Matthew
Leonie has been with us since we first opened our doors. With a strong background in administration, Leonie manages the relationships with our insurance and superannuation partners and makes sure the office is running like a well oiled machine.
Leonie
Background
Goals Based Advice was born out of client demand for collaboration among financial advice specialists. GBadvice assembles a team of advice professionals who cater for complex financial advice needs including self-managed super funds, investment advice, approaching retirement, insurances, strategic and tax planning advice. Our offices are in Melbourne however more than half of the firm’s clients reside outside of Victoria.
Our Mindset
Bringing together specialists from different fields of advice was per our core mantra, Money is simply the tool you acquire to facilitate your goals, understanding your goal and allocating your resources efficiently is our role.
With your goals front of mind, our team of specialists offer you the capability of engaging with appropriate strategies for the achievement of your goals.
The GBadvice approach is one of professional care and consideration of clients and their needs. We know that financial matters can be very confusing and overwhelming to busy professionals and take an extra effort to explain things clearly and have our clients feel empowered in their financial choices.
Your Outcome
Goals are invariably a moving target, steps along the path to emotional satisfaction that we all gain through different achievements, In the financial world this is referred to as financial wellness. The capacity to utilise your financial potential for the purpose, achievement and maximisation of your goals.