Leedam Sheppard & Associates
Financial Services - Adelaide, South Australia, Australia
Leedam Sheppard & Associates Employees
Leedam Sheppard & Associates Details
What does your idea of Financial Freedom look like? When we ask that question of you, it enables us to get a great understanding of what is truly important to the individual client, and it enables us to engage with clients on a different level. We love those conversations as a result of clients coming into the office and seeing the wall graphics and the questions around; does travel mean anything to you? Or is sending kids to private school something that is important? It's about making sure that whatever we recommend reflects what is truly important to the individual client, and it's completely values driven. At Leedam Sheppard & Associates, we believe in enabling you to manage your financial wellbeing to enjoy the future you want. Our financial planning practice provides our clients with some of the highest levels of expertise and service in the market. If you choose to partner with us as we do with you, it will form the basis of a great level of understanding, mutual respect and trust. In an advisory role, we see this as the fundamental elements of a successful relationship.
