Who is Leon Falk Financial Services?
Leon Falk Financial Services is a leading Australian financial advice company that helps clients make the right choices to achieve their lifestyle and financial objectives
History of ownership and management
Founded in 2003 in Sydney by Leon Falk to provide financial planning services to clients. The business is based primarily in the Eastern Suburbs region of Sydney.
Brian Fitzpatrick joined the business as a Director in 2009 to further the growth of the company.
Funds under advice of over $100 million for over 250 clients from individuals to small businesses, superannuation funds and family trusts.
LFFS has an office in the heart of Bondi Junction and in the Sydney Central Business District.
LFFS uses an approach to financial advice that helps clients to clearly define their goals and make informed choices to achieve their lifestyle and financial objectives.
LFFS helps clients take control of their financial future providing specialised financial advice in the areas of:
- retirement planning
- longterm wealth creation and preservation
- superannuation rollover and consolidation
- career transitions including loss of employment and redundancy
- sale of business
- lump sum payments such as inheritance or compensation settlements
- cash flow and debt management
- aged care
- wealth protection including personal insurance
LFFS provides financial advice to business professionals, including accountants and lawyers, to help them enhance the services they provide to clients.