|Name||Alan Lake, CFP®|
|Company||Lambert Investment Financial Group|
Suite 15, 205 Montague Road
West End, QLD 4101
|Phone||07 3010 3410|
|Mobile||0410 463 356|
Alan is a highly qualified and professional financial planner and accountant with many years experience in the corporate sector and nearly 20 years experience running a very successful business.
He has proven and diverse business skills in areas such as management accounting; business performance analysis and reporting: business valuation; strategy formulation, delivery and implementation.
He also has proven and diverse personal skills in traditional financial planning, in areas such as budget planning; debt management; portfolio management; insurance and risk analysis; wealth accumulation; personal, corporate and self-managed superannuation; tax planning; retirement planning (including Centrelink and Aged Care expertise) and estate planning.
Specialties: Business planning, succession planning and estate planning for businesses and their owners.
Helping people make smart choices about their money and their future.