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Lachlan Money - Buderim's Financial Adviser

Lachlan Money - Buderim's Financial Adviser

5.0(19 reviews)See reviews ↓·Sunshine Coast

About the company

Lachlan Money is an experienced financial planner based in Buderim. Lachlan Money assists people of the Sunshine Coast. Lachlan Money was associated with Stream Financial.

What customers say

Based on genuine customer reviews

Lachlan Money is repeatedly described by clients as dependable, personable and genuinely invested in understanding their goals before offering direction. A theme running through the feedback is his depth of knowledge across personal insurance, income protection, business cover and investment strategy, with several clients noting that he explains complex policies in plain language and tailors solutions to individual circumstances. Reviewers frequently highlight his patience in listening to their needs and his thoroughness when reviewing existing arrangements, including one account of a comprehensive insurance audit that led to a referral for income protection cover.

His communication is described as prompt and his manner relaxed, which clients say puts them at ease during discussions about their financial future. The clarity he brings to retirement and portfolio planning comes up often, as does the peace of mind reported after following his advice, such as one client now on track toward buying a home. Long-standing relationships and repeat referrals from family and friends are common in the accounts, alongside praise for his humour and the welcoming reception received at the Buderim office.

Reviews

Reviews are taken from publicly available sources.

NV
Neill Visser7 June 2024

Lachlan and the team and stream financial are excellent. Very prompt with their communication and extremely hospitable when I visited their office. Lachlan is very knowledgeable when it came to explaining personal insurance and made it very easy to understand what policy would best suit me. Highly Recommend Lachlan and the team at Stream Financial!

RP
Renine Philpott24 February 2023

Dear Lachlan Thank you for a great B2B session. Its not just about our businesses but who we really are as a person. It was really nice getting to know you Lachlan. Thank you for spending so much time with Alan and myself and for giving us a wealth of knowledge. Your relaxed way of conveying such important information immediately put us at ease. You made the dark and unknown future clear and achievable within minutes. By the time we left it felt like the weight of the world has lifted from our shoulders and our future here in Aus what we have always been dreaming of. Many thanks Lachlan, you’re now stuck with us and we’ll be back as soon as we achieved our permanent residency.

KD
Kirsten Driscoll27 October 2021

We have been working with Lachlan over the past year as our financial advisor. He has assisted us in creating a cohesive plan for our financial future. Lachlan has reviewed our insurance and assisted in ensuring we had the best policies with adequate coverage. He is highly knowledgeable and thorough and really takes the time to get to know your unique situation. Lachlan is an all round great person to work with. We value his knowledge and easy to understand explanations and great ongoing advice that he provides us. We couldn’t recommend him more highly!

AA
Adam Adra11 October 2021

Lachlan is as reliable a person as you'll find anywhere. He values relationships and takes the time to really understand what your goals are and what you hope to achieve. I'd highly recommend him!

PW
Pete Woodcroft7 September 2021

I would like to thank Lachlan for helping us with understanding all the information he provides, in turn allowing me to make the right decision for what works for me and my future. His follow ups and patience were outstanding. I would highly recomend Lachlan to anyone needing help with making sense for their future.

BC
Brendon Clancy4 May 2021

Lachlan's much needed sound advice for my wife and I was clear, precise, and objective. He brought such clarity to our unique life circumstances at this time of our lives. I would highly recommend Lachlan’s extensive financial services to anyone who is serious about getting more understanding and direction about how to best manage their portfolio. Thanks Lachlan for all your help; much appreciated. We will be back!

MD
Marina de Jager28 January 2021

Lachlan was fantastic to work with! He was incredibly professional and organised and made the entire process simple and smooth. I'd recommend him to anyone for his lovely approach and advice.

Financial advisers & planners in Sunshine Coast compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sunshine Coast are compared.

RankProviderRatingReviewsOpen Sat.
1Lachlan Money - Buderim's Financial Adviser (this page)★ 5,019No
2Client Focused Financial Planning★ 5,024No
3Propel Financial Advice★ 5,023No
4Fiducian Financial Services - Sunshine Coast★ 5,03No
5MB Financial Group★ 5,0195No
Contact
+61401581040www.lachlanmoney.comUnit 11/100 Burnett St, Buderim QLD 4556
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed