ACCOUNTANTS AND FINANCIAL PLANNERS
LEAD Financial Strategists are a team of Professional Accountants, Tax Practitioners and Certified Financial Planners that seek, first and foremost, to understand you.
We LISTEN, EVALUATE, ADVISE and ultimately DEVELOP financial strategies that are insightful and shaped to fit your circumstances and goals, adherent to the spirit of the legislation.
Our professional membership, together with our internal code of conduct, instills in our team the ethics, honesty, integrity and transparency that we subscribe to as the minimum standards necessary to provide you with a service that you can trust.
Your business strategy, and decisions, must be made considering your entire operation, your personal and family circumstances, your industry and the economy. From helping to plan and implement strategic change, to increasing portfolio value, we focus on delivering tangible results.
LEAD Financial Strategists are a team of Professional Accountants, Tax Practitioners and Certified Financial Planners that seek, first and foremost, to understand you.
We LISTEN, EVALUATE, ADVISE and ultimately DEVELOP financial strategies that are insightful and shaped to fit your circumstances and goals, adherent to the spirit of the legislation.
Our professional membership, together with our internal code of conduct, instills in our team the ethics, honesty, integrity and transparency that we subscribe to as the minimum standards necessary to provide you with a service that you can trust.
Your business strategy, and decisions, must be made considering your entire operation, your personal and family circumstances, your industry and the economy. From helping to plan and implement strategic change, to increasing portfolio value, we focus on delivering tangible results.
Portfolio
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Frequently Asked Questions
Why should a customer hire you over another service provider?
We focus on intentional engagements to help you grow your legacy.
Our people are our “assets” and we take care of them to ensure tangible results. These results help our people to live their best possible life.
What experience, skills, qualifications or training do you have to make you the right person for the job?
I have partnered with many clients and tribe members since 2004, helping them to achieve their goals.
Yes I am an Accountant, Lifestyle Financial Planner and Certified coach. These qualifications however do not tell you who I am as a person and what I do. That you have to experience.
Is there a particular aspect of your trade or industry that you specialise in?
Personal and Business development and planning.
Accounting, Tax and Investments
How do you normally charge for your service?
Projects ate defined with a clear scope of service. The costing is linked to hours.
Suburbs Serviced
- Accountants in Lorraine
- Accountants in Kamma Heights
- Accountants in Lorraine Manor
- Accountants in Kamma Park
- Accountants in Theescombe AH
- Accountants in Beverley Grove
- Accountants in Beverley Grove
- Accountants in Kamma Ridge
- Accountants in Weybridge Park
- Accountants in Theescombe
- Accountants in Woodlands
- Accountants in Lovemore Heights
- Accountants in Ben Kamma
- Accountants in Ben Kamma
- Accountants in Ben Kamma
- Accountants in Brymore
- Accountants in Fairview
- Accountants in Fairview
- Accountants in Fairview
- Accountants in Fairview
- Accountants in Beverley Grove
- Bookkeepers in Lorraine
