Jaymee-Lei Lambert
Financial Adviser
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About
Jaymee-Lei Lambert is an ASIC-registered financial adviser dedicated to helping individuals and families in Hope Island, QLD, and across Australia achieve their financial goals. With a strong educational foundation including a Diploma of Financial Planning, an Advanced Diploma of Financial Planning, legal studies from Central Queensland University, and a Bachelor of Financial Planning/Bachelor of Accounting, Jaymee-Lei brings a wealth of knowledge and experience to her clients. Jaymee-Lei is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Her expertise allows her to craft tailored strategies to suit each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Jaymee-Lei Lambert today to schedule a consultation and discover how she can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Jaymee-Lei Lambert offer?
Jaymee-Lei Lambert provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. She can help you create a comprehensive financial plan tailored to your specific needs.
What are Jaymee-Lei Lambert's qualifications?
Jaymee-Lei holds a Diploma of Financial Planning, an Advanced Diploma of Financial Planning, legal studies qualifications, and a Bachelor of Financial Planning/Bachelor of Accounting from Central Queensland University. She also holds FPC002B Ethics and Professionalism in Financial Advice.
What is the process for working with Jaymee-Lei Lambert?
The process typically begins with an initial consultation to understand your financial goals and current situation. Jaymee-Lei will then develop a tailored financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews will be conducted to ensure your plan remains aligned with your evolving needs.
How can wealth management advice from Jaymee-Lei Lambert benefit me?
Wealth management advice from Jaymee-Lei can help you grow and protect your assets, plan for retirement, manage your investments, and achieve your long-term financial goals. She provides personalised strategies based on your risk tolerance, time horizon, and financial objectives.
What should I expect during my first meeting with Jaymee-Lei Lambert?
During your first meeting, you can expect a friendly and professional discussion about your financial situation, goals, and concerns. Jaymee-Lei will ask questions to gain a thorough understanding of your needs and explain how she can help you achieve your financial objectives. There is no obligation to proceed after the initial consultation.
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