Your Financial Journey

Where are you on your financial journey?
Select a stage you feel you have reached for more information

STAGE 1

  • Struggling to grow your savings
  • Needing to sort out your super
  • Want to maximise tax savings
  • Wanting to buy your first home
  • Thinking about starting a family
Reach out for help

STAGE 2

  • Want to get serious about your future and build wealth
  • Uncertain how to make this happen or if you’re on track
  • Wanting to take care of your family
  • Need to manage debt better
  • Wanting to maximise your super
Reach out for help

STAGE 3

  • Concerned about the money you’ll need
  • Feel like you’ve left planning too late
  • Wanting to enjoy retirement
  • Need an expert to show you the right way
  • Want a balanced retirement lifestyle
Reach out for help

STAGE 4

  • Feel your retirement money won’t last
  • Wanting to enjoy retirement
  • Need to make your money stress-free
  • Want to maximise your tax savings
  • Wish to pay little or no tax in retirement
Reach out for help

STAGE 1

  • Struggling to grow your savings
  • Needing to sort out your super
  • Want to maximise tax savings
  • Wanting to buy your first home
  • Thinking about starting a family
Reach out for help

STAGE 2

  • Want to get serious about your future and build wealth
  • Uncertain how to make this happen or if you’re on track
  • Wanting to take care of your family
  • Need to manage debt better
  • Wanting to maximise your super
Reach out for help

STAGE 3

  • Concerned about the money you’ll need
  • Feel like you’ve left planning too late
  • Wanting to enjoy retirement
  • Need an expert to show you the right way
  • Want a balanced retirement lifestyle
Reach out for help

STAGE 4

  • Feel your retirement money won’t last
  • Wanting to enjoy retirement
  • Need to make your money stress-free
  • Want to maximise your tax savings
  • Wish to pay little or no tax in retirement
Reach out for help

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.