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Lesley assists people of all ages and phases of life with the complex and often confusing aspects of financial planning.
Using a collaborative approach, she researches and develops personal financial plans for her clients, helping them set, and achieve, their unique goals.
Lesley offers an ongoing service relationship which ensures her client’s financial plan is reviewed regularly and objectives are continually met, with an emphasis on positive lifestyle and financial goals.
Lesley is a CERTIFIED FINANCIAL PLANNER®, a member of the Financial Planning Association, and is the Chair of the Geelong Chapter. She is also a Certified Practising Accountant and Fellow of the Institute of Public Accountants. After deciding on a career change to Financial Planning in 2002 she joined the Planwell team in 2010.
Her advice embraces all aspects of financial planning, interpreting the complex and frequent changes to legislation, including:
- Aged Care fees and financial advice
- Centrelink planning, calculations and nominee service as required
- Personal Life & Income Protection insurances
- Income Streams, Allocated Pensions and Annuities
- Retirement preparation
- Estate Planning
- Budgeting, Cash Flow and Savings Plans
- Taxation outcomes
In her spare time Lesley enjoys good food, wine and coffee; and balances this by keeping fit through Personal Training, Pilates and Zumba. Lesley attempts to grow vegetables in her own garden and shares in her husband’s passion for old American cars, art and travelling.