Lachlan Wheatland's Contact Details

Lachlan Wheatland's Company Details

Rothgard Financial Partners

, , • 11 - 50 Employees
Financial Services

CLARITY, CONFIDENCE, COMMITMENT, CONTROLRothgard's aim is to create financial success, peace of mind and direction by providing you with the best financial advice personalized to your goals and aspirations. We strive to achieve this by:Adopting leading planning principlesExcellent client service;A commitment to ongoing client and adviser education; andOpen communication with clients and stakeholders.Our approach with you is interactive, based on mutual respect. You are part of the decision making process as we provide you with the tools, knowledge and support for your commitment to your financial prosperity. We believe that clients with an interest in their financial situation, and who are willing to devote time to achieving their goals, will achieve the best outcomes. We do not guarantee investment outcomes or that markets will never go down because that is the nature of the market and the risk vs reward relationship of investing. We do believe however, that good advice and a planned approach will provide the best outcomes.In order to provide you with the best possible advice and direction, Rothgard believes in continuous improvement and education of not just our advisers but especially our clients. We help you to focus on the achievement of your desired lifestyle/financial goals and add value by understanding these and creating a future direction.