Leighton is a Financial Planner at McLauchlan Wealth and is driven to provide exceptional advice and service to his clients. Working closely with clients to understand their unique financial situations, Leighton develops personalised and objectives-based financial plans for all clients, to help them reach their financial goals.
Leighton has been in the finance industry for over 15 years in New Zealand, United Kingdom and Australia and has developed extensive knowledge and experience in all aspects of financial planning, including investment management, retirement planning, estate planning, tax planning, and risk management.
“One of the most important things we do is to check whether a client is on track and if not, what can we do to change this. Our focus at McLauchlan Wealth is to help clients to make smart decisions with their money – to grow their wealth but also to protect it. The advice we provide is all based around achieving client goals in the most efficient way possible and then to communicate this in a clear and easy to understand way. We also understand that things change in people’s lives and that financial goals need to be adjusted. That’s why building long-term relationships with clients based on trust, integrity, and professionalism is at the heart of everything we do”.
Whether clients are accumulating wealth, paying down debt and looking to financially protect their family, or looking to create a comfortable lifestyle in retirement, this is where Leighton can help.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 14
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Bachelor of Business Studies
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Language spoken
- English
McLauchlan Wealth
80 Upton StBundall, QLD 4217
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Gps Wealth Ltd
AFSL 254544