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Case study: Managing your personal cashflow

3 April 2013 by Jeff McLachlan Leave a Comment

The challenge Mark and Jane have a reasonable level of income but they were living pay to pay. They required assistance to manage their income and expenses (outgoings) so they could effectively save for their goals such as purchasing a new car in in the next 2 years and to build a deposit to purchase a […]

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Contact Jeff McLachlan

Level 2
15 Queen Street
Melbourne VIC 3000

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About us

Jeff firmly believes that his primary role as a trusted financial adviser is to help clients ‘plan well’ and ‘invest well’ so they may ‘live well’. Jeff McLachlan Jeff completed a Bachelor of … Read more

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