CLIENT STORIES
“It’s the possibility of having a dream come true that makes life interesting.”
― Paulo Coelho
CHRISTIE’S STORY
Christie is a Massage Therapist who built her own business from the ground up. She’s a passionate and caring person who loves looking after her two Border Collie puppies, Jersey and Diesel. Being a big nutrition and exercise fan, Christie is always happy to share her favourite healthy recipe or exercise tips.
VANESSA’S STORY
Vanessa is a real people person, and jobs she enjoys doing most are the ones that enable her to care and looking after people, and have a bit of fun doing it. Her biggest passions in her life are her family and travel, with one often leading to another!
DARCY’S STORY
Darcy is an exercise physiologist who has started his own business and enjoys helping people improve their physical health with rehab and strengthening programs. One of the most qualified people in the gym you’ll ever meet, Darcy genuinely cares about the people he meets and helps reach their goals.
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.
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.
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.
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!
I’ve known Lachlan for a number of years, and from the minute I met him was struck by how interested he was in getting to know me. It wasn’t about selling his services, it wasn’t about evaluating whether I’d add value to him, it was honest and authentic conversation, and that’s how best to describe Lachlan. Because he is an honest and authentic person, he cares about what he does, who he interacts with, so you know that you’ll only ever have a great relationship with Lachlan and a great friendship as well. He is one of the most passionate and driven people I’ve met, always on the go, but always has time for you.
Lachlan Money is a young man wise beyond his years. I’ve been involved with him as part of a business networking group for some time, and his maturity and wisdom never cease to amaze me. He is held in very high regard by his peers, and has taken on a leadership role which would regularly go to a more senior member of the group. He is very active in the local performing arts scene, and just a terrific contributor to the local community. I have no hesitation in recommending Lachlan as a trustworthy financial advisor, a professional who goes the extra mile to meet the needs of his clients.