Leticia Leggett profile photo

Leticia Leggett

Organic Wealth

Gold
17 Yrs Experience
Nuriootpa, SA 5355

Typically, clients are referred to me by existing customers or from trusted relationships with brokers, accountants, lawyers and other professionals.

Predominantly the clients that seek my help are those who are planning their future who aren’t familiar with the many issues relating to those future plans.

My clients want someone who cares, who has an enthusiasm and excitement about guiding them through the financial decisions they have to make to ensure they meet their ambitions.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

We are happy to discuss fee arrangements for long term strategies.

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Bachelor of Business (Agricultural Commerce)
  • Language spoken
    • English

Organic Wealth

26 Greenock Road
Nuriootpa, SA 5355

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221