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.
Making more possible. What do you want from life and how can we get you there?
When banks compete, you win. How long has it been since you last looked at your mortgage?
Set it up in your family’s favour. Are you putting your head in the sand, or taking responsibility?
Preparing for the worst. Have you ensured that you won’t lose anything more than your health?
FREEBIES
Free stuff to get you started!
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.

I needed help and guidance, with Lachlan at Stream Financial I found him very approachable and had me at ease talking about an area i really didn’t know much about. Lachlan listened to me and delivered, he answered all my questions and now I feel comfortable knowing I am covered correctly and as an added bonus I am more knowledgeable thanks to him!

You have all the qualities to be a great adviser and leader in this rewarding industry. Like I have said many times “a true professional, no matter the industry, is someone who cares” and you already show the key attributes of an adviser that cares.

Lachlan goes way beyond his duty of care with all his clients, not only ensuring they have the best possible advice, he also takes the time to make sure they understand it.
BLOG
Read my thoughts and a wide range of topics.
3 Simple Ways to Rev up your Superannuation
For something that is so crucial to our long term wealth and well-being superannuation is something which seems to be only ever discussed [...]
Caring is sharing
I’ve always had difficulty sharing. While others had interesting stories, something bothering them or something they were excited about... I never felt a [...]
The psychology of being liked
Life is just easier when you’re liked isn’t it? Working with people who you get along with, having clients that like you, and [...]