Jeff McLachlan

Jeff McLachlan Financial Planning Pty Ltd

Gold
31 Yrs Experience
Melbourne, VIC 3000

I operate a fee for service practice servicing a small number of select clients. The support I receive from Godfrey Pembroke allows me to spend time ensuring my clients receive tailored advice on how best to achieve their goals. My business model ensures that the advice I give my clients is purely based on what best suits their needs. I ensure my clients understand the reasons for my strategic advice.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees for various services are very flexible.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.81
  • Number of reviews 4
  • First year providing advice 1994
  • Years of experience 31
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Jeff McLachlan Financial Planning Pty Ltd

Level 2, 15 Queen St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Godfrey Pembroke Group Pty Ltd

AFSL 245451