Lachie Cruickshank

Count Gold Coast

Bronze

2 Yrs Experience

Southport, QLD 4215

About Lachie
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I love helping our client's plan for their future and achieve their goals. We specialise in retirement planning advice which involves people approaching retirement and who are generally uncertain about how it will actually work, how much they need, will they have enough etc. We sit down and go through what is important to each person and create a customised plan that will get them to where they want to be.

We provide wholistic financial advice also dealing with 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 5 years experience in the financial services industry. I graduated from a Bachelor of Commerce degree majoring in Financial Planning in 2020. I have been provding advice for 2 years after becoming a qualified Financial Adviser under the new ASIC professional year requirements.

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

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

4.75 May 2024

Lachie is always professional when we deal with him and provides us with thorough information related to our current circumstances and future financial planning. He explains everything really well allowing us to feel very much 'in the loop' with what is happening with our finances without using financial jargon that might not make sense if you do not work in the industry. Lachie is quick to respond when we have additional questions and follows through with what he has said he will do. We would highly recommend Lachie to our friends and family.

5.00 May 2024

Lachie Cruickshank is a fantastic Adviser and great to work with. He replies promptly to my calls or queries, understands my goals and explains multiple options in a way that really helps me make informed decisions. On top of that - he's a nice lad! I had the same Adviser with Count for over 10 years, so I was apprehensive to work with a new Adviser at first, but Lachie made is easy and he is a great fit for me. I highly recommend Lachie.

5.00 May 2024

I was referred to Lachie by my Count financial adviser in Sydney when I was seeking advice about a financial gift to each of two god-daughters. The process of arranging the appointments was well managed and he adapted to a late change due to unforeseen circumstances. He provided useful advice to both young women using words and concepts which were easily understood then checked back for comprehension and on the future plan. My god-daughters will inherit money from me in time and I feel comfortable that they will have judicious financial advice when they need it.

5.00 March 2024