Lantana Private Wealth

Ronald Rixer is an excellent mortgage broker. In my recent dealings with Ronald he was attentive, timely, knowledgeable and effective at getting results for me. I understand Ronald has previously worked in the banking sector before moving into his broking role and therefore he understands the decision makers and their processes. I highly recommend Ronald.

Fantastic service and all-round experience regarding re-financing process and will definitely use for any financial planning/advice in the future. Ron was terrific

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

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!

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.

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.

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.

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.

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.

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.

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.

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.

LPW provide excellent services at competitive rates. Even better however is the customer service.
Brett is very easy to communicate with and makes himself available at all times, there is no back and forth between different financial consultants at this company, just a solid personal service that you can rely on.

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.

Brett and the team at Lantana Private Wealth provide expert financial services tailored to their clients individual needs.

In my experience with Brett and the LPW team I have received honest money investment and taxation advice that has been provided in a prompt and professional manner. The advice I have received has not only been beneficial for my personal needs, but has taught me more about wealth management for my own benefit.

I would definitely recommend LPW for a personalised financial service experience!

Brett and his team provide great knowledge and advice creating portfolios that consider the clients risk profile and stage in life. I would recommend Lantana Private Wealth to anyone interested in planning for their future success and will be continuing to use them in the future.

Brett, Adam, Angela and the rest of the team has done a fantastic job looking after our small hospitality business.

They are friendly, approachable and professional.

Most importantly, the fees are very reasonable and they tailor their services to my business' needs.

Highly recommended!

Brett has been an amazing Mentor to me in Monash University. Due to his extensive Knowledge in the Field of Finance, I was able to pick up quite a lot about Financial Planning and Investments. I Definitely recommend heading to Lantana Private Wealth to help secure and grow your portfolio.

Brett is a committed worker with extremely impressive knowledge. I asked him some very complex questions, which he was able to answer on the spot. He is also very quick to respond to phone calls and emails and overall nice guy to deal with.

Highly professional financial services. Tailored exactly to myself and my partners needs and made us feel involved in the process the whole way through. Constant support available and the team have been especially accommodating during the COVID 19 crisis. As very new small business owners, new to investing, and people looking to get into the housing market, Lantana had something for everything we needed. Could not recommend highly enough.