LACHLAN SCHONFELDER. Investment Advisory & Superannuation. - East Melbourne (VIC)

5 /5 Cameron Nott: Been working with Lachlan since 2016, he has deep knowledge and connections and was able to help me with retirement planning and SMSF so that my family can have financial freedom when Im older. Professional, curtious and great to work with.

5 /5 Thomas Horgan: When I had problems with our bank Lachlan was there to help. We have a relationship stretching many years. They know me and respond to my needs. In a financial world with some dodgy operators Lachlan is a guy I can trust.

5 /5 Bron Davis: The professional guidance and outcomes achieved for us by Lachlan has been beyond expectations, in this current and uncertain climate. The regular reviews of our portfolio and communication, along with his breadth & depth of knowledge, has given us great confidence in our retirement years. I would highly recommend Lachlan to review and manage your financial future.

5 /5 Jacquelyn Cullen: Lachlan has a vast knowledge of different types of commodities, industries and other investments. He explains his advice and ideas in plain language. He takes risk attitudes into consideration with market trends to achieve growth and income. He offers full service planning, including insurance and estate as well as superannuation. He also has two of the cutest dogs Ive ever seen!

5 /5 Lyndon Russell: Lachlan has been a breath of fresh air. We lost a bit of direction with our investment strategy and Lachlan helped to identify some weaknesses in our portfolio where we were underweight. Lachlan has been able to advise us of recommended portfolio adjustments periodically that we feel has made us money. This advice was well received and actioned up for good returns. With our life insurance, he has provided us with alternative opportunities that world make us better insured for a lower cost. He has a personable and friendly style and is an advisor we trust.