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Sound and agnostic financial advice in some of the following areas;
How much do you charge? The first appointment is complimentary. Initial planning and ongoing review fees are discussed at the 1st meeting.
Do you do home visits? Yes, we can accommodate home visits if required.
What type of advice do you provide? We work with a number of leading product providers and insurers, to ensure that our clients receive holistic advice in all areas of financial planning. We have no bias or ties to any company.
Do you provide advice for ethical investments? Yes, we can invest in funds that are not invested in fossil fuel investments, both on a domestic and global basis.
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Gold Coast, Queensland 4226, Australia
08:30 am – 05:00 pm
Monday - Friday: 8.30am - 5pm
Saturday: By appointment
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Copyright © 2020 Leaf Financial Pty Ltd - All Rights Reserved.
Authorised Representative No. 1007608
Leaf-Financial Pty Ltd
Licensed under Lifespan Financial Planning, Head Office Level 23, 25 Bligh Street, Sydney • PO Box R686 Royal Exchange Sydney NSW 1225 Tel: 02 9252 2000 • Fax: 02 9252 2330 • www.lifespanfp.com.au.