We partner with you so that you can live your best possible life without the fear of running out of money, whatever happens.
Planning and structuring your personal and financial affairs correctly and efficiently, is essential to grow your legacy while you live that life.
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.
We believe our role as your Lifestyle Financial Planner transcends three roles where we act as your Life Planner, Financial Planner and Financial Advisor as we partner with you
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.
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.
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.
- Health Insurance
- Long Term Insurance
- Short Term Insurance
Why you should choose LEAD for your estate and financial planning needs
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.