LFS are retirement planning specialists established in 1985, providing comprehensive, sound and professional financial advice. With a history spanning over 3 decades, LFS advisers are some of the top of their class. With a team of 6, including the 2 owners, LFS boasts three out of the four staff exceeding 10 years of service.
The initial meeting with one of our Advisers is complimentary. It provides an opportunity for you to meet the adviser and assess their skills, knowledge and personality to determine if you feel comfortable working with the team. Leishman Financial Services (LFS), a privately owned family business, has been providing Financial Advice since 1985.
The initial meeting with one of our Advisers is complimentary. It provides an opportunity for you to meet the adviser and assess their skills, knowledge and personality to determine if you feel comfortable working with the team. Leishman Financial Services (LFS), a privately owned family business, has been providing Financial Advice since 1985.
Services
LFS has a team of 6, consisting of 3 Financial Planners, and 3 support staff. The team is close knit and works together to achieve the highest standards of customer service. Her role at this time was in client services. While studying for her Bachelor of Business at Deakin University, she worked as a trainee financial planner.
Leishman Financial Services (LFS), a privately owned family business, has been providing Financial Advice since 1985. LFS advisers specialise in retirement planning, both pre and post retirement, and wealth creation strategies. Located in Glen Waverley, the firm works with multiple generations of families to create lasting relationships founded on the mutual objective of financial freedom.
Superannuation rules in Australia seem to change with almost every federal budget, regardless of which political party might be in power. Working with your Financial Planner to make sure your Super Fund has the right features for you is critical to a good financial plan. With many years' experience in providing superannuation advice, the LFS advisers can analyse your super funds and rationalise them into the right funds for your situation.
Australia has an aging population and the Age Pension is becoming harder to get and keep. Being able to support yourself, at least for the first few years of retirement, gives you the opportunity to retire prior to your Age Pension age. As well as this it gives you the freedom to achieve your "bucket list" when you are ready and healthy enough to do it.
While no longer the backbone of retirement funding for most people, the Age Pension still plays an important role to help subsidise the nest egg clients have built for retirement. LFS has been working with Age Pension clients since 1985 and designing and developing strategies to assist clients achieve a Centrelink benefit, when they are entitled.
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