Leapfrog Financial has been built on a strong foundation keeping the you, the client at the heart of all that we do. Our focus will always remains on building a partnership with you over the years as we get to know one another. During this time we will help you discover what you really want, find out what drives you, and build you a financial framework to help you achieve your goals. A clear financial plan delivering to you the peace of mind the clarity provides ensuring you no longer have to stay in financial darkness.
We also understand that you may not be ready, or in fact need to have a comprehensive plan developed for you at this point in time which is why in our first discovery meeting, which is complementary, we will sit down with you to find out what your key concerns are.
Ongoing as your needs change so does our advice, it remains adaptable and proactive, everything we do is tailored ensuring we continue to deliver value to you for the fees that you pay. It could be strategic, taking away the administrative burden, keeping you accountable to your goals, reviewing your investments or even overlaying our expertise to the circumstances life throws at you.
Range of Services
- Financial Planning
- Investment Advice
- Personal Insurance Advice
- Cash flow and Budgeting
- Mortgage Broking
- Self Managed Superannuation
- Investment Property Advice
- Superannuation Investments
Meet the Advice Team
You do not succeed by hiding from the future and as a business owner I know the value of getting the work life balance right and aligning my business and personal goals together so I can achieve the future I want. It is this knowledge that I share with my clients.
I am a strong believer that sitting still is choosing to fail and that being successful in innovation is about being comfortable with being uncomfortable. It is my responsibility to stop fear consuming my clients. Whether it is in making a personal financial or key strategic business decision. What I do is about helping clients leapfrog ahead by avoiding the some day delayed reaction that keeps so many peers heads buried in the sand.
It is also the word 'Stop' that allows me to protect my clients, their family and their business.
I see my client’s complete financial and business journey. Along the way I will be determined in keeping them to their financial goals, compassionate in balancing today’s needs vs tomorrow’s wants, and collaborative in all that I do. It is after all my client’s LIFE and not mine.
I am proud to always challenge the accepted norms, ruffle a few feathers and lead by example, I hope you join me on the ride.
Financial Services Guide and Credit Guide - FSG Part 1
Supplementary Financial Services Guide and Credit Guide - 15 September