Lachlan St Clair
Partner
Oreana has 5 partners advising across Australia.
We exist to make sure our clients and their families never have to live on a financial roller coaster. Every one of us has lived that story. It's why we do what we do.
Lachlan St Clair
Certified Financial Planner CFP®
Certified Investment Management Analyst CIMA®
INTEREST AREAS:
Generational Wealth · Retirement Income · Investment Strategy
When I was six, my parents divorced, and I learned early what money really means. We didn't have much, and I saw first-hand how financial stress reaches into everything: health, sleep, family. The only reason things didn't unravel completely was that my grandparents had the means to step in.
That experience stayed with me.
For more than thirty years, I have combined that lived understanding with serious education. I am both a Certified Financial Planner and a Certified Investment Management Analyst, a rare combination in Australia, because outstanding advice demands outstanding education.
I specialise in helping successful people turn wealth into freedom, confidence and opportunity across generations.
I have helped clients build six-figure retirement incomes, helped many of them help their own children into a first home, and when something goes wrong, I am usually the second call after their partner.
Along the way, I have managed clients' money through 9/11 and the Iraq War, the Global Financial Crisis, the European debt crisis, COVID, and now the rise of AI. I have seen panic, euphoria, and everything in between, and I know the difference between noise and what actually matters.
My advice is founded in life, forged in education, and sharpened by experience, so that my clients and their families never need a sleepless night.
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Advising through every market cycle since 1994
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Multi-Generational Client Relationships
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Supporting 300 family groups
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120+ years combined financial experience
What makes us different
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We take the lead
We take a lead adviser role to help consolidate and simplify your finances, coordinating all the various experts so that everyone is held accountable (including you) to enable you to live your ideal life.
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We keep our practice small
We deliberately limit the number of families we work with. It's the only way to deliver the depth of attention this work demands.
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We earn trust the slow way
We have grown through results and relationships, not advertising. Many of our clients have been with us for well over a decade.
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We tell you the truth
You won't always hear what you'd like to. You will always hear what you need to. Confidence, in our experience, is built on candour.
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We significantly help
We limit our practice to successful individuals and families for whom we can make a significant impact well above the fees we charge. We know this is the basis for building long term client relationships.
Connect with another Partner
(Click to learn more about each partner)
“Lachlan St Clair and his team have been our Financial Advisers for more than 20 years. They are consistently personable, diligent and attentive in providing a comprehensive and responsive financial management service.”
— Paul, Architect
“Being a client for more than 10 years, I have had access to the knowledge, qualified experience and great service Lachlan and his team have always provided which leaves me very comfortable and reassured that my welfare and ‘wealth fare’ is in the best hands possible keeping me updated and informed constantly in this ever changing world market.”
— Jan, Designer / Actor
"When they say to you 'it's going to be a rocky period,' and then follow it with 'we think in a year's time it will recover,' and then in a year's time it does, there is immense trust."
— Ben, Client of seven years
“I’ve engaged Lachlan and his team for over 25 years with my financial affairs. They are easy to contact, know the client personally, and always respond in a timely manner with helpful assistance, guidance and advice. I take great comfort in Lachlan and his team providing me support in a complex and fast-moving investment environment.”
— Brian, Retired public company CEO
“My wife and I have had the pleasure of dealing with Lachlan St Clair for over twenty years, during that period we have witnessed a great deal of turmoil and major shifts in both the Australian and the worlds financial markets. In spite of the ups and downs in the financial markets and the unwelcome changes to superannuation Lachlan has guided us through in a very considered and professional way. His deep understanding of what is happening both in the domestic and international markets has given us a great deal of trust in his judgement. In our regular review meetings Lachlan is able to provide us with a clear and understandable plan for our future needs and outcomes. His communication skills and understanding of us as individuals is a very welcome asset.”