Lachlan Money - Buderim's Financial Adviser
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
Reviews
Reviews are taken from publicly available sources.
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!
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.
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!
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!
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.
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!
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Lachlan Money - Buderim's Financial Adviser (this page) | ★ 5,0 | 19 | No |
| 2 | Client Focused Financial Planning | ★ 5,0 | 24 | No |
| 3 | Propel Financial Advice | ★ 5,0 | 23 | No |
| 4 | Fiducian Financial Services - Sunshine Coast | ★ 5,0 | 3 | No |
| 5 | MB Financial Group | ★ 5,0 | 195 | No |
