At McLauchlan Wealth, we help and advise people just like yourself. Through our years of experience helping clients at different stages in their lives, we have developed the knowledge and skills to help clients like you achieve their financial objectives and goals.

Below are just some of the different types of people we can assist.

Families

Raising a family can be rewarding but also challenging and coordinating your busy life can often mean important financial decisions are neglected. If neglected too long, this could significantly impact your financial future.

These decisions are important and should be careful considered. Do you wish to have someone to partner with to help with these important decisions, putting a plan of action in place to help you make smarter decisions with your money? This is where we can help.

Being a family-owned business, we understand the pressures of raising a family and that sometimes things do get overlooked. At McLauchlan Wealth our experienced financial advisors specialise in helping everyday families achieve the financial future they have dreamed about, helping with important financial decisions and making it as stress-free as possible. Reach out today to speak with one of our advisors.

High income earner

You make a good income but are you making smart decisions about your money, working towards achieving your financial goals and building that financial future you dream about? Perhaps life is too busy with earning that income that these important decisions and managing your finances falls to the bottom of the priority list.

Do you wish to have someone to partner with to help ensure that you are on track, putting a plan of action in place where you do not have to be involved in every little detail? This is where we can help.

At McLauchlan Wealth our financial advisor’s partner with you to ensure you are on track and are making smart decisions with your money, removing stress and worry about your financial future. Reach out today for a free initial consultation.

over 55

At this stage of your life your retirement comes more into focus, and you have begun to think more and more about the future and what it looks like for you. Do find yourself pondering what life looks like after retirement? Am I on track to meet my retirement goals?

You may wish to maximise your nest egg before retirement but am unsure what is the best path to take to achieve this. This is where we can help.

At McLauchlan Wealth, we help you make those very important decisions about your wealth through our years of experience dealing with clients exactly like you. We take away the stress and concern and provide you with a personalised plan to ensure you achieve your retirement goals. Reach out today and speak with one of our expert financial advisors.

Retirees

You have now reached the point where your paid employment has ended, and you start to plan for the next stage of your life. This may include extended periods of travel or being more available for your grandchildren. It is now time to enjoy life and pursue those lifelong passions.

But this stage of your life can be stressful, as you will be responsible for funding your lifestyle for the rest of your life. Do you have enough funds to maintain your lifestyle for your whole retirement? There are lots of complexities that can make your retirement planning a daunting experience. This is where we can help.

At McLauchlan Wealth, we deal with clients exactly like you who wish to ensure their retirement lifestyle is maintained. With the help of our experienced financial advisors, we create personalised financial plans to ensure the funds will last your whole retirement, removing the stress and worry so you can get on and enjoy life.

business owner

Being a business owner is stressful, with balancing the responsibilities of running a business with the duties of family life. Life sometimes just passes by with important financial decisions pushed down the priority list. These delays can have considerable implications for you and your family’s financial future.

These decisions are important and could have you paying less tax or protecting your family’s income if something was to happen to you. Do you wish to have someone to partner with to help with these important decisions? This is where we can help.

At McLauchlan Wealth we are business owners ourselves and so know the concern that comes with managing both your personal and business finances. Our financial advisors already help clients exactly like you, deal with the important financial decisions, making it as stress-free as possible, so you can get on with growing your business.

Contact us today

Our clients say

We have been clients since 1976. MacLauchlan’s have guided us on our financial journey resulting in a comfortable retirement for us. I cannot recommend them highly enough.

Kevin & Sue B

Leighton and the team from McLauchlan Wealth have provided us with great insight into investing. We have sought advice from others before but have not found… them to be as responsive and professional in their approach. Leighton has provided us with additional support and advice that went over and above our expectations. I have no hesitance in recommending them to anyone looking at building wealth for the future.

Sean & Angela G

We have found Leighton to be professional, accessible, and always committed to generating the best outcomes for us as the client. We have quickly built a high level of trust through a strong two-way working relationship and definitely feel that Leighton clearly understands our financial objectives and is genuinely invested in helping us achieve them.

Matt & Monique P

Paul and I met Leighton and Andrew on our accountant’s recommendation upon realising that whilst we were relatively decent at making money and brilliant at spending it, our administrative skills had a lot to be desired. Though dubious at first, it become clear very that we should have received financial advice from these two gentlemen years ago. We particularly value the integrity of the McLauchlan Wealth team and feel comfortable to put our finances in their care and to guide us in the right direction. We look forward to a prosperous retirement one day, with many thanks to Leighton, Andrew, and the team.

Paul C & Sarah B

My retirement was looking extremely dismal until I moved to McLauchlan Wealth. Now I know I can look forward to a happy and financially secure future with lots of creature comforts. Thanks to all the team!

Suzanne P

McLauchlan Wealth have been guiding and advising us for over 30 years. During that time, they have coached and counselled us through various investments, superannuation, insurances, wills and, more recently, our transition to retirement. Andrew’s depth of knowledge, integrity and professionalism is commendable.  He has a way of making you feel at ease, even when discussing the most complex money matters, something he explains in easy-to-understand layman’s language. Our meetings always leave us feeling confident our finances are in very capable hands.

Dave and Wendy G

If you’re ready to experience the world differently too, get in touch with us today on (07) 5539 9095.