Lachlan Booth

Financial Adviser - Perth

Lachlan Booth is a Financial Adviser in the Financial Services division in Perth.

He works with high net worth individuals, regional business owners and family enterprises, helping them build, protect and transition their wealth through every stage of life. Lachlan specialises in superannuation, financial investments, retirement planning and intergenerational wealth transfer, with particular experience supporting farming families and privately owned businesses.

Having worked alongside senior partners and within the National Director's practice, he has developed strong technical expertise in complex client matters. He is known for helping clients navigate major financial transitions with practical advice that balances long-term financial security with family and business objectives.

"Good financial advice is about helping people make confident decisions through life's biggest milestones. I enjoy working alongside clients to create practical strategies that support both their immediate goals and their family's future."

Solutions Lachlan provides

Lachlan worked with a large family farming business involving multiple family members with ownership interests who were preparing for a significant generational transition. The engagement required balancing the needs of family members exiting the business while supporting those continuing to operate the farm.

By helping structure the wind-up for outgoing owners and facilitating the transfer of ownership to the next generation, Lachlan contributed to a solution that allowed the farming business to continue operating while supporting the retirement and financial objectives of family members leaving the business. The project highlighted the importance of combining technical expertise with an understanding of family dynamics and long-term planning.

Outside of work, Lachlan enjoys riding his retro Vespa around the neighbourhood and keeping up with Formula 1. He's also a loyal Essendon supporter and likes getting to the beach for a snorkel whenever he has the chance.