Locals with experience in financial planning services
Trusted Financial Services in Goulburn and Crookwell.
In 2023, Goulburn Financial Services joined forces with Lawrance Private Wealth, marking a strategic move to deepen our commitment to ACT and regional NSW surrounds. We have a strong presence in the Goulburn area including many regional farming and agricultural sector families. At LPW Goulburn, we’re not just advisers; we’re your partners in forging a prosperous financial future. Our mission is rooted in enhancing your life quality through expert financial guidance and exceptional client service. We believe that effective financial planning is anchored in a profound understanding of each client’s unique circumstances, aspirations, and requirements.
Alan Schaechtili, our esteemed Goulburn Financial Adviser, brings to the table over 20 years of industry expertise, coupled with a deep-seated familiarity with the Goulburn region, having been a resident for more than three decades. This blend of professional acumen and local insight positions us uniquely to cater to your financial planning needs with precision and empathy.
LPW Goulburn strongly believes in value for money, and accountability. It’s our pledge to you that the value we offer - through unparalleled financial advice, service excellence, and tailored solutions - translates into tangible benefits and a clear return on your investment. Let us embark on this journey together to secure a financially robust future for you and your family.
Our financial advisers can offer you financial advice in a range of different areas including:
Retirement planning
Pre-Retirement planning
General financial planning
Shares
Superannuation
Manged investments
Life Insurance
Income protection
Here at LPW Goulburn, we believe in building a partnership with our customers to enhance their financial future. Our aim is to improve your quality of life by offering you sound financial planning and advice coupled with good customer service.
We understand that your needs and the financial service you receive are paramount. This is why we promise to call you with regular reviews and to update you on the progress of financial work that has not yet been completed.
Furthermore, we promise to be available to talk to you, to meet your needs, and to do everything in our power to make the financial advice process a partnership that exceeds your expectations.
Alan Schaechtili
Senior Financial Adviser
Alan has been providing strategic and investment advice in Australia since 2000. His specialty and passion is working with retirees and pre-retirees, helping them to manage and improve their current and future financial position. Alan uses his extensive experience in the industry to understand and work with clients to meet their needs, goals, and aspirations.
Alan has gained valuable experience from running his own financial planning business Goulburn & Crookwell Financial Services which he founded in 2014. Alan brings a wealth of experience and expertise to the team for the benefit of all our clients.