Leo Wealth seeks to provide expert financial advice to help people achieve their aspirations.

We work with you to:

Identify achievable outcomes;
Ensure you understand our solutions;
Assist you through implementation;
Continue to work with you and adjust as life events occur.

No one deserves to feel worried about running out of money.

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:

  • “Do I have enough to afford a car loan?”
  • “Do I have enough to afford a home?”
  • “Do I have enough to retire in ‘x’ years?”
  • “Do I have enough to start investing?”

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.

This is why we should work together.

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.

At Leo Wealth, we don’t just work for you, we work with you. We seek to find the best financial outcome to meet your needs; and in doing so, help you find the best you.

At Leo Wealth, we take the time to get to know you and help you get to know yourself. Financial advice is not only about investing or growing your money. It’s about how you can maximise your current situation to provide security and financial wellbeing for your future.

When you work with us, we not only seek to deliver an outcome, but educate you along the way, and ensure you fully understand and are completely comfortable with the process.

So how can we help you
along your journey?

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.

Wealth Creation
Creating wealth isn’t just limited to the performance of a good investment portfolio. At Leo Wealth, we take a holistic approach, and also look at how you can be more tax-efficient; have appropriate ownership structures in place; and best manage your debt to grow your wealth.
Goals-Oriented Financial Advice

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.

Retirement Planning
Just because you aren’t retiring in the next 5 years, it doesn’t mean you can’t start creating a life strategy now. In fact: the earlier you start planning and positioning yourself, the easier you will make your life in the long run.

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.

Risk Advice
We don’t tend to think about personal insurances on a day-to-day basis, but they are key in providing you and your family with financial security in unforeseen circumstances. Personal insurance helps you best prepare for the unexpected.

Lochlan Stuhne-Scott is the lead financial adviser at Leo Wealth. He is accredited and authorised to advise and deal in all product and strategy as limited by the AFSL (HNW Planning Pty Ltd). Lochlan works closely with HNW who specialise in retirement planning and retirement income.

Lochlan is also accredited with, and a member of the Property Investment Association of Australia (PIAA). He is able to provide property investment strategy, as well as assist in the selection of specific property assets.

Leo Wealth is active in the local and broader community. In line with our values and education mindset, we donate to support organisations that encourage and assist with teaching financial education and literacy to others.

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


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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!