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Lachlan Partners

Business Type

Investment & Financial Advisers

Services & Products

Retirement Planning
Succession Planning
Retrenchment & Redundancy
Strategic Advice
Taxation Assistance
Investment Advice
Wealth Creation
Wealth Management
Risk Management
Portfolio Review
Portfolio Management
Savings Strategies
Estate Planning

Lachlan Partners

Chartered Accountants, Business and Financial Advisors

1. Accounting and Business Advisory (Business Advisory, Accounting and Taxation)

2. Audit and Assurance

3. Wealth Management

(Wealth Management, Investment / Portfolio Management Services, Risk Insurance)

4. Property

Lachlan Partners is a Private Advisory Firm providing strategic financial advice. Lachlan Partners successfully manage investment portfolios, taxation, compliance, assurance and accounting affairs for high net worth clients, their families, trusts and charities.

The Lachlan philosophy centres on the total integration of their client's personal and business affairs and while acting independently and objectively to provide the best financial solution for each of their clients. Lachlan Partners' trusted advisors have a passion for personal service at an individual level and thrive on the provision of tailored, personalised solutions.

Lachlan Partners' offices are located in Melbourne, Sydney and Brisbane.

Lachlan Partners Financial Services operates under its own licence - Lachlan Wealth Management Ltd (ABN 30 111 060 587 AFSL No. 289986)

1800 643 631
Service area for Lachlan Partners
Providing Service :
Offices in Melbourne 3000; Sydney 2000; Brisbane 4000.

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