Leighton is a Financial Planner at McLauchlan Wealth and is driven to provide exceptional advice and service to his clients. Working closely with clients to understand their unique financial situations, Leighton develops personalised and objectives-based financial plans for all clients, to help them reach their financial goals.
Leighton has been in the finance industry for over 15 years in New Zealand, United Kingdom and Australia and has developed extensive knowledge and experience in all aspects of financial planning, including investment management, retirement planning, estate planning, tax planning, and risk management.
“One of the most important things we do is to check whether a client is on track and if not, what can we do to change this. Our focus at McLauchlan Wealth is to help clients to make smart decisions with their money – to grow their wealth but also to protect it. The advice we provide is all based around achieving client goals in the most efficient way possible and then to communicate this in a clear and easy to understand way. We also understand that things change in people’s lives and that financial goals need to be adjusted. That’s why building long-term relationships with clients based on trust, integrity, and professionalism is at the heart of everything we do”.
Whether clients are accumulating wealth, paying down debt and looking to financially protect their family, or looking to create a comfortable lifestyle in retirement, this is where Leighton can help.
It's always a pleasure meeting with Leighton. Comforting knowing that he is looking after my superannuation and has my best interest at heart.
To be honest if it wasn't for Leighton we would not have had the confidence to set our SMSF, Leighton always makes us feel calm and confident when we have our catch ups biannually and we always leave his meeting relaxed and confident for the future of our SMSF. Thank you Leighton for all your support now and long into the future!
Leighton was very knowledgeable around our transitioning to retirement. He was able to answer all our questions and attend to all the relevant paperwork in a prompt and professional manner. I would have no hesitation in recommending Leighton to anyone wanting professional financial advice.
Extremely professional and knowledgeable adviser.
Leighton and the team at McLauchlan Wealth have been open, honest and reliable when it came time to reviewing my personal investments and my personal insurances. I was looking for that personal touch and MW have provided that. Thank you and highly recommend them for financial advice.
- Adviser status Bronze
- Number of reviews 6
- First year providing advice 2018
- Years of experience 5
- Bachelor of Business Studies
McLauchlan Wealth80 Upton St
Bundall, QLD 4217
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Gps Wealth Ltd