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Lambert Investments Pty Ltd
       
 
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Lambert Investments Pty Ltd
 
 
Overview: 

Lambert Investments was established in 1969 by Ron’s father, Tom. Since that time, the business has been serving clients' financial needs for over 40 years.

Ron Lambert commenced in the Lambert Investments business in 1977, in the role of Adviser -  today he is the Managing Director. Ron also was a founder of Financial Services Partners (1999) and since that time, he has sat on the Board of this Dealer Group.

Since joining Financial Services Partners, Lambert Investments has been able to offer clients enhanced security and service, with greater financial planning and insurance resources than ever before.

This includes Life insurance, Total & Permanent Disability, Income Protection and Trauma insurance. Lambert Investments is today one of the largest risk insurance business in Australia and was recently awarded the FSP 2009 Risk Business of the Year  

In 2007, our business reached the milestone of $100 million funds under management.  Today, we have over 500 financial planning clients with in excess of $150 million funds.

Lambert Investments has 3 advisers who assist clients with their personal financial planning needs. These advisers are supported by a caring and dedicated team of employees. Two of our administration staff have been with the company for more than 18 years. Another two of our administration staff are undertaking studies towards financial planning qualifications.

We want to be known for:

   Our professionalism in our advice and service
   Genuinely caring for our clients needs
   Being trustworthy in our approach to the consideration of our clients’ personal affairs
   Being secure as we only deal with reputable institutions
   Our stability and our years in business – almost 40 years, and
   Our continuity of staff and service.

We want our clients to know:

   We believe in close relationships
   We care about the experience we provide, and
   We are here to help them work towards a brighter future.

In 2009, Lambert Investments extended their business to service Canberra and their surrounding communities.


 
 
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