I am 100% fee for service.
Leigh found a suitable insurance company for my husband and I and was able to transfer us to a new superannuation fund. When we had requests he was able to do those and also guide us in understanding how the changes benefited us and how they work.
We have been a client of Leigh's for approximately 18 months now. We are extremely satisfied that he is our adviser. Both of us are now retired and are comfortable that our assets are being managed effectively because during the Covid-19 market fall, our portfolio was protected and we are still receiving income.
Leigh is an extremely professional and client-driven adviser. He listens thoroughly to his clients needs and tailors his investment strategies and advice accordingly. Whether you are a seasoned investor or a beginner, Leigh will be able to guide you through the investment process and in doing so, set you on a path to reach your financial goals. I would have no hesitation in recommending Leigh to my friends and family who may be seeking financial advice.
Leigh has given me advice in areas including loan products, choosing a suitable super fund, savings strategy and managing debt. Leigh did explain things to me in a clear way. Through Leigh's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Leigh's full care and attention when I needed it.'
Great communication lovely man and very helpful
- Adviser status Gold
- Number of reviews 46
- First year providing advice 2016
- Years of experience 7
- Certified Financial Planner (CFP)
LC WealthSuite 1D, 1345 The Horsley Dr
Wetherill Park, NSW 2164
Alliance Wealth Pty Ltd