Lachlan Harvey - Goldsborough Financial Services

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Lachlan Harvey

Director | Certified Financial Planner ® | B.Ec, Grad Dip FP | Authorised Representative No. 227293

A bit about me professionally…

I’ve been a financial adviser for over 20 years. Most often, I work with people planning their retirement – but we all have things in our lives we’re planning for.

If you think your situation might be a bit different or complicated, then I might be the financial adviser for you.

The number one thing I love about my job is having really meaningful conversations with people. Financial planning is rarely about number crunching and more about understanding people, their relationships, what motivates them, what inspires them, and their aspirations for the future. It’s an enormous privilege to have my clients share their stories with me, and I have the opportunity to make a positive contribution in someone’s life.

In my time as financial adviser, I’ve learned the importance of being good listener, asking more questions, and writing things down.

A bit about me personally…

My greatest joy in life is seeing my two children grow up to be wonderfully independent and conscientious people.

I also love chocolate, dogs, and dad jokes.

Dislikes: Vegemite.

CERTIFIED FINANCIAL PLANNER® is a certification mark owned by the Certified Financial Planner Board of Standards Inc. (USA) and used by the FPA under license.

Adviser Ratings Reviews

"We have been with Lachlan since redundancy, approximately 30 years ago, and are now happily retired, and thanks to him, we are able to enjoy our present and future lifestyle. Without his uncomplicated advice we wouldn't be where we are now. We would highly recommend Lachlan and Goldsborough Financial Services. Thank you again Lachlan"

"Lachlan is a very intelligent person who talks in a manner which is reasonably easy to understand. I have faith in him to speak truly about my financial matters, i am able to contact him freely. I have and will keep referring associates to Goldsborough."

"I have at all times felt very confident of Lachlan's knowledge and experience which has enabled me to have a sense of confidence that my affairs are in the hands of someone I can trust. He conveys a real commitment to his role and to fulfil it to his best ability. Understanding financial matters at any real depth does not come easily to me and I feel Lachlan is able to supersede this aspect and explain things at my level. Lachlan is very welcoming in his manner and engages fully. He listens carefully which is such an important facet of real communication. When I first met Lachlan my husband had recently died and his approach was empathic and sensitive, aware that in grief information needs to be given in smaller amounts and at a slower pace. At the times I have needed advice or extra funds he has been easily accessible and helpful. I hold Lachlan in high regard and am very happy that he is my financial adviser."

Important Notice: Goldsborough Financial Services would like to warn our clients and website visitors that we will never make unsolicited contact with individuals through text message, WhatsApp, Facebook, or any other social media platform. Please be aware that scammers often use the names and images of reputable financial professionals to deceive people and steal their money.

It is also important to note that Goldsborough does not promote or endorse any cryptocurrency trading schemes. We urge you to exercise caution and thoroughly research any investment opportunities before making any financial decisions. If you have any concerns or questions regarding any communication you have received, please do not hesitate to contact us directly through our official channels.

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Support staff

Matthew Kelly

Financial Adviser

Jodie Boydon

Client Service Manager

Request an appointment with Lachlan

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