SERVICES 

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 offer our clients specialised advice across a variety of areas that has enabled them to protect and grow their wealth. We have a number of specialist advisers who are knowledgeable, experienced and passionate about the following areas:

WHAT IS INSURANCE?

Insurance creates a financial safety net that protects yourself as well as your family and your assets when you need it most. Insurance allows you to replace or repair assets. This includes belongings such as your car and your home. It also includes your most important asset- you.
Insurance can provide financial support should you no longer be able to earn an income to support yourself or your family.

There are various types of insurance to meet different needs. The qualities you need in your insurance will continue to alter throughout your life as your circumstances change. At Leap Financial, we can help you identify the insurance policies which will provide you with the protection you need.

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HOMELOANS AND MORTGAGES

Wading your way through the literally hundreds of home loans available can be difficult, especially with new products emerging all the time. At Leap Financial guide you to a loan that meets your needs, complete the paperwork, professionally package it with your supporting documents and submit it on your behalf.

WHAT IS SUPERANNUATION?

Superannuation, also known as ‘super’, is a central part of preparing for your retirement. Super is a means of saving your hard earned income for later in life. It is important to not only know how much you’ll need in your super to support yourself in retirement, but how to manage your super for the best financial outcome.
Superannuation is treated favourably by the government when it comes to tax while you are working and once you have retired so as to incentivize building up your super assets. While employers are required to contribute to the superannuation of their employees, you can also choose to contribute additional payments.

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WHAT IS MEANT BY ‘TRANSITION TO RETIREMENT?’

As you come nearer to retirement you can put a strategy in place to reduce the number of hours you work while maintaining the same income. This transition to retirement strategy involves drawing a pension from your super fund. Anyone who has reached the preservation age (which is currently 55 years old) but under the age of 65 is able to enact this strategy by taking out a non-commutable allocated pension.