Client Testimonials

I recently met with Lachlan Money to assess my financial situation and plan for pre retirement and future estate planning. Lachlan was very helpful and understood my situation immediately. He was friendly, easy to discuss with and be open about these sometimes delicate matters. I appreciated the time and advice Lachlan gave me and will be pleased to engage his services in the future. Thank you.

I cannot recommend the team at Stream Financial enough, they are lifesavers! Janis has been terrific even when I was not at my best and Tim is amazing and reassuring when I needed someone to talk to. It has been a life changing out come for myself and my family from the bottom of our hearts Thank you!

Lachlan was extremely helpful and professional, always there to assist and answer any questions. Lachlan truly went above and beyond to help myself and my husband with all our insurance needs. Very happy and thankful to you.

I have had Janis handling a case of mine and it was fast and successful, thank you so much for taking me on. Janis is awesome, she is the one you need on your side when you have to solve something with an insurer. I have also dealt with Stuart and Conrad, and all the team are enthusiastic, knowledgeable and professional.

Stream Financial have been excellent in the way they conduct business. We have been extremely impressed with Janis Glassop. Janice is one of the most friendly, professional person we have ever dealt with, Janis would be a most valuable employee in any business. Thank You Janis All the very best in the future. Stay safe.

We have had the good fortune of working with Janis Glassop over a period of time on a very complex and distressing case. I cannot recommend Janis enough. Janis has at all times gone above and beyond in her role representing us. She has been totally committed to our case and her professionalism, knowledge and efficiency has been outstanding. Janis also has a very caring manner and takes the time to get to know her clients, which has allowed us to put complete trust in her with very personal information. I highly recommend Janis and the whole team at Stream Financial.

I would like to thank Janis for her amazing help when our insurance provider took out $6474 in error from our bank account (as we have a monthly direct debit with them). It was very complicated but Janis made them fix their error and refund all of our money back to us. I’m sure if I was solely dealing with the insurance provider on my own that I would still be waiting for our money to be refunded. Words cannot express my gratitude.

I have been insured through Stream Financial for a number of years and have recently had to make a claim on my IP insurance. I was in a very vulnerable place at the time and through the interactions with the team at Stream Financial I felt acknowledged and supported through the whole process. Initially meeting with Lachlan who was patient and thorough through the initial first meetings and then had the fortune of having Janis assist me from there on with regular phone calls to just check in and see how i was feeling as well as liaising between the insurance company on my behalf until I felt able to do so myself. I would highly recommend the team at Stream Financial as in my experience, I was entirely supported through the claim process and feel that they put me, the client first.

I have been looked after by Streamfinancial for a few years now, and I am always impressed with the professionalism, knowledge, support, friendly & timely response, and especially the kindness shown by staff, who always bend over backwards to help. I would never have any problem in recommending their services, as my experience has always been positive.

After giving Janis the policies and permissions she made it an easy task from our point of view, Janis worked very hard, had answers quickly and kept me up to date on all aspects of the claims, I gave Janis any and all information she asked for and found Janis very trustworthy and really on the ball, all the claims went through quickly and left us very happy campers. In fact the whole Stream Financial team is trustworthy and knowledgeable. We have used their services since then on other matters and would not hesitate in making a recommendation for Janis.

I only have great things to say about Stream and the boys Conrad and Lachlan. Conrad especially helped me to see exactly where I need to be putting my money and it turns out its not all onto the mortgage. He showed me a strategy that not only secures my Super but also pays off my mortgage faster. Best money spent to get on track and learn more about how I spend my money and where its best spent. Thanks Guys, I am telling everyone about Stream.

What a great experience I had. The team members I met with only wanted to work out the best option/s for me. I wont hesitate to recommend them to anyone.

Janis did everything she could possible do, she was amazing. I wouldn’t have been able to do it, I wouldn’t have know what to do so having her guidance was amazing. Having her do it took the pressure off me and I could concentrate on myself and getting better. So I would rather her do it, its her job and she does it very well. Having Janis do it was 100% the right thing.

If I had to do this myself, It would have been too much stress and I would have not worried about it – I want to thank Janis and Rebecca who made it a lot easier…. Being a one wage household, just having that money there has just taken a lot of stress off.

“Nothing was ever too much of a problem for the team, I had their support and they held my hand through the whole process. I was able to move forwardly confidently. Every single time I needed to get information through to help make the claim, they were right there… the team was great. I was very grateful for having the income protection that I had, I was able to continue to pay the mortgage off and stay on top for the five months I was unable to work.”

“I was able to go straight to the private hospital, get all the physio that I wanted and the rehab I needed and actually get back on my feet, so much quicker… It was less than 48hrs and the money itself appeared in my bank account, from the time I phoned the guys at Stream. I don’t even think I filled out any paperwork… It was one of those experiences where it was like ‘wow’ did I just get that good of an experience?”

“We do have income protection, unfortunately, the income protection wasn’t taken out with Stream but with another provider, it was a good one however, it wasn’t managed that well. We looked to Stream to helps us with our personal insurance. Stream was able to take over it [the claim] for Carl as a gesture of goodwill for us. It was unbelievable, particularly as the company where the claim was through wasn’t that great. Stream helped us navigate the procedure and made it easy. ”

“Stream really care about the people they’re helping… they’re doing it for the satisfaction of the person getting what they really need out of it and making sure the people get looked after in their time of need.”

I’ve had the pleasure to deal with the Stream financial team professionally with advise for clients in my business & also handling our personal affairs for the last several years! They offer top service, communicate well & have the clients best interests at heart. I do & will continue to highly recommend them to friends, family & clients.

Lachlan has been fantastic in helping us sort all our personal insurances. He has put forward scenarios and information that has really made us think about the benefits of certain insurances and what we do and don’t need in other areas. Highly recommend Lachlan and Stream Financial.