Case studies
Michael & Julie: Young family
DEBT REDUCTION
Michael (35) and Julie (32)
Michael and Julie came to us in 2004 hoping to reduce their bad debt and pay off their home sooner.
They held a $171,500... More...
Ben & Laura: Young family with school aged children
WEALTH CREATION
Ben (38) and Laura (35)
Ben and Laura came to McLauchlan & Partners as a young family with two children and the desire to fast track their home loa... More...
Peter & Melinda: Pre retiree
TRANSITION TO RETIRE
Peter (66) and Melinda (57)
Peter & Melinda recently sought McLauchlan & Partners advice regarding their transition to retirement. Both Peter and M... More...
David & Angela: Starting out
GETTING STARTED
David (26) and Angela (26)
David and Angela were recently married and decided to consolidate their finances and start working towards buying their f... More...
Lee: investments affected by the Global Financial Crisis
INVESTMENTS
Lee (61)
Lee came to visit her Adviser at McLauchlan & Partners in December 2008 after her long-term investment in the sharemarket went from $60,404... More...
Graham & Jenny: Sharemarket Investing
SHAREMARKET
Graham (58) and Jenny (59)
On the 1st March 2009 long-term clients Graham and Jenny had an account balance of $580,000 invested in the sharemarket t... More...





















