Discover Financial Partners

I have nothing but praise for the team at Discover Financial Partners. Lachlan & Tim are friendly and helpful, always ready to give advice, guidance and answer any queries.

The team at Discover Financial Partners has provided a life changing service for me. Financial health and wealth planning seemed so daunting initially, but Lachlan and the team have been considerate, patient and incredibly insightful throughout the whole process. I honestly feel so peaceful about my finances now, knowing I'm doing the most with what I have and that I'm finally on track to hit some impressive goals! Highly Recommend Discover Financial Partners.

I would highly recommend Discover Financial Partners to anyone who is looking for a financial planner to assist them with achieving their financial goals. After recently approaching Discover for some financial advice, I was very impressed with the holistic approach that the Discover team took to helping my wife and I reach our financial objectives. If you are looking for some financial advice, then these are your guys!

Brilliant Experience. Could not have been better, highly recommend

Lachlan and his team continue to provide me with excellent service. Very attentive to the needs of my individual portfolio and always ready to provide me with advice based off the research they do into where I want to invest.Would absolutely recommend for anyone who is looking to find a financial planner!Thanks Lachlan and Team!!!

One of the first things that I noticed when dealing with Lachlan, and the team at Discover Financial Partners, was their approach.Significant time was spend discussing our specific needs, wants and goals in a financial plan. This highlighted, to me, the personalised manner of their services and how they are tailored to meet their clients needs and not some template" they push all clients through.Every dealing we have had has been professional

Our daughter recommended Lachlan from Discover.We are hurtling towards retirement and needed support and a plan.Lachlan helped us to really see where we are at now and what we needed to do with our current income and investments to maximise where we would like to be in the future.Prior to meeting with Lachlan it was all overwhelming but now we have a plan and it feels good - we are on track and we have a timeline for a secure retirement and we can also live in the moment with joy and confidence.Thank you Lachlan for your patience, understanding and guiding us through the process. We will be working with with into the future to ensure that we are across the ever-changing rules and regulations that come with investments, super and retirement.Roger and Sharyn