LACHLAN SCHONFELDER. Investment Advisory & Superannuation. - East Melbourne, Victoria

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Lachlan Schonfelder Investment Advisory & Superannuation

Located at 38 George St, East Melbourne VIC 3002, Australia, Lachlan Schonfelder Investment Advisory & Superannuation is a top-ranked financial advisory firm led by experienced financial expert Lachlan Schonfelder. The company specializes in providing
high-quality financial consultancy,investment services, andsuperannuation planning to help clients secure their financial future.

About Lachlan Schonfelder Investment Advisory & Superannuation

Lachlan Schonfelder Investment Advisory & Superannuation boasts a team of skilled and committed professionals who are dedicated to providing personalized solutions tailored to each client's unique needs and goals. With their extensive expertise and cutting-edge tools, they strive to deliver exceptional outcomes for their clients.

Specialties

• Financial consultant
• Financial planner
• Investment service
• Superannuation consultant

Services Offered

The firm offers a wide range of services, including:

• Personalized investment strategies
• Superannuation planning and advice
• Retirement planning
• Insurance solutions
• Wealth management

Other Points of Interest

• Online appointments available
• On-site services offered
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Toilet facilities available
• LGBTQ+ friendly environment
• Transgender safe space
• Appointment required
• Appointments recommended
• Free of charge street parking available

Client Reviews and Testimonials

Lachlan Schonfelder Investment Advisory & Superannuation has garnered a stellar reputation among its clients, with an impressive average rating of 5/5 based on 13 reviews on Google My Business. Many clients have praised the firm's personalized approach and the tangible results they have achieved through Lachlan's expert guidance.

One satisfied client remarked, We lost a bit of direction with our investment strategy and Lachlan helped to identify some weaknesses in our portfolio where we were underweight. He has been able to advise us of recommended portfolio adjustments periodically that we feel has made us money.

Another client shared, This advice was well received and actioned up for good returns. With our life insurance, he has provided us with alternative opportunities that would make us better insured for a lower cost. He has a personable and friendly style and is an advisor we trust.

With its exceptional services, commitment to client satisfaction, and glowing reviews, Lachlan Schonfelder Investment Advisory & Superannuation is the go-to choice for individuals and families seeking expert financial guidance and strategic planning for their future.

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"summary": "Lachlan Schonfelder Investment Advisory & Superannuation offers personalized financial consultancy, investment services, and superannuation planning, with a focus on delivering exceptional outcomes for clients.",
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👍 Reviews of LACHLAN SCHONFELDER. Investment Advisory & Superannuation.

Lyndon R.

5/5

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.

Bron D.

5/5

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.

Cameron N.

5/5

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 I'm older.

Professional, curtious and great to work with.

Thomas H.

5/5

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.

Michele T.

5/5

I have worked with Lachlan for over 22 years. Personable and professional with straight forward, plain English advice. A rare breed in the financial planning world.

Dana D.

5/5

Well, I thought there was nothing that could be done to help my position. Lachlan was kind, patient and ended up saving me 60% on annual premiums for better product. Thank you Lachlan!

Jodie S.

5/5

Lachlan's powerful knowledge, expertise, and enthusiasm is second to none in all aspects of financial planning. He invests in his valued clients to see them achieve their financial objectives and beyond. Highly recommended.

vipconsulting

5/5

If you are seeking true independent financial advice with integrity, than Lachlan Schonfelder is someone you must talk to regarding investment advice, life insurance or super, and will explain everything in layman's terms. He will get you on the right financial path in no time! I highly recommend him, and trust his in depth advice.