Leishman Financial Services

LFS are retirement planning specialists established in 1985, providing comprehensive, sound and professional financial advice.

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LEISHMAN

About Us

At Leishman Financial Services, our mission is to empower our clients to make informed financial decisions throughout their lives, with a special focus on retirement planning. We strive to provide personalised financial planning services that are tailored to the unique needs and goals of each
individual client.

Founded on July 1st, 1985 in Glen Waverley, with a history spanning almost 4 decades, LFS advisers are some of the top of their class. We are committed to educating and guiding our clients through the complexities of financial planning, offering transparent and ethical advice that puts their best interests first. Our goal is to help our clients achieve financial security and peace of mind, no matter what stage of life they are in.

As specialists in retirement planning and aged care advice, we understand the challenges and opportunities that come with planning for retirement and long-term care. We are dedicated to providing expert advice and solutions that help our clients make the most of their resources and maximize their quality of life.

At Leishman Financial Services, we are passionate about helping our clients achieve their financial goals and live the life they envision. We are committed to building long-term relationships based on trust, respect, and exceptional service.

The initial meeting with one of our Advisers is complimentary. It provides an opportunity for you to meet the adviser and assess their skills, knowledge and personality to determine if you feel comfortable working with our team.

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WHAT WE DO

HOLISTIC FINANCIAL PLANNING

Leishman Financial Services (LFS), a privately owned family business, has been providing Financial Advice since 1985.

SUPER ADVICE

Superannuation rules in Australia seem to change with almost every federal budget, regardless of which political party might.

RETIREMENT PLANNING

Australia has an aging population and the Age Pension is becoming harder to get and keep.Being able to support yourself.

AGE PENSION ADVICE

While no longer the backbone of retirement funding for most people, the Age Pension still plays an important role to help subsidise.

AGE CARE ADVICE

Those who are lucky enough to make it to old age, are often faced with the need to enter Aged Care.Despite an over-haul in 2014, the Aged Care.

WEALTH ACCUMULATION ADVICE

Savings and investment strategies are more than just superannuation and paying off your mortgage. LFS has a range of investment savings.

LEISHMAN

Community

LFS plays a large role in their local community, sponsoring both the Glen Waverley and Mount Waverley Lawn Bowls Clubs, the Rotary Club of Glen Waverley, the Waverley Music Eisteddfod, St Leonards Catholic Church, as well as making regular donations to the Olivia Newton-John Wellness Centre and the Red Cross. LFS is proud to give back to their community.
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TESTIMONIALS

What People Are Saying

Judith age 69

Client since: I’m a second generation client with my parents seeing Jim Leishman back in the mid-1980s, my husband and myself in the early 1990s.
LFS has been the trusted financial advisor to three generations of my family. Because they actively manage client portfolios and monitor changing circumstances they have always provided us with timely and astute advice. I have no hesitation in recommending Simone, Chris, and their team; LFS is a byword for integrity and service.

Barry & Judy ages 76 & 74

Client since: 1988 – 89
Our relationship with Leishman Financial Services (LFS) commenced initially with Simone’s father Jim and has continued with Simone, Chris, and their team through to the present day. We highly value the independent and trustworthy advice provided by LFS and their dedication to providing us, and members of our extended family, with the best possible range of services to meet our individual needs.

Maria Smith age 66

Client since: June 2007
Leishman Financial has been a lifesaver for me.
Simone has been there ready and willing to help and advise.
She was an enormous help when I sold my house and downsized.
Simone explains things in such a way that it’s easy to understand.
It’s reassuring to have someone that I know truly cares about my welfare.

Delighted Client

Client Since – I have been a Client with Leishman Financial Services for over 30 years
During the 30 years plus that I have been a client, I have been extremely happy with the advice I have received for my long-term investment strategy, and the periods during my retirement and sale of my house. The staff have always given clear, understandable information regarding their strategies, and I have been more than delighted with the results I have achieved over my time with the knowledgeable, friendly team at Leishmans.