Artwork

Contenuto fornito da Tanya Simon. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Tanya Simon o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Player FM - App Podcast
Vai offline con l'app Player FM !

Planning, Balance & Quality Family Time

34:05
 
Condividi
 

Manage episode 310971670 series 3078940
Contenuto fornito da Tanya Simon. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Tanya Simon o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Chris & Simone Vanden-Driesen are owners and Senior Financial Planners at Leishman Financial Services, a privately owned Australian Financial Services Licensee. The three advisers work with clients to identify and articulate financial lifestyle goals, then design strategies to help the clients achieve those goals. LFS works with wealth accumulators, families, pre-retirement planners and retirees, all the way up to those requiring aged care advice. A family owned business since 1985, LFS considers its moto, “Our Family helping your family”. Established on July 1st, 1985 by James & Jenice Leishman, Leishman Financial Services has grown into a prominent provider of financial advice in the City of Monash and surrounding areas. Now owned and run by Jim’s daughter Simone, and her husband Chris Vanden-Driesen, their team of advisers have over 50 years of combined experience in working with clients and providing sound strategic advice. LFS believes in a holistic approach to financial planning. That is, the incorporation of savings, budgeting, debt management, superannuation and insurance products together to produce the basis of your financial plan. If you receive advice that omits one of these areas, then your plan will not achieve the best result for you. The basis of LFS’s recommendations are the principals of advice, including goal identification and education of clients. Chris & Simone Vanden-Driesen are owners and Senior Financial Planners at Leishman Financial Services, a privately owned Australian Financial Services Licensee. The three advisers work with clients to identify and articulate financial lifestyle goals, then design strategies to help the clients achieve those goals. LFS works with wealth accumulators, families, pre-retirement planners and retirees, all the way up to those requiring aged care advice. A family owned business since 1985, LFS considers its moto, “Our Family helping your family”. Established on July 1st, 1985 by James & Jenice Leishman, Leishman Financial Services has grown into a prominent provider of financial advice in the City of Monash and surrounding areas. Now owned and run by Jim’s daughter Simone, and her husband Chris Vanden-Driesen, their team of advisers have over 50 years of combined experience in working with clients and providing sound strategic advice. LFS believes in a holistic approach to financial planning. That is, the incorporation of savings, budgeting, debt management, superannuation and insurance products together to produce the basis of your financial plan. If you receive advice that omits one of these areas, then your plan will not achieve the best result for you. The basis of LFS’s recommendations are the principals of advice, including goal identification and education of clients. Our website is www.leishmans.com.au
  continue reading

13 episodi

Artwork
iconCondividi
 
Manage episode 310971670 series 3078940
Contenuto fornito da Tanya Simon. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Tanya Simon o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Chris & Simone Vanden-Driesen are owners and Senior Financial Planners at Leishman Financial Services, a privately owned Australian Financial Services Licensee. The three advisers work with clients to identify and articulate financial lifestyle goals, then design strategies to help the clients achieve those goals. LFS works with wealth accumulators, families, pre-retirement planners and retirees, all the way up to those requiring aged care advice. A family owned business since 1985, LFS considers its moto, “Our Family helping your family”. Established on July 1st, 1985 by James & Jenice Leishman, Leishman Financial Services has grown into a prominent provider of financial advice in the City of Monash and surrounding areas. Now owned and run by Jim’s daughter Simone, and her husband Chris Vanden-Driesen, their team of advisers have over 50 years of combined experience in working with clients and providing sound strategic advice. LFS believes in a holistic approach to financial planning. That is, the incorporation of savings, budgeting, debt management, superannuation and insurance products together to produce the basis of your financial plan. If you receive advice that omits one of these areas, then your plan will not achieve the best result for you. The basis of LFS’s recommendations are the principals of advice, including goal identification and education of clients. Chris & Simone Vanden-Driesen are owners and Senior Financial Planners at Leishman Financial Services, a privately owned Australian Financial Services Licensee. The three advisers work with clients to identify and articulate financial lifestyle goals, then design strategies to help the clients achieve those goals. LFS works with wealth accumulators, families, pre-retirement planners and retirees, all the way up to those requiring aged care advice. A family owned business since 1985, LFS considers its moto, “Our Family helping your family”. Established on July 1st, 1985 by James & Jenice Leishman, Leishman Financial Services has grown into a prominent provider of financial advice in the City of Monash and surrounding areas. Now owned and run by Jim’s daughter Simone, and her husband Chris Vanden-Driesen, their team of advisers have over 50 years of combined experience in working with clients and providing sound strategic advice. LFS believes in a holistic approach to financial planning. That is, the incorporation of savings, budgeting, debt management, superannuation and insurance products together to produce the basis of your financial plan. If you receive advice that omits one of these areas, then your plan will not achieve the best result for you. The basis of LFS’s recommendations are the principals of advice, including goal identification and education of clients. Our website is www.leishmans.com.au
  continue reading

13 episodi

Tutti gli episodi

×
 
Loading …

Benvenuto su Player FM!

Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.

 

Guida rapida