Welcome!

We want to help ambitious professionals, families and businesses
to take small steps and giant leaps forward in their pursuit of a lifetime of wealth.

Now is the time to begin your future savings plans. Whether you are renting or saving for your first home – let’s start setting goals for your investments.
Now is the time to begin your future savings plans. Whether you are renting or saving for your first home – let’s start setting goals for your investments.
Your income is your most important asset – especially if you have a young family. Looking into your insurances, government allowances, lifestyle expenses and future estate planning is crucial.
Your income is your most important asset – especially if you have a young family. Looking into your insurances, government allowances, lifestyle expenses and future estate planning is crucial.
Where do you see yourself retiring and can you afford it on your current income and savings? Starting a transition to retirement needs careful planning of your goals, expenses and investments.
Where do you see yourself retiring and can you afford it on your current income and savings? Starting a transition to retirement needs careful planning of your goals, expenses and investments.
Whether your income comes from government support, or self-funded, your retirement shouldn’t be stressful. Finding the best path for you and your family starts here.
Whether your income comes from government support, or self-funded, your retirement shouldn’t be stressful. Finding the best path for you and your family starts here.
Start living comfortably within your means and enjoy your years of hard earned income. Managing your future care expenses and living arrangements, your superannuation and pension income is key now.
Start living comfortably within your means and enjoy your years of hard earned income. Managing your future care expenses and living arrangements, your superannuation and pension income is key now.

Hello!
I'm Leticia Leggett

My clients want someone who cares, is enthusiastic and excited about guiding them through their financial decisions.

Our personal approach sets us apart – we’re known for our no nonsense, straight forward, easy to understand financial advice.

We specialise in:

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When did you last do a comprehensive review of your insurances? We have a team of insurance experts who can make sure you are covered when you need it most.

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Thinking of renovating? We can help you utilise equity in your house to fund it. Contact the team today to find out more!

🏡✨ Thinking about extra loan repayments?
Paying a bit more on your mortgage can significantly reduce the interest you pay and shorten your loan term, helping you own your home sooner.
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🏡✨ Thinking about extra loan repayments? 
Paying a bit more on your mortgage can significantly reduce the interest you pay and shorten your loan term, helping you own your home sooner.Image attachmentImage attachment

Our team of experienced insurance specialists can compare the cost and coverage of your business insurance, ensuring you're covered when you need it most. ... See MoreSee Less

Our team of experienced insurance specialists can compare the cost and coverage of your business insurance, ensuring youre covered when you need it most.
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