Welcome ex-Storm clients

Lachlan Partners would like to welcome all previous Storm Financial clients and offer our financial and investment services to you.  We are an independently owned boutique firm (not affiliated with any other organisations such as Banks or Insurance companies) and we are fee-for-service.  

We have offices in Brisbane and Melbourne and we travel regularly to Sydney, Adelaide, Canberra , Perth, Gold Coast, Sunshine Coast and Darling Downs in Qld to meet with our clients. Teleconferences are always available during the interim and if you have any questions, we are only a telephone call or an email away.

Lachlan Partners are not situated in every capital city and we do not travel with our clients to the Mediterranean, but we pride ourselves on hard work and listening to your needs.  You will also hear from us and be able to contact us when times are financially tough (like now) as well as when things are going well.  We have a close knit team who will provide you with all the information and advice you need – even if it is a quick question.

We are offering our services because Storm’s methodology appears to be more of a sales ploy rather than truly professional financial planning service.  The financial sector and financial planners in particular, often face harsh criticism in general and this opinion is accentuated when firms conduct themselves in an unprofessional manner. You do not need flash headquarters to provide solid and honest investment and financial advice. 
 
Special Offer
We are aware of the troubled times you may have experienced of late and we would like to invite you to meet with us.  As we mentioned earlier, teleconferences may be arranged at any time and below are the dates for our upcoming interstate visits. 

Melbourne: Any time with an appointment.
Brisbane:  Any time with an appointment.
Sydney:  Any time with an appointment.
Gold Coast & Sunshine Coast:  monthly visits.

Our offer includes a complimentary, obligation free meeting with us to discuss your current financial position.  Prior to the meeting you will need to complete our Client Questionnaire and Risk Profiler and returned this to our office. 

There will be no hidden costs and we will discuss any future charges with you during the one hour meeting.  Following this, a quote will be sent to you and no work will proceed until we have your full authority.

We will also provide you with 6 months complimentary subscription to our Investing Times newsletter.  Produced every 6 weeks, Lachlan Partners proudly writes and publishes this newsletter providing financial and investment strategies to an Australian-wide subscriber base.    

To book an appointment time at our Brisbane office, Gold Coast and Sunshine Coast please telephone Michael Dwyer on 07 3871 0599.

For Melbourne and all other cities please telephone George James on 03 9605 9760.  Alternatively, please feel free to telephone our offices if you have any other questions. 

We look forward to being of service to you in these challenging times.