About Uschevron down

Personal Financial Planning Made Simple

  • 100% Customer Satisfaction
  • Borrowing to Invest
  • Investments
  • Retirement
  • Superannuation
General Info

Helping Gold Coast families achieve their financial goals for over 34 years.

McLauchlan Wealth has been assisting Australians with their financial needs since 1976 and currently has approximately $200 million in funds under management. With a combined experience of more than 80 years, McLauchlan Wealth has become an industry leader in financial services, dedicated to providing you with ideas and tailored strategic investment solutions.

Managed Investments and Unit Trusts Borrowed Investment Funds Allocated Pensions Annuities Home Loans Personal and Business Superannuation Life Insurance Total and Permanent Disability Income Protection Critical Illness

Investment Advice Financial Planning Wealth Creation Gearing Strategies Superannuation Debt Smart Retirement Planning Life Insurance Mortgages and Refinancing Salary Packaging

It's so important to plan financially, to know where you stand, where you're headed and how to realise your dreams. Most people want financial independence, a comfortable lifestyle and peace of mind that everything is going to be secure, for themselves, their children and the whole family.

Email
Payment method
cash
Established
1976
ABN
83 010 055 802
ACN
010 055 802
Service Notes
Appointments available outside of normal hours by appointment
Categories
Commercial
Yes
Keywords
Allocated Pensions, Annuities, Borrowed Investment Funds, Borrowing to Invest, Critical Illness, Debt Smart, Financial Planning, Gearing Strategies, Home Loans, Income Protection, Investment Advice, Investments, Life Insurance, Managed Investments and Unit Trusts, Mortgages and Refinancing, Personal and Business Superannuation, Retirement, Retirement Planning, Salary Packaging, Superannuation, Total and Permanent Disability, Wealth Creation
FAQschevron down

What can clients expect?

Clients can expect a genuine professional relationship, peace of mind with well-structured finances, informed understanding of options, and confidence in their advisers’ communication.


What is the company’s commitment?

The company is committed to conducting business with uncompromising honesty and integrity, delivering the highest standard of service, and understanding each client’s needs to achieve success.


What is the core of the service?

The core of the service revolves around the client’s goals, understanding, situation, outcomes, and desires from working with the financial advice team.