I have a passion for helping as many people as I can to reach their financial goals and achieve financial freedom. Working one on one with clients is the best way to do this and at Discover, our process evolves around you, while other financial planners may start with a pre-created plan before even meeting with you, that's not us. We start with a blank piece of paper, then we listen to you; your present situation, your obstacles, and your dreams. Only then do we create a proven plan ... Your wealth plan.
A winning wealth management plan should always be changing in response to markets, tax laws, super laws, and more. At Discover, we aim to consistently review your plan to maximize returns and minimize expenses.
I have been in the industry for over 10 years now and strongly believe that it is so important for everyone to spend time with an adviser and get a plan for their future. I have also completed additional training and education in the Aged care space and have helped many clients to navigate this particularly complex situation.
I was nominated to receive the Money Management's Financial Planner of the Year award in 2017, which was an exciting experience and makes me proud to continue working hard in this industry.
Contact me at: firstname.lastname@example.org - I can help you wherever you are in Australia.
Appointing Lachlan as my financial adviser has been one of the best decisions I've made. His knowledge and experience has given me the confidence to achieve my financial goals. If I have any questions or concerns, Lachlan is very quick to reply and is a very approachable person. I feel very confident that the advice given us suitable for my goals and I would highly recommend Lachlan to anyone that is reaching out to a financial adviser.
Lachlan is a very professional adviser, i feel that he listens to my many questions & answers them fully and backs up with lots of data. I feel very relaxed when discussing my financial future and am confident Lachlans advice is exceptional for me going forward.
Appointing Lachlan is one of the best decisions I've ever made financially. His put me on to strategies which will help me in the future to get me to where i want to go. His always there to advise me. I highly recommend him to all my friends, family and to you who are reading this review to take a plunge and get the professional financially advice you need to get to your financial goals. Lachlan has given me advice which has helped me grow my investments.
Lachlan has been a great help for me to set up a more effective and efficient investment strategy, introducing me to new ideas and always explaining them to me thoroughly. Lachlan has helped me make wise personal insurance decisions. Lachlan also is very quick to answer and queries that I have and actively reaches out to me to talk about opportunities or concerns.
Lachlan has given me advice in areas including Insurance and Superannuation. Lachlan was always able to explain things in a clear and concise way that made it easy for us to understand. Through his knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Lachlan's full care and attention when I needed it. I would highly recommend him to anyone looking for financial advice.'
- Adviser status Bronze
- Number of reviews 5
- First year providing advice 2011
- Years of experience 12
- Bachelor of Finance
Discover Financial Partners Pty LtdSuite 104, 9 Ormond Blvd
Bundoora, VIC 3083
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
The Advice Exchange Pty Ltd