Leigh Morris

Financial Planner in Sydney, Australia

Leigh Morris

Financial Planner in Sydney, Australia

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Money can take you wherever you wish, but always remember, money is the tool not the goal.

When working with my clients, this is the moto we work by.

Financial planning is about defining your goals and making them happen. This means genuinely understanding what makes you tick and what you want out of life.

As a 33-year old living in Sydney, my education hasn’t just come from text books and I understand the pressures Gen X & Y face. From purchasing your first home, paying-down personal debt, learning how to budget, keeping up with bills, education, super, insurance and more; the learnings can be steep. I mean it when I say, the struggle is real.

To top off the never ending list of responsibilities, we all still want to enjoy life, take a holiday, explore your hobbies and spend time with friends and family...and possibly start our own. I think we all find out the hard way that it isn’t necessarily true when they say, the best things in life are free.

Can I give you the sure fire way to get rich quick!? No…sorry. What I can do is provide educated strategies and the right guidance to provide you with the best possible opportunity to get ahead and stay there.

My passion is working with Gen X & Y as I have the ability and time frame to really make a difference in their lives. Being able to grow through each stage of life together, build relationships and share our experiences means that we can be honest and up front. The ability to speak frankly with my clients means that’s we can work through the ups and downs together and keep on moving forward.

If you’d like to have chat, I’m always up for a coffee (my shout) to discuss what you’re looking to achieve and how I can help.

  • Work
    • Sydney Financial Planning
  • Education
    • Advanced Diploma of Financial Planning
    • Diplomna of Financial Planning