McLauchlan Wealth
About the Business
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Welcome to McLauchlan Wealth, located at 80-82 Upton Street in Bundall, Australia. As a premier establishment in the finance industry, we pride ourselves on providing exceptional service and expertise to our valued clients.
At McLauchlan Wealth, we understand that your financial journey is unique to you. That's why we prioritize your goals, understanding, and current situation when crafting personalized solutions for your financial needs. From our initial exploration meeting to putting your decisions into action, we are dedicated to ensuring that your outcomes align with what you truly want.
When you choose McLauchlan Wealth, you can expect a genuine and professional relationship with our team of experienced financial advisors. We strive to give you peace of mind by structuring your financial life in a way that protects not only your own well-being, but also that of your family.
One of our main priorities is to keep you well informed and help you understand all of your options. We take pride in showing you the difference that our advice can make in your life. Our clients value the expertise of our professional advisors, while also making their own decisions and not simply following the crowd.
Communication is key, and at McLauchlan Wealth, we understand the importance of good communication in building a confident relationship with our clients. We are dedicated to listening to your needs and ensuring that we understand your unique circumstances.
Our commitment to uncompromising honesty and integrity sets us apart. We have a passion for excellence and strive to deliver the highest standard of service at all times. Regardless of the size of your portfolio, we believe that understanding each and every one of our clients is essential to achieving success.
Our team at McLauchlan Wealth is led by Andrew, the General Manager and Financial Advisor. With a Bachelor of Commerce from Bond University and years of experience with Macquarie Bank and ABN AMRO, Andrew brings invaluable expertise to our institution. He has also completed post-graduate studies in Chartered Account and Advanced Diploma of Financial Planning.
Leighton, another member of our team, is a dedicated Financial Advisor who is passionate about developing strategic and objectives-based financial plans for all clients. With a bachelor's degree in Finance and an Advanced Diploma of Financial Planning, Leighton has over 12 years of experience in the finance sector, having worked in New Zealand, the United Kingdom, and Australia. Outside of work, he enjoys spending time with his two young children and has a love for all things related to the beach.
At McLauchlan Wealth, we are here to guide you on your financial journey and help you experience the world differently. Contact us today to discover how we can assist you in achieving your financial goals.
Photos
Location & Phone number
80-82 Upton Street, Bundall QLD 4217, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Leighton and the team at McLauchlan Wealth have been great for us. During our initial meeting they took the time to understand our current position, and what we wanted to achieve and helped work out a method to help us achieve these goals. The regular reviews are like catching up with friends, with some great financial advice as an added extra. Would highly recommend them for financial advice."
"Leighton and the team have been incredible to deal with, great communication, very personable with a strategy on point, would and will definitely recommend to anyone!"
"Leighton and the team at Mclauchlan Wealth were awesome to deal with! Really helpful and understood what we were looking to achieve, highly recommend to anyone looking for assistance with financial planning."
"Leighton and the team at McLauchlan Wealth have been open, honest and reliable when it came time to reviewing my personal investments my personal insurances. I was looking for that personal touch and MW have provided that. Thank you and highly recommend them for financial advice."
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