their goals and dreams in life.
I love the technical work with numbers, modeling and spreadsheets, but what truly fuels me is connecting with clients face-to-face. Seeing the direct impact our strategies have on their financial success by finding the best-fit solutions. That is what we do best.
How I help our clients:
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Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 12 Years
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Licensed By Lanteri Partners Financial Management Pty. Ltd.