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

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

Our offices are located in Melbourne, Sydney and Brisbane.

STOP PRESS

1. Australia's Future Tax System Review (Henry Review) Report was released on Sunday 2 May 2010 along with the government’s initial response to the reform recommendations. Our leading tax advisors have provided a summary and an analysis of the report's recommendations and the government's initial response to them. This is available on our website library and by clicking here.

If you would like to discuss the implications of the current tax reform review for your business or your personal financial arrangements, please contact a Lachlan Partners' advisor.

2. Financial Advice Reforms, (Ripoll Inquiry) announced 26 April 2010 by the government are welcomed by Lachlan Partners. The firm already practises the proposed changes and has always provided independent professional advice on a fee for service basis. No commissions! Click to read more

3. 2010 Budget Report Click to view report



Lachlan Partners is proud to be a member of these associations.
Lachlan Partners is the proud owner and publisher of Australia’s leading investment and wealth management newsletter “The Investing Times”.

To read more about Investing Times click here
To subscribe online click here


Lachlan Partners presenting at the Trading & Investing Seminar & Expo. Click here or visit our Events & Media page for a special offer.

Chartered Accountants
FPA
TIA
CPA
REIV
  SPAA
Lachlan Partners Financial Services operates under its own licence - Lachlan Wealth Management Ltd (ABN 30 111 060 587 AFSL No. 289986)