LEAD is a Financial Service Provider (FSP) registered with the Financial Sector Conduct Authority (FSCA) and have contracts with reputable strategic partners. We are qualified and experienced to partner with you. Our role is to co-create a plan with you, where you can grow your personal and family’s wealth while you live your ideal life.
LIFE PLANNER
As your LIFE PLANNER, we delve into the finer details of how your lifestyle is lived. We seek to understand your lifestyle choices and behavior as well as who is involved and impacted by your day-to-day lifestyle decisions. We believe LIFE PLANNING to be of utmost importance as this will determine if you are happy and fulfilled with your current lifestyle that you live.
FINANCIAL PLANNER
As your FINANCIAL PLANNER, we use our expertise and experience to determine the sustainability of your current lifestyle choices along with future lifestyle choices. This is the role we embrace when we partner with you through the financial planning process. We use market leading technology and co-create a Lifestyle Financial Plan that provides the best possible outcome of achieving your desired lifestyle.
FINANCIAL ADVISOR
As your FINANCIAL ADVISOR, this is the role where we partner with you in connecting the needs of your lifestyle to solutions with approved Strategic Partners we are affiliated with. We believe this to be the least important of the three hats because solutions without a fulfilled and sustainable lifestyle might have an undesirable effect for your financial plan.
STRATEGIC PARTNERS
LEAD Financial Strategists are a team of Professional Accountants, Tax Practitioners and Lifestyle Financial Planners that seek, first and foremost, to understand you.
We LISTEN, EVALUATE, ADVISE and ultimately DEVELOP financial strategies that are insightful and shaped to fit your circumstances and goals, adherent to the spirit of the legislation.
Our professional membership, together with our internal code of conduct, instils in our team the ethics, honesty, integrity and transparency that we subscribe to as the minimum standards necessary to provide you with a service that you can trust.
Your business strategy and decisions must be made considering your entire operation, your personal and family circumstances, your industry and the economy. From helping to plan and implement strategic change, to increasing portfolio value, we focus on delivering tangible results.
We think like investors and look for opportunities to add value.
Our accountancy expertise enables us to supply a compliant and efficient accounting service. We aim to ensure that you can focus on what you do best – managing and building your business – by using reliable and up to date financial information. We will assist you in setting up an accounting system that will provide you with an accounting solution to suit your needs, while providing training and on-going support.
Our affiliation to various professional bodies, and our secure network of information groups, ensures that we are able to provide you with the best business consulting and structuring advice. Our services in this area include business consulting, business structuring, secretarial services, statutory and other registrations and legal agreements.
Tax compliance for small to medium sized businesses is increasingly complex. We study your personal and business circumstances and focus to simplify your corporate, individual and indirect tax obligations, working together to legitimately minimise your tax burden.
When it comes to people, we all know that one size doesn’t fit all. We at LEAD understand this. We can help you with Accounting, Business Consulting, Financial and Estate Planning and Tax Compliance.
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