Jeff McLachlan

Jeff has provided sound advice on my investments through personal contact, email & by telephone.

He has responded in a prompt manner & follows up on any queries I may have.

For a number of years Jeff attended to my parents' financial requirements. They always spoke highly of Jeff. Following my father's death I attended Mum's annual reviews and was most impressed with Jeff's friendly and respectful attitude towards mum. More importantly, he understood mum's conservative outlook and never strayed from investing mum's funds in stable and safe products. After I retired I chose to retain Jeff as my adviser and have never regretted my choice.

Honest, competent, experienced, accessible, responsive.

Jeff has been our valued and trusted adviser for well over 20 years. We first approached Jeff about 10 years prior to retirement and he has managed and advised on our superannuation and investments since. Through good times and the numerous market downturns over that period, Jeff has without fail advised my wife and I appropriately and with well researched advice on investments and strategies to ensure strong, regular returns. He has always been responsive to any questions we have, and gives well considered advice on the range of issues that arise when approaching and entering retirement. We wouldn’t hesitate to highly recommend Jeff to anyone seeking a financial adviser, and to take up Jeff’s offer of a free initial consultation.