Private Wealth Management

The Leaders Wealth Management team has the focal aim of working with you to shape and accomplish your financial goals. While other financial service providers concentrate on short term investment goals, we go above and beyond to add genuine value to your life by helping you be at your financial best.

Private Wealth Management Services
  • Investment advice and portfolio management
  • Wealth creation and financial planning
  • Asset allocation
  • Risk insurance
  • Business succession planning
  • Philanthropic management and advice
  • Estate planning: including wills, powers of attorney and guardianship
  • Retirement planning
  • Quarterly newsletter with relevant wealth management advice and strategies

 

The Leaders Investment Manager Pty Ltd is authorised under its Australian Financial Services Licence to offer services to you in the following products.

  • Deposit products
  • Government Debentures, Stocks & Bonds
  • Derivatives limited to old law securities options contracts and warrants
  • Interests in Managed investment Schemes including investor directed portfolio services
  • Standard Margin Lending facilities
  • Securities
  • Superannuation
  • Life Insurance


Private Wealth Management Services are conducted through The Leaders Investment Manager Pty Ltd (AFSL 240776) a company wholly owned by the group and not affiliated with any bank or financial institution.

 

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Privacy Statement
CPD Policy
Complaints Management Policy

 

 
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