Take some steps today….so you can have financial freedom tomorrow

No matter what your stage of life, you should be thinking about wealth creation & maximisation.

Strategic financial advice is an integral part of building and managing your wealth and having an experienced financial adviser on your team will ensure every financial decision has an appropriate strategy, takes into account current legislation and heads you in the direction of your goals.

Wealth Creation

We know that wealth creation takes some thought, planning and discipline. It’s important for us to find out what your goals are, what you want to do in your life and how you’re going to finance it all.

  • What things do you want to spend your money on, and when?

  • How are you managing your debt commitments?

  • How much money do you have left over after you pay all of your bills?

  • Are you earning more but not saving anything?

  • What are your investment preferences?

  • What experience have you had with investments?

  • How do you feel about leveraging any assets you currently have?

Your priorities and questions will naturally depend on your stage of life. Once we have a picture of where you are currently, we can design a plan for you to achieve your goals.

Investment Advice

We can help you with advice on investing your money towards meeting your goals, from paying down debt, to contributing to super and allocating funds towards specific investments, like shares, cash or property. There are plenty of steps you can take to grow your money and keep it safe.

Are you on track for the lifestyle you want?

Financial planning is all about creating financial freedom and organising your assets and savings into a plan which will meet your goals for your lifestyle now and in the future.

We focus on making sure you have a clear understanding of our advice. We provide information and educate you on all aspects of your financial plan and answer any questions you may have now and in the future.

Make an obligation-free appointment today with one of our financial advisers to discuss ways we can help you grow your wealth.

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I am a 75 yr old female. I recently sold a block of land giving me a sum of money which I considered my “last hurrah” (financially )……….I needed to protect it and use it well to assist with a more comfortable retirement. As I needed guidance with this action, I took the advice of a friend to consult with Reg Leis Financial Services. This was the best advice ever.

Reg Leis and Kym Edgar guided me gently and comprehensively through the process and I am now living a financially stress free life in the years of my lovely retirement.

Frances

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Providing professional Wealth Creation solutions since 1968

As a long term family business, we understand what it takes to build a great business and we’re passionate about helping protect your business and personal assets. Our expertise covers a broad range of risks and industries, meaning you get the benefit of professional insurance and financial advice, personalised service and solutions for your specific needs.

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(07) 5482 7485

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See how we can help you

We are committed to understanding your needs and focused on providing you with quality advice, personalised service and tailored solutions to help you make informed decisions about protection for your assets, income and lifestyle.
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