Prepare for tomorrow, make the most of today

I've been working with Leigh for financial planning and ongoing advice for the past six months. He's helped me set a realistic financial goal, developed a thorough strategy across super, insurances, cash flow, investments and more, and has made implementation straightforward. Great to work with and always explains things clearly. Highly recommend.

We cannot speak highly enough of Leigh Smith as a financial advisor. From our very first meeting, it was clear that Leigh values security and trust above all else. He took the time to truly understand not only our financial goals but also our deeper needs and wants as a family. This personalized approach made all the difference, as Leigh was able to craft a plan that aligned with our unique situation and long-term vision. He is always open, transparent, and patient, making sure we are well-informed at every step of the process. We never feel rushed or pressured—just supported and guided with expertise. Leigh’s guidance has enabled us to plan and implement strategies to ensure a comfortable lifestyle for our family despite current uncertain times. Leigh’s dedication to his clients goes beyond numbers; he genuinely cares about our financial future and well-being It’s rare to find someone who offers both professional insight and a personal touch, and Leigh does this exceptionally well. We trust him fully with our financial journey.

We approached Leigh to create wealth, reduce tax and future planning for family and retirement. He listened to our requirements and developed a budget. Based on our risk profile and what we wanted to achieve, he then presented us with options for us to take to stabilise our future financial position. He explained each of the options and was able to clearly answer all the questions we had. Leigh informs us of any changes and is only a call a way. We look forward to working with Leigh for many years to come.