"Leon's advice is always succinct and relevant to my circumstances - never broad-brush."

"We found Leon Phillips online and were influenced by exactly what you are seeing here; the number of excellent reviews he had for his services. His support, advice, care and guidance has been hugely valuable and really fruitful. His guidance on tax as well as investments has been a game changer and his services are very well priced for the value they bring! Leon is always available, answers large and small questions with care and he operates with the understanding that the relationship with a financial adviser is ideally long and profitable. He takes that very seriously while also being hugely personable!"

"All meetings with Leon are very positive, he is very well prepared and communicates clearly. We have only been working together for only a short while, but he has turned my finances around. Most people have their own financial advisers but l would recommend Leon to anyone. Couldn't be happier."

"As someone who finds the world of finance complex to navigate, it's reassuring having someone as knowledgeable and reliable as Leon looking after your financial well being. He helped with setting up an investment portfolio, finding a superior superannuation fund and ensuring I have all the necessary insurance cover. I would not hesitate recommending Leon to anyone who may be looking for a dependable financial adviser."

"Leon assisted me with advice and recommendations around superannuation and savings and the best strategy to utilise them to full potential. Leon is a highly effective communicator, clearly knowledgeable and ensured I was comfortable with his recommendations. Highly recommend."

"Not being from a financial background, Leon has been amazing with his knowledge and advice. He has worked with me to suit my needs. He is a great communicator and simplifies it for my understanding. Highly recommend."

"Both my Wife and I had discussions with Leon on how to manage our Super and our Savings for our retirement in the next 3 years. Leon ensured that we understood the various options and gave us the necessary confidence to proceed with his recommendations. All through the process, he took the time to update us on progress of the changes."

"Leon has looked after me for the last 20 years. He gives great advice and helps with the processes involved. I highly recommend him."

"Great knowledge and service. Highly recommended!"