“We came to Leigh with a specific set of objectives including tax minimisation, travel, estate planning, cashflow management, superannuation strategy but most importantly a goal to retire within the next three years. Well he knocked it out of the park, all boxes ticked. He has strategically dealt with each objective, delivered on his promises, communicated effectively and often enough. We are fundamentally on track thanks to Leigh. I have seen two other financial planners in the past and neither were worth old salt – Leigh has changed my previous perceptions – he will go far. We endorse him wholeheartedly.” ~ Craig, 56 – 65 years
“We were hesitant to contact an adviser because we thought it was ‘too early’, it was going to be ‘costly’ and we had ‘too little’ to retire. We researched and met Leigh who has been able to grasp our situation and has now put us on a road to future retirement. We understand and have now implemented his advice and we can already see a financial change in such a short period of time. Leigh has given us a lot of optimism for the future.”~ Kylie, 56 – 65 years
“We approached Leigh Smith 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.”~ Rajiv, 35 – 45 years