Financial Planning

At Stream we take the time to get to know you better.

The finance industry is built on selling products, however these are nothing but tools, we don’t believe in selling tools but rather help you to build.

How we help you build

  • Put you at the centre of everything we do
  • Have real conversations that make a difference
  • Identify the industry’s most useful tools and help you use them in the best way
  • Hold you to account and ensure you stay on track for what you want to achieve
  • Help you understand that its not what you do once a year, it’s what you do every day
  • Understand your story and help you write a better ending
Let's Get Started

Start making more possible now, and book a Discovery Meeting with one of our Advisers

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.

Fiona Ferguson

Start making more possible now, and book a Discovery Meeting with one of our Advisers