Lachie Cruickshank

I’m passionate about helping clients feel confident about their future. We specialise in retirement planning, supporting people as they approach retirement and navigate questions around how it all works, how much they’ll need, and whether they’re on track. By taking the time to understand what matters most to each person, we build a tailored plan designed to help them achieve the retirement they envision.

We provide wholistic financial advice including superannuation, non-superannuation investments, cashflow, debt management and insurances. We have a wide range of clients at all different stages of life.

I have over six years’ experience in the financial advice industry. I graduated with a Bachelor of Commerce majoring in Financial Planning in 2020. After completing ASIC's professional year requirements I was appointed as an authorised representative of Count Ltd in December 2022.

Outside of work you will catch me either surfing, fishing, playing golf and or whilst spending time with my partner Faith.