Leap Financial Planning  

We are a Sydney based boutique firm of financial and investment strategists that deliver
high-quality, tailored, fee-based financial planning solutions to our clients and their families.

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So What Are Your Financial Goals?

Our job is to help you implement strategies that will allow you to take control of your financial future. Whether you’re starting out building wealth or are looking to make the most of your retirement savings a Leap adviser can help you protect and grow your wealth.

Your financial goals will change throughout your life. You may want to buy your own home, save for your child’s education or boost your superannuation at different times.

At some point, you will want to begin planning for your retirement, not only putting funds aside but taking advantage of investment markets and generous tax concessions on offer. Beginning a relationship with a financial planner can ensure that at each stage of life you’re making the most of your financial resources and not missing opportunities to get ahead. With a financial planner you know you have an expert at your side working to ensure your current and future financial security.

You may be looking for a financial planner if you want to:

What to Expect From Us

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  • Expertise

    Your financial advisor will provide advice based on a thorough understanding of the integrated components that impact on your finances. They can translate jargon into plain English so that you understand every step of your financial plan and how it will work to achieve your goals.

  • Phone
  • Communication

    Your financial advisor will keep in regular contact to let you know of any changes that will impact your finances or any opportunities that will arise. You can direct any finance question to them and expect a response that is easy to understand.

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  • Transparency

    Any costs involved in your financial plan and how the financial plan was created will be clearly explained.

     

  • Personalisation
  • Personalisation

    Your financial plan will be unique to you and your goals. Your personal financial situation will be thoroughly analysed and understood by your advisor.

     

Companies We Work With

Companies we work with

What Our Clients Are Saying:

  • “Ian and I would like to thank you for the work you have done for us over the last three years. Your knowledge, professionalism and attention to detail with which you have handled our financial affairs could not be faulted. Your expert advice on financial planning issues has saved us significant amounts of money and given us the confidence to relax and enjoy a stress free retirement. ”

    Mary & Ian M– Client since 2012

    “I have to admit I didn’t think much about superannuation until I was approaching sixty and retirement was on the horizon. Only after working with your team did I realise there was such a financial benefit to seeking advice. I am thousands of dollars better off each year due to your advice and tax planning strategies. I would be happy to recommend your services to my friends and colleagues!”

    Andy M Client since 2013

  • “I am absolutely delighted with your service. It has been really refreshing to work with a financial adviser who takes the time to get to know their clients, their individual circumstances, values and aspirations. During the financial planning process I felt that you asked all the right questions to put together a plan that really addressed my concerns and will allow me to meet my goals and personal aspirations. I have already referred two family members to your practice and they have been very impressed with your service!”

    — Margaret S Client since 2012

    “I just want to thank you for your excellent advice and service over the last two years. When I was first referred to you I had heard about the benefits of beginning an Transition to Retirement pension however with a busy work schedule I’d just never gotten around to it. I appreciated that not only was your advice first rate and you have saved me tens of thousands of dollars in taxes, the best part was how simple you made the whole process, from explanation of the concepts involved to the pre-filling of forms, nothing was too much trouble.”

    —Tony W, client since 2013.