Financial Planner Profile

Bobby Ho CPA

Senior Financial Adviser / Tax Adviser / Accountant

Since joining the Financial Planning industry 15 years ago, I have worked in every critical role required to provide quality financial advice to clients, starting in Client Services, moving to Paraplanning, and working my way through to become a Registered Financial Adviser. Working in each role has allowed me to become proficient with every step of the Financial Planning industry whilst building empathy towards my clients, gaining a clear understanding of how important this highly emotive subject is for them and their families.

I have been with Lanteri Partners for ten years where I have found a home for my career at a practice built to be multi-skilled and a turn-key operation working for a wide demographic of clients ranging from those commencing their careers, wealth accumulators, pre-retirees, and retirees.

I have extensive experience dealing with the following matters:

  • Personal Superannuation Advice
  • Self-Managed Super Funds
  • Budgeting & Cash Flow Management
  • Investment Advice
  • Property
  • Tax
  • Asset Protection
  • Debt Management
  • Redundancy Planning
  • Inheritances
  • Gearing
  • Estate Planning
  • Relationship Breakdown
  • Pre-Retirement and Retirement
  • Centrelink Benefits

Qualifications

  • FASEA Qualified.
  • Certified Practising Accountant (CPA).
  • Graduate Diploma of Professional Accounting.
  • RG 146 Self-Managed Super Funds.
  • Diploma of Financial Services (Financial Planning).
  • Bachelor of Commerce (Finance & Marketing).

Why Should You Choose Us?

Lanteri Partners has been in operation for over 30 years, and we have every finance discipline in-house required to bring your financial plan to life. We are structured to help you manage your lifetime strategy, undertaking regular reviews to help you to stay on track towards achieving your goals and adjusting your plan as your circumstances dictates. We have professionals working at the firm at the top of their field specialising in Tax, Property/Buyers Advocacy, Finance/Mortgage Broking, Investments, Business Advisory, and of course Financial Planning. We work together as a team for one purpose, to help you and your family achieve your goals.

What to Expect When We First Meet

I promise clients the following when we first meet:

  • You will obtain clarity on what your goals and objectives are.
  • We will review your personal and financial position.
  • We will get to know each other so I can understand what is important to you and your family but also for you to get to know me and us as a firm. We’ll determine if we’re a good fit for each other.
  • You will obtain a clear understanding of how and when you could achieve your goals and objectives.
  • We will agree on the next steps forward and how we can provide you with a quantifiable timeline and actionable strategy on how best to achieve your goals.

What to bring to the meeting:

What You Should Provide on Our First Meeting

  • A completed Fact Find so we can spend our time together getting to know each other rather than on data entry. (The Fact Find document is below for your download)
  • Your latest super and/or investment statements.
  • Your latest tax returns.
  • Your budget. (A budget template is attached below)

Who Am I as a Person?

To balance my passion for all things financial planning, I am a tragic football fan of the round ball variety.

I am a discerning foodie, enjoying my time in the kitchen experimenting with new recipes with varying degrees of success. However, often I like to leave it to the professionals and enjoy a good meal out with good company.

I have also been told that I read far too much and rotate my reading material between science fiction, fantasy, crime thriller, contemporary, classical, politics and history. Reading has helped me not only expand my knowledge but also teaches me empathy, honing my ability to observe issues from the perspective of others. With whatever spare time I have, I very much enjoy writing and dream of becoming a published author one day.

But my most important responsibility (and a relatively new one) is the role of favourite uncle to my beautiful niece Luna.

“Reading has helped me not only expand my knowledge but also teaches me empathy, honing my ability to observe issues from the perspective of others”

Documents:

Financial Planning Services:

  • Personal Superannuation advice
  • Self Managed Super Funds
  • Wealth Management & Non-Super Investment advice
  • Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
  • Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
  • Taking a redundancy
  • Inheritance
  • Family matters

  

  • Gearing advice through Margin Lending strategies
  • Debt Management
  • Estate Planning
  • Cash Flow Management
  • Pre Retirement and Retirement Planning
  • Centrelink Benefit Strategies
  • Estate planning
  • Relationship breakdown