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Who We Are

Financial Planning in the Barossa Valley has never been easier. With over 13 years of experience each you’ll love what we can do for your finances!

Our personal approach sets us apart – we’re known for our no nonsense, straight forward, easy to understand financial advice.

Our friendly and experienced financial adviser is known for exceptional service and the genuine care with which we treat our clients. We believe in your success, security and peace of mind (grow – protect – prosper) and want to help you reach your financial goals.

From purchasing a home or saving towards one, paying off debt, developing a superannuation plan or if you’re intrigued, discussing the possible benefits of a Self-Managed Super Fund (SMSF).

Our vision is to help our valued clients achieve their dreams of financial freedom. What’s yours?

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Leticia Leggett – Financial Adviser

Authorised Representative Number: 297099
I come from a grazing property in far western New South Wales where my family lives. Between the demands of caring and raising a young family and managing the demands of work, I love travelling and you’ll find me outdoors.  My inspiration comes from spending time with the family and friends and being in such a wonderful part of the country.

 

 

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Barossa Valley Financial Planning

For all your financial advice needs including superannuation, personal insurance and retirement. Servicing clients throughout the Barossa Valley region.

Our financial adviser has over 13 years of experience. You’ll love what we can do for your finances!

Our personal approach sets us apart – we’re known for our no nonsense, straight forward, easy to understand advice.

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What our clients say

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“Leticia is always available and I know that I am in good hands”

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Contact Us

PHONE:
08 8567 3663
FAX:
08 8121 7631

EMAIL:
admin@organicwealth.com.au
OFFICE:
26 Greenock Road, Nuriootpa SA 5355
POSTAL:
PO Box 591, Greenock SA 5360

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RL Financial Services Pty Ltd T/A Organic Wealth ABN 93 164 837 683 is a
Corporate Authorised Representative no. 443392 of Alliance Wealth AFSL 449221 ABN 93 161 647 007

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