Stephen Dean Email & Phone Number

Plato said “Numbers are the highest degree of knowledge. It is knowledge itself”, and for me in financial planning numbers are the truth, the single point of truth about where you are financially today. With knowledge comes the choice on how you must plan for your future. Knowledge of your numbers is what can give you freedom.► What is the number you need to retire?▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬I have been in numbers most of my professional life. They have provided a framework for how I think and that is why I believe that a financial plan built around a foundation of numbers is the only way to gain control over your financial future. This thinking is the foundation behind everything we do at Lambert Group. We use numbers as the milestones to represent growth and the fulfilment of each of our clients’ unique aspirations.► Who do we enjoy working with at Lambert Group? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬We work with a broad range of clients who come to us for a number of different reasons. Typically our clients are looking to do one or more of these four things:✔ Plan to leave a legacy – there comes a time in your life where planning for a world that continues past your lifetime is the gift you can leave.✔ Want to Retire – these clients know there is more to life than just working. Their work is important but ultimately it is the enabler of living a life that they would love to live✔ Build Security – life has many highs and having a family is one of them. Protecting them is what drives our clients so they can confidently live now and in the future.✔ Build Wealth – for many graduates and professionals making a mark in their profession it is a time where you can be planning ways in which you can build your wealth that is setting you up for future choice.What all of our clients have in common is that they all want to plan for their future and know the value of working with a professional to help them do just that. ► The value I bring to Lambert Group ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬✔ My debt and finance skills highlight the benefits of what clever money management can bring ✔ A loyal and supportive leader that takes care of all the detail - ensuring best practice standards are met✔ I guide all financial aspects of the business to ensure sustainable and ethical decisions are made✔ I like to make sure everyone is comfortable and nurtured in the team ► Want to know more?▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Give me a call: 02 9542 6577stephen@lambertgroup.cowww.lambertgroup.co

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  Chief Executive Officer

  Lambert Investments Financial Group Pty Ltd

  Jul 2013 - Present