Financial Planning Sunshine Coast

Hello! My name is Lachlan Money.

I am an experienced financial planner, assisting the lovely people of the Sunshine Coast achieve a worry free financial solution.

FINANCIAL PLANNING

Making more possible. What do you want from life and how can we get you there?

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LENDING

When banks compete, you win. How long has it been since you last looked at your mortgage?

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ESTATE PLANNING

Set it up in your family’s favour. Are you putting your head in the sand, or taking responsibility?

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INSURANCE

Preparing for the worst. Have you ensured that you won’t lose anything more than your health?

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FREEBIES

Free stuff to get you started!

FREE DOWNLOADABLE E-BOOK

What advice would you give yourself at age 25? I asked that to the 26 people who I most admired and respected to answer that very question. Gain direction and clarity by reading on.

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FREE 90 MINUTE WEBINAR

Find out the truth behind the world of getting into your first home or investment property. Get an insight what things to consider, where to buy and what the advantages and disadvantages are.

COMING SOON

FREE 30 MINUTE ADVICE SESSION

Are you unsure of where to begin or who you can trust? Have some burning questions before going forward? Book an online meeting to chat with me, and I’ll help you out as best I can.

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CLIENT TESTIMONIALS

I found Lachlan to be a very knowledgeable professional, but I was most impressed by his ability to communicate complex concepts in an easily comprehensible manner. He is also a very approachable person who is willing to “go the extra mile” to achieve the best results and to simplify the whole process.

Sam Holmes, Occupational Therapist