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Lachlan Partners ethos of delivering the
highest standards of service and provision of independent advice
has been further instilled across the group through our merger
in 2009 with Investstone Wealth Management which was formally
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.
The Zone System is a measure of where the
market is positioned compared to historical data. This has been
recently tested and optimised by academics at the Melbourne
Centre for Financial Studies in 2009 and 2010. As John Fowler,
Research Fellow, at the Australian Centre for Financial Studies
concludes, this
independent review has indicated that very significant gains
appear to be available by adopting the Zone System.
Our Lachlan Partners' Wealth Management division places great emphasis on working with you to outline and achieve your lifestyle and financial goals. To us, it's the most important part of successful wealth management. While some financial service providers focus on selling you short term investment products, we like to create water tight, tailored strategies that add genuine value to your life by helping you achieve your goals.
Our services include:
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