About Me

Lachlan is committed to working with clients to grow and protect their wealth, understanding their immediate and longer-term needs, so that he can support them in achieving their goals. Energetic and passionate, Lachlan takes the time to listen and discover what is important; providing guidance, simplifying complex solutions and supporting clients in making important lifestyle and financial choices. His approachable nature facilitates long term relationships, meaning that he is with his clients for the journey and not focused on only short-term wins. Through his experience working with business owners, Lachlan can also assist in areas unique to self-employed clients.Lachlan has over 10 years’ experience in financial services and has worked in private practice and for larger listed corporations, supporting private clients and business banking clients. He regularly participates in ongoing education to ensure he remains up to date with the latest legislation and investment strategies for confidently achieving your financial planning goals.