Lachlan Baker

Franc Mark Sterling

Platinum

29 Yrs Experience

Sydney, NSW 2000

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Whether you want to increase your assets and income, or simply preserve and protect them, Lachlan Baker and the team at Franc Mark Sterling can help.

A financial planner for over 20 years, Lachlan understands the importance of providing his clients with holistic financial advice, which is why Franc Mark Sterling brings you a totally integrated financial management service.

After discussing your financial situation and goals in detail, Franc Mark Sterling develop a strategy to successfully create wealth, manage risk, create income, build assets and manage taxation. Together with a network of professional partners in tax, accounting, property, legal and risk, they manage all the complexities of your finances so that you don’t have to.

Lachlan is an Authorised Representative (238573) of Count Financial Ltd ABN 19 001974 625 AFSL No. 227 232. Franc Mark Sterling’s Corporate Authorised Rep number is 238958. Lachlan is also a credit representative (404252) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).

For more information or to contact us, visit www.francmarksterling.com.au

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Complex Investments
Borrowing
Tax Strategies
Wills & Estates

Franc Mark Sterling charge an hourly rate of $770 per hour. Prior to proceeding with any charge, the client is fully informed of the benefits they will receive & the likely outcomes. The client will be provided with a fixed cost for their advice before proceeding.

5.00 November 2024

Lachlan and the team at Franc Mark Sterling are committed in making sure your transition to retirement is straightforward. Retirement can be a scary thought but with the advice from Lachlan and his team I know have an understanding about what is needed in retirement and they have taken away the anxiety which comes with retirement. From start to finish I have been given regular updates and explained what's occurring. Knowing that Lachlan and his staff are diligent and professional is a great comfort.

5.00 September 2023

I have been with Lachlan now for some 10+ years and always have had exceptional service. He has extensive and up to date knowledge in his field and has a way of communicating information so that all parties can understand. I would highly recommend Lachlan to anyone looking to better manage their finances opr looking to invest.

5.00 April 2023

Lachlan has given me advice in areas including managed super funds and managing investments. Lachlan was always able to explain things to me in a clear way. I found him pleasant to deal with.

5.00 April 2023

I have been a client with Lachlan for many years and his advice on Super and general financial strategies has been invaluable. I trust his judgments and advice.

5.00 April 2023

I have been Lachlan's client for over 25 years and he has always provided me with detailed and professional consultation. Lachlan has managed my portfolio extremely well to provide both income and growth in order to sustain a good lifestyle throughout retirement years. It is a pleasure dealing with him. I would like to add that Franc Mark Sterling team is always excellent.