Who We Are
Financial Planning in the Barossa Valley has never been easier. With many years of experience, you’ll love what we can do for your finances!
Our personal approach sets us apart – we’re known for our no nonsense, straight forward, easy to understand financial advice.
Our friendly and experienced financial adviser is known for exceptional service and the genuine care with which we treat our clients. We believe in your success, security and peace of mind (grow – protect – prosper) and want to help you reach your financial goals.
Our vision is to help our valued clients achieve their dreams of financial freedom.
Meet the Team
Leticia Leggett
Principal Adviser
- Accredited Self-Managed Superannuation Fund Specialist
- Accredited Aged Care Specialist
- Bachelor of Business (Ag Commerce)
- Advanced Diploma of Financial Planning
Debbie Falkenberg
Client Service Officer
- Has been with Organic Wealth since May 2022
Jacinta Grove
Para-Planner
- Has been with Organic Wealth since 2017
We help people from all walks of life and
wealth levels with their financial planning and strategies.
• Easy Language • Personal Understanding • Straight Advice •
Leticia Leggett
Typically, clients are referred to me by existing customers or from trusted relationships with advisors, brokers, accountants, lawyers and other professionals.
Predominantly the clients that seek my help are those who are planning their retirement or aged care needs who aren’t familiar with the many issues relating to these areas of advice.
My clients want someone who cares, is enthusiastic and excited about guiding them through their financial decisions.
Financial Background
I’ve had over 18 years of experience in the financial planning industry helping to simplify the complexities of financial advice and tailor individual solutions for individual people.
Typically, my clients include those who:
- are pre-retirees or self-funded retirees
- require help with age pension or aged care planning
- have a self-managed superannuation fund
- require assistance with direct investment in shares
Personal Background
I come from a grazing property in far western New South Wales where my family lives. Between the demands of caring and raising a young family and managing the demands of work, I love travelling and you’ll find me outdoors. My inspiration comes from spending time with family and friends and being in such a wonderful part of the country.
Contact Details
Available for after business hours appointments & fully mobile.
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