Leticia Leggett’s Work
Typically, clients are referred to me by existing customers or from trusted relationships with brokers, accountants, lawyers and other professionals.
Predominantly the clients that seek my help are those who are planning their retirement or retirees who aren’t familiar with the many issues relating to retirement.
My clients want someone who cares, who has an enthusiasm and excitement about guiding them through the financial decisions they have to make to ensure they meet their retirement ambitions.
Her client’s have said
“She gave me that sense of security I was looking for.”
“Leticia is always available and I know that I am in good hands”
“I’m confident that Leticia will look after my wife if I’m not around”
“A girlfriend referred me to Leticia and we hit it off straight away”
“She is genuinely interested in me and my family”
Financial Background
I’ve had over 12 years of experience in the financial planning industry helping to simplify the complexities of financial advice and tailor individual solutions for individual people.
Typically, my clients include those who:
- are pre-retirees or self-funded retirees
- require help with age pension or aged care planning
- have a self-managed superannuation fund
- require assistance with direct investment in shares and property
Personal Background
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.
Qualifications
Leticia is an accredited Self-Managed Superannuation Fund Specialist, with a Bachelor of Business (Ag Commerce) and an Advance Diploma of Financial Planning.
Contact Details
Phone: 08 8567 3663 or 0417 688 536
Email: lleggett@organicwealth.com.au
Available for after business hours appointments.
Fully mobile.
Connect online
FSG and Advisor Profile
