Lachlan Partners

Financial Services • Australia • 11-20 Employees

Company overview

Headquarters	Australia
Website	lachlanpartners.com.au
NAICS	52
Keywords	Accounting, Wealth Management, Business Advisory, Property Advisory, Personal & Business Insurance Advisory, Tax And Audit Services
Employees	11-20

Key Contacts at Lachlan Partners

Robert Nielson

Director

Sam Kavourakis

Director

Lachlan Partners Email Formats

Lachlan Partners uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@lachlanpartners.com.au), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@lachlanpartners.com.au	100%

About Lachlan Partners

"Lachlan Partners aspires to be Australia's pre-eminent professional services firm which provides integrated financial services and solutions of outstanding quality and value" Lachlan Partners traces its origins back to 1925 as a result of a number of very successful, experienced and complementary businesses that have merged into the firm. A shared commitment to respect, professionalism, accountability, enjoyment and passion, OUR values. The group delivers an integrated and comprehensive offering to our clients. We partner with our clients to develop integrated financial strategies that build and protect your wealth, manage your business effectively and ensure a smooth transition into retirement. This means: -earning your trust - respecting your individual needs - helping you understand which strategies are right for you -providing you with absolute peace of mind about your entire financial situation. Our approach means we offer tailored solutions focussing on the client in the areas of strategic wealth management, investment management, tax & financial planning, family unity and trust & estate planning. We do this through the provision of our five primary service lines being: - Wealth Management - Accounting, Tax & Audit Services - Business Advisory - Property Advisory - Personal & Business Insurance Advisory We have an uncompromising commitment to high ethical standards and uncompromised independent advice. We are professional fee-only based advisors, totally transparent in all our dealings with you and ensure total confidentiality in all of your affairs. We comply with the code of FPA and ICAA regulations and standards.

Lachlan Partners revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,000,000
Total funding	No funding