Presenting your plan
Let's make a plan
Book a 90 minute plan meeting with Lachlan Money.
In this meeting, we will present your new financial plan. We will have crunched the numbers to present a clear action plan with the financial structure and steps to address all your priorities and 'what ifs'.
Following your meeting, we will work through all outstanding paperwork, deal with the funds / banks / investments / insurers, and ensure that we're speaking to all the right parties required.
Call us on 1300 983 942 to request an out of hours appointment if the available times do not suit you.
