Name | Stuart McKenzie CFP® |
Company | Lead Financial Pty Ltd |
Address | 32 Garsed Street Bendigo, VIC 3550 |
Phone | 03 5445 4290 |
Website | www.leadgroup.com.au |
Stuart offers specialist financial planning expertise with over 20 years’ experience as a financial planner. He has extensive experience in providing advice to clients across all areas of their financial lives, including wealth accumulation, cashflow management, personal risk insurance, retirement planning, portfolio management, investments, estate planning, aged care and Centrelink. Stuart relishes the opportunity to create and implement wealth strategies to allow clients to simplify their affairs and assist them in achieving their financial goals and lifestyle dreams as they move through different stages of their lives.