Holistic Financial Planning
Leishman Financial Services (LFS), a privately owned family business, has been providing Financial Advice since 1985 .
Leishman Financial Services Pty Ltd is authorised to provide advice in the following areas:
- Superannuation & Rollover Funds
- Retirement Income Planning
- Transition to Retirement Plans
- Account Based Pensions (Allocated Pensions)
- Managed Investments Advice
- IDPS / Wrap Accounts Advice
- Aged Care Advice
- Age Pension Planning
- Life Insurance & Risk Product Advice
LFS believes in aholistic approach to financial planning. That is, the incorporation of savings, budgeting, debt management, superannuation and insurance products together to produce the basis of your financial plan. If you receive advice that omits one of these areas, then your plan will not achieve the best result for you. The basis of LFS’s recommendations are the principals of advice, including goal identification and education of clients.