Lombardi Partners

28/08/2026

What a great cause to bring out the black tie! Partners, Joseph Lombardi and Ramon Bernardi were delighted to attend Ironfish’s Raising the Standard Gala at the Park Hyatt Melbourne last Wednesday, 19th August.

They enjoyed a faboulous evening hearing from industry leaders, Joseph Chou (CEO & Founder of Ironfish) and Tim Forrester (Founder & Managing Director of ARIA), who shared their insights on leadership, excellence and an exclusive preview of Sanctuary, ARIA’s ambitious new vision.

18/08/2026

We’re thrilled to celebrate the incredible achievements of 8 of our team members who have been promoted! These well-deserved promotions recognise each individual’s outstanding effort, contribution and unwavering commitment to our clients, our team, and our values. Congratulations to each of you – we couldn’t be more excited to support you in your respective next career steps.

14/07/2026

Our Melbourne office has moved! We've had an exciting few weeks and are looking forward to our clients and friends visiting us at our new office at Level 20, 140 William Street, Melbourne. Not planning a visit anytime soon? A sneak peak into our new space will be live in the coming weeks.

08/07/2026

We are celebrating an exciting new chapter welcoming our newest Partner, Scott Rae, to the leadership of Lombardi Partners. Scott joins us with members of his client service team, Matthew Crooks, Alice Vo and Sian Gregoire-Bennett.

Coinciding with Scott and his team joining Lombardi Partners, we are also launching our second office in Geelong which will initially be serviced by Scott and his team as we continue to expand our services into the greater Geelong region.

“We are always looking for quality people to join our business and with Scott, Matt, Alice and Sian we have 4 more quality people who share our values and our commitment to providing exceptional client service. This is an exciting time for Lombardi Partners after another successful and rewarding year of growth for both our business and our people.” – Norman Elliott, Managing Partner

“This marks the beginning of an exciting new journey. My team and I are honoured to be joining such a highly regarded firm as Lombardi Partners who share our commitment to exceptional client service, care and excellence. It is a wonderful opportunity that will only improve on what we have built to date and be an incredible benefit to our clients and team.” – Scott Rae, Partner

This exciting new venture brings a wealth of opportunity for our team and clients alike. If you would like to be a part of our growth journey, reach out to Norman, Scott or our General Manager, Sehran for a confidential chat.

03/07/2026

Success is never the result of one person, it comes from a team of talented people working towards a shared goal.
Yesterday we took the opportunity to press pause, come together over lunch, and celebrate an incredible year. A year of growth, collaboration, resilience, innovation, and outstanding client service.
Every person in our firm has played a part in what we've achieved. Whether supporting clients, mentoring colleagues, solving complex problems, or working behind the scenes to keep everything running smoothly, every contribution has mattered.
We're incredibly grateful for the dedication, professionalism, and care our team brings every day. Thank you to each and every one of you for making our firm such a great place to work and helping us continue to grow together.
Here's to celebrating what we've achieved in FY26 and to an even better year ahead!

01/07/2026

Congratulations to Simon Castellain on your milestone achievement! Your well-deserved promotion reflects your dedication to the growth of Lombardi Partners and we look forward to celebrating many more successes with you in the future.

28/05/2026

The 2026–27 Federal Budget included a number of proposed tax and business measures, but the real question is what these changes may mean in practice for individuals, families, investors and business owners.

Rather than simply summarising every announcement, we have prepared a short opinion piece highlighting the areas we think are most relevant to our clients, including the broader direction of tax policy, proposed personal tax changes, property-related measures, small business concessions and planning opportunities.

While many of the measures remain subject to legislation, there are still important takeaways for clients to consider as we move into the new financial year.

Read the full update here:

Key takeaways Discretionary trusts move from “flow-through” to a 30% trustee-level minimum tax from 1 July 2028. Individuals get a non-refundable credit;

31/03/2026

Our Life@Lombardi Team were back at it again for the 2026 Run for the Kids on Sunday 29 March.
Each year our team of participants grows and it's nice to see the next gen joining in to support a great cause too! Well done to all of our team, especially the long course runners!!

20/02/2026

Our Lombardi Women team were thrilled to return to Macquarie Group’s Melbourne office for an updated session on budgeting, investment, and superannuation. Thank you to Sarah Robinson (Private Banker) for hosting and to Isabelle Dowling (Private Banker) for the insightful presentation.
Another fantastic morning spent learning and connecting with an amazing group of women.

20/12/2025

As the year comes to a close, we’re taking a moment to reflect on a fantastic 2025 at Lombardi Partners. Here is a look back at some of our favourite moments from the year.

Our office will be closed from Monday, 22 December and will reopen on Tuesday, 6 January 2026.

Thank you to everyone who supported us along the way. We wish you a joyful festive season and a great start to the year ahead! 🎄