Connection Point

At Lambert Investments and Lambert Parkhill we want to ensure that you’re update on any changes that may affect you and your financial goals.

Connection Point, our quarterly newsletter, is designed to do just that. Click on the links below to find out more about key topics and stay informed.

2017
Edition 2

Is your most valuable asset exposed?

Imagine owning an asset that is more valuable than your house, car and other possessions put together. Wouldn’t such an asset be worth insuring?

Please click here to download our second edition of our 2017 newsletter: Connection Point Edition 1

2017
Edition 1

Buying insurance: mistakes to avoid

Taking out cover can be a difficult and confusing experience given the plethora of products available.

Here are some tips on how to avoid common traps and pitfalls.

Please click here to download our first edition of our 2017 newsletter: Connection Point Edition 1

2016
Edition 4

Refresh your financial goals

As the end of year quickly creeps up on us, it’s a good time to take stock of where we are financially, to refresh financial goals and to ensure our financial plans are on the right track. Here are some top tips to get things going and the ideas flowing.

Please click here to download our fourth edition of our newsletter: Connection Point Edition 4

2016
Edition 3
The missing link in financial planning

Creating an investment portfolio with the potential to build some genuine financial independence can be a stimulating journey. Taking care of the insurance aspect of financial planning may not inspire the same degree of excitement, but it is an
essential part of a holistic strategy.

Please click here to download third edition of our newsletter: Connection Point Edition 3

2016
Edition 2
Super under scrutiny

The last couple of budgets have come under some intense scrutiny, so how will this one fare? A change in political leaders since the last budget might lead some to expect a change in emphasis. Our budget wrap will give you all the highlights that will be pertinent to your financial situation.

Please click here to download second version of our newsletter: Connection Point Edition 2

Edition 1
A new year with new opportunities

In this edition, our article on how financial needs can change through various stages of life is a timely reminder of just how important it is to align your financial planning with the needs and opportunities that emerge through life’s twists and turns. Getting the right advice along the way can make a world of difference.

Please click here to download first edition of our newsletter: Connection Point Ed1