After 18 years of industry experience Michael has a very clear vision of how financial advice should be delivered to clients. Transparent, Fee for Service, Nil Commission, holistic and highly integrated with other professional services including Accountants, Auditors, Solicitors and Finance Professionals in a tailored personal service.
Being a licensed Financial Adviser throughout the entire Global Financial Crisis following 2007 taught Michael the importance of clearly identifying achievable goals, formulating an agreed strategy that will meet those goals with the least amount of excess risk. Making a strategy more efficient through eliminating or minimising excess platform costs, product fees or taxation means that the strategy can afford to take on less risk and still achieve the required outcome and goals. A more efficient strategy can also reduce the impact on cash-flow or contribution needs.
Michael calls on his experience to help his clients identify and set achievable goals and works with them to action well researched and thoroughly developed strategies. Michael shares his knowledge with his clients to educate and empower them throughout the relationship.
Michael is a member of the Association of Financial Advisers Australia, Financial Planning Association and a SMSF Specialist Advisor with the SMSF Association.
Through a close friend Michael was recommended to us as someone we could trust and who would be able to assist us with our future retirement plans - we certainly weren't disappointed. From our meetings his professionalism was evident from the start. He cared about our specific financial situation wanting only the best outcome for us. He communicated to us in a simple and concise manner making it very clear and easy for us to understand the recommended direction we should undertake. His excellent communication skills and caring approach left us feeling certain that we made the right decision. .We highly recommend Michael to anyone seeking excellent financial advice.
I had become totally disenchanted with my bank's handling of my superannuation so had transferred to an industry fund. My accountant recognised my lack of understanding (that's pronounced 'ineptitude') with regards my Super and recommended I contact Michael. From our first meeting, I was impressed by his depth of knowledge with absolutely no 'salesman shtick'. With Michael's guidance, and just knowing he is in my corner, I now feel confident about my transition to retirement.
I have recently sought the advice of Michael Ward from Leda Financial Services Limited to advise me on planning for my financial security in retirement. Michael has also been responsible for successfully lodging my Aged Pension application and continues to ensure I am receiving the best advice possible. I was very impressed with the professional services and advice given to me and I can say without hesitation and with complete trust that I would recommend Michael’s services to anyone wanting to achieve a better financial outcome.
Michael was recommended to me when I was made redundant two years ago. He was able to maximise my payout by setting me up for retirement and reviewing my current situation in regards to Super, share portfolio and insurances. Michael quickly earned my trust by explaining clearly the advantages and alternatives. He is always available and I have been confident to recommend Michael to friends and family.
We highly recommend Michael as a person with exceptional knowledge about what he does and why. He always conducts himself with a strong sense of authenticity, integrity and honesty. Michael has an accomplished network of qualified professionals around him, equally dependable and ready to assist with anything that may fall outside his area of expertise.
- Adviser status Platinum
- Number of reviews 15
- First year providing advice 2007
- Years of experience 16
- Master of Financial Planning
Leda Financial Advice LimitedSuite 3, 61 Hampden Rd
Nedlands, WA 6009
- 9:00am – 5:00pm Monday – Friday
Leda Licensing Pty Ltd