Lachlan Partners has been operating in the current form since
1st July 2008.
Lachlan Partners traces its origins back to 1925 as a result of a
number of very successful, experienced and complementary businesses
that have merged into the one
Those businesses include the likes of Smith, Peacock and
Henshaw; Rost & Kitchener; dbc Associates; Collins House;
Peloton Private Clients and Investstone Wealth Management.
Investstone Wealth Management was formerly know as Donnelly
Money Management. Austin Donnelly was one of the founders of
wealth management in Australia and his intellectual
property including the successful use of the Zone System is the
property of Lachlan Partners.
Key to the success of these mergers is a shared commitment to respect,
professionalism, accountability, enjoyment and passion, the Lachlan
Partners’ values. The combined group delivers an integrated and comprehensive offering
to our clients. These offerings are provided by a team of highly
qualified advisors and consultants working from offices in
Melbourne, Sydney and Brisbane.