I am an accredited Certified Financial Planner at Embrace Wealth in our modern office space in Ascot Vale, Melbourne. Embrace Wealth is a progressive business and we focus on income requirements needed to fulfil lifestyle goals. We have an all-encompassing definition of wealth, and would like to help you achieve:
'an absence of financial worry, an income you won't outlive & a meaningful legacy left to those whom you love'.
I am passionate about creating a world where my two daughters can grow up to receive every opportunity in life. This in turn drives my passion for financial planning for women and has lead to working with the Go Girls Foundation, where I offer my time to educate many women, some of whom find themselves in unique situations after relationship breakdowns and other unforeseen circumstances.
Making my clients feel secure, confident and optimistic about their future is very rewarding for me and I get a kick out of someone owning their financial future. It enjoy seeing when the penny drops and they start to see and understand the results and benefits of my advice.
I am empathetic, a great listener and manage other peoples money like it is my own and I specialise in financial planning for women, life and income protection, self-managed super funds & investment advice.
I charge flat advice fees; no percentages based on assets.
Lee gave us up to date information about our super fund performance and demonstrated to us that our retirement planning was on track with our goals. We both feel very comfortable that the advice we are receiving from Lee is sound and in our best interests.
Lee has provided sound and timely advice and strategies to manage my investment portfolio. This takes into account not just investment advice, but also tax and cash strategies. I am very comfortable I’m being well looked after even in the current environment.
Lee is very good at communicating with us and goes above and beyond to answer any questions we may have big or small. I feel completely confident with her advice and would highly recommend her services to anyone. She’s extremely trustworthy, which is obviously very important when you are dealing with your money.
Lee and the team have been amazing for us. Their care about our financial position and where we are targeting to get to is first rate. They tailor solutions to meet our needs and continually check in to ensure this remains the case. Lee is extremely professional to deal with and highly competent in her field. I have absolute confidence our financial future is in safe hands with Lee at the helm. I would highly recommend engaging Lee as your financial planner.
Lee has given me financial advice across a range of areas. Lee is always thorough and explains everything clearly. I am very confident that I am receiving advice from Lee that meets my needs.
- Adviser status Platinum
- Number of reviews 16
- First year providing advice 2013
- Years of experience 11
- Certified Financial Planner (CFP)
Embrace Wealth134 Union Rd
Ascot Vale, VIC 3032
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
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