Lachlan is someone we continue to have confidence in re the managing our investments and money plans in retirement. He is always available and immediate responses are what we have come to enjoy. We have found his advice certainly matched our considered plans moving forward and we are more than confident of this continuing.
We have been more than happy with our association with Lachlan over the past 7 years, his advice that we have received on numerous occasions, his ability to be able to put into words that we understand and the reasons for the actions he or we should take. Our portfolio has been managed well, especially over the last 18 months keeping us duly informed and checking on our needs which he does on a regular basis. Lachlan promptly answers calls or emails and makes us feel a very valued client, we can also say his staff are equally attentive and met our request for information the same day.
EPG WealthThree International Towers, Level 22, 300 Barangaroo Ave
Barangaroo, NSW 2000
- Adviser status Bronze
- Number of reviews 2
- First year providing advice 2014
- Years of experience 9
- Diploma of Financial Planning
Epg Wealth Pty Ltd