With over twenty years of experience at Ord Minnett, Lonni is known for delivering exceptional, high-touch service to clients seeking premium advice without the need for a dedicated family office.
Lonni specialises in growing wealth while carefully managing risk. She is highly regarded for her diligence, creativity, and technical expertise. Supported by a stable and dedicated team, Lonni provides a highly client-focused service, building long-term relationships based on trust, reliability and care.
Lonni delivers comprehensive advice designed to help clients achieve their financial goals with clarity and confidence. Acting as a professional hub, Lonni and her team facilitate seamless communication between clients and their trusted advisers, such as lawyers and accountants, ensuring a cohesive approach to wealth management.
Lonni’s expertise is in advising on complex deceased estates and family groups. She assists with structuring and superannuation strategies, advice on large self-managed super funds (SMSFs), testamentary trust investment management and administration, and estate planning to ensure assets are protected and transferred effectively.
Her investment management strategies focus on optimising portfolios to provide the right balance between income generation and long-term growth.
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