
Charting a course for your financial future

Your interest will always come first

We aim to protect your family
TESTIMONIALS
"My wife and I have known Leo since 2005 when we were in the process of transferring our superannuation into a SMSF. Leo provided valuable assistance to us in establishing our SMSF and has continued to support us over the last 11 years. During this period, Leo’s considered advice and consultative approach has seen our portfolio survive the GFC with minimal impact and grow better than industry average both pre and post GFC. Leo always provides us with investment options and works closely with us reviewing the options prior to us jointly making investment decisions.
We thoroughly recommend Leo as a Financial Advisor."Mark and Anne V.
Leo has been acting as my financial advisor for over 15 years. I consider him to be a friend as well as an astute professional advisor. Leo has assisted myself and my family in setting up a number of financial structures to suit our circumstances and needs and we could not have completed these transactions without him. These have included setting up my self‐managed superannuation fund as well as several private trusts.
What I appreciate the most, is the integrity and trust that has been built up with Leo over the many years of working together. In that time, we have consistently enjoyed an open dialog in reviewing my portfolio and exploring both opportunities and risks in the market together.
Leo is an excellent communicator and has a patient and pleasant disposition that makes the task of explaining and discussing complex matters that much easier to comprehend. I appreciate how Leo keeps in constant contact with me on pertinent matters of import that I should be aware of and have involvement in. I have found that Leo is well versed in the current trends and performance of the market and his personal attention to my interests and the health of my portfolio gives me a great sense of security that my financial interests are being managed well.
Leo was originally referred to me by my accountant at the time. Our association has been excellent ever since and certainly beneficial in terms of protecting and growing wealth for my family. I have referred personal friends to Central Private Wealth, and understand that they also enjoy a similar relationship with Leo.
Wayne M. Killara, NSW.