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Leah Newman

Yield Financial Planning

Silver
7 Yrs Experience
Surrey Hills, VIC 3127

Leah is a qualified Financial Planner at Yield with over 15 years experience in the industry in a variety of roles and has been advising clients for over 6 years. Leah holds a Graduate Diploma and is an Accredited Aged Care Professional Adviser.

Leah enjoys the human nature side of financial planning and creating relationships based on trust and wanting to see her clients achieve their financial and lifestyle goals to build towards enjoying their retirement.

Leah has a passion for Aged Care and helping clients and their families to navigate this complex area. She enjoys providing clients with clarity around the financial implications of this change so they can make informed decisions, reducing the stress and overwhelm all whilst serving as a shoulder to lean on during this emotional time.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Yield Financial Planning

Suite 4, Level 1, 670 Canterbury Rd
Surrey Hills, VIC 3127

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892