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Offering you financial planning advice

Lambert Investments was established in 1969. In the 45 years since then, Lambert Investments has established offices in Sydney, Canberra and Brisbane to offer the best financial planning advice to our clients.

In 2015 Lambert Investments and the Parkhill Financial Group, a Canberra based family business, merged to become the Lambert Parkhill Financial Group. Together, our team of advisers and support staff provides a unique combination of knowledge, skills and resources to deliver innovative insurance, investment and retirement solutions to meet our clients’ needs.

With over $230 million* in funds under management, Lambert Investments and Lambert Parkhill offer tailored advice that will help our clients reduce risk and build their wealth.
*As at 31 March 2016

Our Mission Statement

Our mission is to provide high quality care and service to our clients.

We are committed to maintaining excellence, respect and integrity in all aspects of our operations and our professional conduct.

We strive to reflect the highest ethical standards in our relationships with our clients and providers.

By providing appropriate and competitive insurance cover and financial products and services in line with your objectives that should reduce risk and increase assets, we help our clients build better tomorrows.

Five reasons to choose Lambert Investments and Lambert Parkhill

We’ll help you grow and manage your wealth as well as protect and safeguard it to help build a brighter financial future. Here are some of the benefits of choosing us as your financial partners:

1.    Established – We’ve been helping our clients achieve their financial dreams for over 40 years.
2.    Specialists – We are financial advice experts in insurance, investing, superannuation and retirement planning.
3.    Personalised – You’ll have a dedicated financial adviser looking after you and a tailored strategy based on your financial goals.
4.    Synergy – Your strategy will be designed to maximises your financial situation and any tax or Centrelink benefits you may be entitled to.
5.    Proactive – We’ll keep you up to date about any changes that may affect your financial strategy such as changes to government legislation and the economy.

Supporting our Community

We want to help Australians grow. That not only means helping our clients but actively supporting community groups to carry on their good work.
•    HOME in Queanbeyan
•    Youth off the Streets
•    National Breast Cancer Foundation
•    Circus Quirkus
•    Hockey ACT

Solutions for your financial needs

Your financial future and the plans that make it a success are as individual as you are. So our financial planning advice is always built on a detailed understanding of your priorities, needs and aspirations. As well as providing financial advice that’s right for you we offer a comprehensive range of insurance options to help protect your family and business. We also provide a range of investment solutions to help you build your wealth and plan for your retirement.  Click here to find out more.

WHAT OTHERS SAY ABOUT US

John Palmer

It is a always a pleasure to have dealings with Lamber Investments particularly with Ron and yourself. Our personal and our company insurance needs, no matter how small or large, are never left to chance and are never forgotten and are always treated with the personal commitment that achieves the best outcome.

As you know we have been a client of Lambert Investments and have dealt with Ron, yourself and his staff for many decades. Every situation and request is handled with friendly, efficient and knowledgable professionalism and in a timely manner.

I commend Lambert Investments to any business or person who requires advice, assistance, support or information of any kind in the field of Investment or Insurance.

John PalmerDirector of Building Durability Pty Ltd
Yvonne Smith

Thank goodness for amazing people like Julie Alder. As an existing client of Ron Lambert Investments for at least the last 13 years , Julie has been exceptional with her help and advice and “just being a phone call away” for myself and my children.

Julie’s professionalism and expertise has kept me informed as to how to manage my Super and Life Policies and in my experience, Julie is the confidence I need in a very intense and complicated field of Insurances and Superannuation and my future well being into retirement.

Thank you Julie. Your genuine and caring customer service is 10/10 . Any problem is dealt promptly with a solution always.

Yvonne Smith
Barbara C

As a new client of Lambert Investments I cannot speak highly enough of the efficient and professional way in which my business needs were handled. From my initial consultation with Ron and all subsequent follow-up communications with Julie, the whole process was easy and seamless.

Thank you Julie, you are a credit to your team, and I will definitely be recommending Lambert Investments to family, friends and colleagues.

Barbara C
Frank Stephenson

Julie has been organising my new life insurance for me. She did an absolutely fantastic job in co-ordinating between myself, medicals and the insurance company. She has kept me advised of any changes and updates and she was fully across the reasoning for any changes.

I certainly would have no hesitation in recommending Julie as part of Ron’s and his team to anyone.

Frank StephensonPricing Specialist