Financial Planner Profile

Name: Leigh Goad

Qualifications: Leigh has worked in the Financial Services industry for the past 30 years – firstly in financial journalism and marketing – then followed by the last 15 years providing strategic financial advice to her clients.

She is committed to tailoring and supporting her clients in making financial decisions that meet their individual goals – fostering robust long-term relationships and deeply understanding each of her client’s aspirations is central.

Leigh specialises in framing strategic financial plans to broadly encompass:

Superannuation strategies
Wealth accumulation
Cash flow, budgeting and financial education comfort
Risk protection insurance
Retirement planning including income streams
Centrelink-friendly strategies
Aged Care assistance

Our First meeting:
Few things have the potential to shape our lives like money, and few are more personal. Your earning, spending, saving, and investing plans are as unique as you are.

We believe in the importance of investing the time to understand you and your unique financial goals.
It may be a new house, a secure retirement, or the flexibility to work less – or something entirely different.
With your vision clearly defined, we’ll build a personal financial plan to get you there. A unique strategy and plan that genuinely reflects you.

Why choose us:
We look after the health, wealth and wellbeing of almost 1 million Australians. We know that great financial advice transforms lives – it provides people with clarity, control, choice and dignity. We understand each client as an individual, what money means to them, their goals and desired future. We believe it is important to coach and educate our clients to empower their decision making.

Financial security is a fundamental plank in your Wellbeing platform and by providing Australians with solid financial advice, we help people thrive.

Financial Planning Services:

  • Superannuation strategies
  • Wealth accumulation
  • Risk protection insurance
  • Aged Care assistance

  

  • Cash flow, budgeting and financial education comfort
  • Retirement planning including income streams
  • Centrelink-friendly strategies