Damien Leong

ABOUT ME

I’ve been a financial planner since 2006 and hold the Certified Financial Planner (CFP®) designation. My experience spans portfolio management, direct equities, estate planning and financial structures such as SMSFs, trusts, and companies.

HOW I HELP

My goal is to help clients reach the stage of wealth where work becomes optional - so they can focus on what truly matters to them. I believe that great financial advice should be deeply aligned with each client’s personal values, aspirations, and vision for the future.

WHAT I DO

My role is to help clients establish a base of permanent wealth - a foundation which can support their lifestyle and financially sustain future generations and causes they care about. I collaborate with clients' network of trusted professionals create a strategy that enables them to build wealth, live well, and leave an enduring legacy.

WHO I WORK WITH

I work with individuals and families who are intentional about their wealth - often professionals, business owners or those navigating complex structures like trusts or SMSFs. Many are in the accumulation phase, building towards the stage where work becomes optional, while others are focused on preserving wealth, supporting causes, or planning for future generations.

BEYOND THE OFFICE

Outside of work, I use my time to spend with my wonderful wife, my two amazing children and great friends. When time permits, I feed my insatiable curiosity by learning about Life, the Universe and Everything, pondering the meaning of objectivity, having a yarn with strangers, and brewing award-winning beer.