Everyone is unique in their own circumstances, but a lot of the questions I’m asked are the same. It all comes down to “do I have enough …?” Realistically, this forms the core of most people’s financial concerns:
These are common concerns that are all addressable but need to be considered in light of your own unique circumstances with the support of quality financial advice.
Throughout every step of the way, you can be confident that your personalised financial plan from Leo Wealth will give you the financial freedom you deserve.
Every situation is different, and yours will be personal to you. But in one way or another, financial freedom is the end goal for everyone.
This is the utilisation of one or more of our core offerings to assist you in meeting your personal and financial, short and long term objectives. You may be aiming to reach a goal aligned with one area of advice, but find that it will also touch on a number of topics.
This is an area of advice that is important and relevant to just about everyone. It is the nest egg for your later life and is likely to form a large part of your wealth to self-fund you through retirement. How you can best utilise the low-tax environment should be a priority for most, if not all of us.
It is impossible to ignore property as an asset class for wealth creation and retirement. Speak to a professional who knows your personal situation in-depth, and can strategise where property may be right for you. Don’t risk receiving poor investment advice from third parties without your best interests at heart.
QCOAL Foundation
QCOAL Foundation has a focus on financial education for regional and rural communities; particularly in Queensland. They established the Ca$hEd Up program in partnership with the Financial Basics Foundation. This program seeks to provide 6 weeks a year of financial life skills training to students in years 7 to 12. Leo Wealth has a keen interest in dedicating time in the future to becoming more actively involved in these types of programs locally. You can find out more about the foundation, and how to help or donate here: https://qcoalfoundation.org/
And you can find out more about the program here: https://qcoalfoundation.org/our-initiatives/the-cahed-up-program/
First Nations Foundation
The First Nations Foundation provides culturally designed financial education, training and information that adds value for Aboriginal and Torres Strait Islanders. Their programs and products are designed to reflect the financial wellbeing priorities that are identified by Indigenous people and their communities.
You can find out more about the foundation, and how to help or donate here: https://firstnationsfoundation.org.au/
Ourimbah Razorbacks Rugby Club
Leo Wealth is a proud supporter of the Ourimbah Razorbacks, a local and well-established rugby union club on the Central Coast. They have a strong following with supporters being made up of current and past players, parents, and local residents. The Razorbacks have teams for mens Juniors (U6-U16s) and Seniors (U19s Colts and open Grade); and womens open Grade 10-aside competitions.
They are active in the local community themselves, and have a friendly club culture, with an open invitation to anyone to be involved with them.
You can find out more about the club here: https://www.ourimbah
Financial advice isn’t just about delivering a means to an end. It’s all about understanding how you can get yourself from where you are now, to where you want to be for the future.
So have you considered your financial wellbeing? You can’t afford not to!