ABOUT US 

OUR BUSINESS

Leap Financial is a boutique financial
service provider based in the Sydney CBD.
Our job is to help you plan strategies that will allow
you to take control of your financial future. We build
close relationships with you and your family to secure
each generation’s financial wellbeing. But really, our
business is all about you.



OUR BUSINESS

Leap Financial is a boutique financial
service provider based in the Sydney CBD.
Our job is to help you plan strategies that will allow
you to take control of your financial future. We build
close relationships with you and your family to secure
each generation’s financial wellbeing. But really, our
business is all about you.


OUR PROMISE

At Leap Financial, our aim is to help you achieve financial success and peace of mind by providing you with a personalised financial strategy.

We strive to provide you with a plan that will create and protect your wealth over the long term, while dealing with your day to day financial needs and challenges.

  • • Guidance on budgeting & goal setting
    • Saving & wealth creation strategies
    • Investment planning
    • Pre-retirement planning
    • Retirement planning
    • Superannuation planning
  • • Estate planning considerations
    • Centrelink planning
    • Risk & insurance analysis
    • Business succession planning
    • Salary packaging advice
    • Gearing strategies

OUR PEOPLE

Our advisers are fully qualified experts in personal insurance and financial strategies. We are committed to ongoing professional development and education to give you the most up to date technical knowledge and advice, specific to your needs. Our experience and specialist knowledge helps you make sense of all your options, so you can choose the best solution. We observe a strict & comprehensive Code of Professional Conduct are subject to stringent compliance
and audit guidelines.



OUR PEOPLE

Our advisers are fully qualified experts in personal insurance and financial strategies. We are committed to ongoing professional development and education to give you the most up to date technical knowledge and advice, specific to your needs. Our experience and specialist knowledge helps you make sense of all your options, so you can choose the best solution. We observe a strict & comprehensive Code of Professional Conduct are subject to stringent compliance
and audit guidelines.


OUR ONGOING COMMITMENT

It’s difficult to predict if and when things may change, and even harder to keep up with frequently changing legislation and its implications. We provide ongoing advice and management of your strategy, including regular performance reporting, communications about investment markets and maintenance of your investment portfolio and insurance coverage.