We are rated as a “Platinum Adviser” by ar-icon “Adviser Ratings”




“Since Lachlan has taken over as my financial advisor my portfolio has been rationalised and simplified so that all advice is clear and the performance is readily portrayed. I am extremely happy with the advice i am receiving and the manner in which reviews are conducted. Lachlan’s service is significantly superior to others I have experienced. ”
Don, 65+

“Lachlan and his team have provided an amazing financial service. They have managed my portfolio very professionally. I would recommend Lachlan and his team to any potential clients looking for expert advise. ”
Marty, 46-55

“Lachlan Baker has been managing my finances for almost 5 years (investment management, estate planning, tax management and retirement planning). Some of Lachlan’s best qualities include his exceptional knowledge in all areas of finance and investment, his clear strategies and his attentiveness. It’s a pleasure working with Lachlan and his team.”
Deborah, 35-45

“Lachlan is highly knowledgeable, engaging, professional and responsive. He completely appreciates my position and enables me to very quickly grasp the issues and options presented to me to enable me to consider options and make informed decisions. I highly recommend Lachlan; he has guided me to a sound and strong financial position.”
Felicity, 46-55


“Lachlan has been advising my husband and I for many years and we have found Lachlan to be honest and most informative across all our financial interests. He advises us on the most beneficial option to our family.
Kellie, 35-45

“We have engaged the services of Lachlan Baker for many years, as my financial advisor. As well as recommended his services to others, by passing on his name and contact details, to many of my family and friends. Lachlan has always found a simple way of outlining & explaining the finance world, to both myself & my wife.”
Adam, 35-45

“Lachlan has been invaluable in restructuring estate, insurance and investments for our family.”
Susan, 46-55

“I have been with Lachlan for 15 years and have recommended him regularly as an excellent I dependant advisor.”
Paul, 46-55

“Lachlan displays such enthusiasm and passion in his role, but most importantly he will always try his best to accommodate ones needs in any financial circumstance.”
Antonella, Under 35

“I found Lachlan to give me great financial advice over the past 10 years I have dealt with him.”
Stephen, 35-45

“Only too happy to recommend Lachlan. Always helpful and obliging with information and advice when asked. We like his sense of humour too!”
Desmond James, 65+

“I have always found Lachlan very approachable and his advice about our investments very good and safe for my needs & that of my husband. He always follows through very quickly with any required paperwork and anything which needs to be signed & returned to him.”
Marisha, 65+

“Lachlan and his team have very capably provided advice over 10+ years on everything from investments to risk products to retirement planning. His team is knowledgeable, responsive and client focused. To use one of Lachlan’s favorite terms, ‘they are sensational!'”
Tom, 46-55

“Lachlan has been awesome – He flexes as and when needed, based on our evolving requirements and takes the hard work out of making things happen. I only wish we’d engaged him earlier!”
Adam, 35-45

“The adviser and staff are personable, approachable and available at all times. Advice given has been cost effective, valuable and financially transforming. I would recommend their services to others as appropriate.”
David, 65+

“I find Lachlan always approachable and positive. He provides excellent responsible customer service and is always available at the end of the phone if I have a concern. In fact his whole team are extremely professional and have always worked around my busy professional life in terms of availability. I have recommended him to both friends and colleagues.”
Dr. Paul, 56-65

“Lachlan and his services have been great, always passionate and enthusiastic, plus gets the right details together to suite my/our financial needs and future plans.”
Richard, 46-55

“Lachlan always presents financial strategies in a concise and logical way. He is very well versed in all financial areas and has made us feel secure in shaping our financial portfolio. I would highly recommend his services.”
Richard, 56-65

“Lachlan’s approach to our investment advice is very knowledgeable and enthusiastic. One might say he’s sensational.”
Glenda, 46-55

“Lachlan has been my financial advisor for 20 years, during this time Lachlan has managed all aspects of our financial planning, when my husband was dying with cancer Lachlan showed enormous care and foresight to ensure our financial security moving forward. I have recommended Lachlan to many friends and they are extremely happy with the services that he & his team provide as I am.”
Philippa, 46-55

“Lachlan has been pivotal in my wife and I establishing a sound investment portfolio and strategy for the future. He and his staff have been very helpful and responsive to our needs.”
Trent, 35-45

“I’ve been nothing but happy with Lachlan’s advice. There is no way I would be in the financial position I am in now had it not been for his involvement. I now have a second property, a great diversity of shares via my Super, and confidence that I will be able to build on this even further throughout coming years.”
Mark, 46-55

you can find these in the following link: http://www.adviserratings.com.au/advisers/lachlan-baker/#Customer-Reviews

If you have any questions, please feel free to contact us.

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