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Resources

Other guides (PDF versions)

  • Your guide to Best Doctors®
  • Secret Society of REAL Financial Planners
  • Investment Insight – Stairway to heaven or close to the precipice?
  • Smart Strategies for Your Super
  • SMSF – Limited Recourse Borrowing
  • Estate planning
  • Testamentary Trust

Useful links

  • Financial Planning Association
  • Australian Stock Exchange
  • Australian Tax Office
  • ASIC – MoneySmart
  • My Aged Care
  • Respecting Patient Choices
  • Centrelink
  • Godfrey Pembroke Limited
  • MLC
  • State Revenue Office (Victoria)

Understanding series

Our Understanding series is designed to help you get the most from financial advice. Covering a range of fundamental concepts, these guides present opportunities and strategies to discuss with your adviser.

  • Understanding Investment Concepts
  • Understanding Tax
  • Understanding Debt Management
  • Understanding Gearing
  • Understanding Superannuation
  • Understanding SMSF
  • Understanding Retirement Income
  • Understanding Social Security
  • Understanding Insurance
  • Understanding Estate Planning
  • Understanding Business Insurance
  • Understanding The $1.6 million Transfer Balance Cap

Contact Jeff McLachlan

Level 2
15 Queen Street
Melbourne VIC 3000

(03) 8610 1777

(03) 9620 7838

Click to email Jeff

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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Jeff McLachlan Financial Planning Pty Ltd ACN 117 398 875 are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451, a member of the IOOF group of companies.

Godfrey Pembroke

Godfrey Pembroke