Lanham Financial Advice is a privately owned, Sydney-based financial advisor and wealth manager that has been providing personalized financial advice since its establishment in June 1989. As a boutique advisory firm, they prioritize quality over quantity, ensuring that clients receive individualized care and attention rather than being treated as just a number. With a focus on helping clients achieve their life aspirations through tailored financial planning, Lanham Financial Advice operates independently with its own Australian Financial Services License, allowing them to provide unbiased advice free from influence by any bank or financial institution.
With over 30 years of experience in taxation, auditing, accounting, financial advising, and investment management, Lanham Financial Advice offers a range of services including retirement planning, wealth management, superannuation strategies, personal insurance, estate planning, and aged care financial advice. Their team of dedicated advisors, led by founder Peter Lanham, is committed to delivering sound financial advice that is tailored to each client’s unique circumstances and goals. By focusing on building long-term relationships and understanding clients’ aspirations, Lanham Financial Advice aims to help individuals and families navigate complex financial decisions with confidence.
Through their personalized approach to financial planning, Lanham Financial Advice has helped numerous clients achieve their financial goals, whether it’s paying off mortgages early, accumulating wealth, or preparing for retirement. By offering tailored investment portfolios, strategic advice, and ongoing monitoring of investments, they strive to empower clients to make informed decisions and secure their financial future. With a strong commitment to integrity, honesty, and client-centric service, Lanham Financial Advice continues to be a trusted partner for individuals seeking expert financial guidance in Australia.