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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; and

Continue to work with you and adjust as life events occur.

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

Everyone is unique in their own circumstances, but a lot of the questions I’m asked are the same. Itr 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 which 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.

Experience;
Knowledge;
Trusted;
Success Orientated; and
Goal-Orientated;

Throughout every step of the way, you can be confident that your personalized 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 isn't only about constructing a means to an end, but creating an interpersonal relationship through your journey.

When you work with us, we not only seek to deliver an outcome, but educate you along the way, and ensure your understanding of the process. Education is very important to us, and we believe that everyone we work with whould be given the opportunity

So how can we help you

along your journey?

Every situation is different, and yours will be personal to you. But one way or another, financial freedom is the end goal of everyone.

Goals-Oriented Financial Advice

Utilisation of one or more of our core offerings below to assist you in meeting your personal and financial, short and long term objectives. You may seek our recommendation which is focused on one area of advice, but find that it will also touch on a number or 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.

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 dependants with financial security in unforeseen circumstances

Wealth Creation

Creating wealth isn’t just limited to the performance of a good investment portfolio. We make 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, amongst other strategies.

Superannuation

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.

Gary James

Jane Doe

John Smith

Lochlan Stuhne-Scott is the lead financial adviser at Leo Wealth. He is accredited and authorized to advice 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.

First Nations Foundation

The first Nations Foundation provides culturally designed financial education, training and information that adds value for Aboriginal and Torres Strait Islanders.

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.

Book an appointment

Let's Talk!

Financial advice isn’t just about delivering a means to an end. It’s about learning the process, and understanding how implementing our recommendations can take you from where you are now, to where you want to be.

So have you considered your financial wellbeing? You can’t afford not to!

Suite 17C, 8-12 Karalta Road, Erina, NSW 2250
PO Box 3305, Erina, NSW 2250

hello@leowealth.com.au