Ask Leon

Ask Leon

Ask Leon is where I answer your financial planning and money questions.

Check out our latest articles where I answer your questions or if I have not covered a topic you are interested in, be sure to ask a question from my form below.

How do you measure up?

Superannuation fund returns in the past 12 months have been high, however Australians are failing to properly capitalise on this growth to secure their financial future.

4 for 40: Simple strategies to fine-tune your finances at 40

4 for 40: Simple strategies to fine-tune your finances at 40

Turning 40 is a milestone moment and a cause for celebrations – or commiserations, depending on your outlook! Don’t despair if doing this makes you feel financially unprepared for the future – I’ve got four easy strategies to help you fine-tune your finances in your 40s!

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To fix or not to fix?

To fix or not to fix?

The 4th of July may have been a national day of celebration for Americans, but they weren’t the only ones kicking up their heels on that particular date this year.
While US citizens were celebrating their constitutional independence, Australian residents were charging their glasses …

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Are you at risk of flaming out in retirement?

Are you at risk of flaming out in retirement?

You spend half your life working hard to make a living. So when the time comes to down tools and put your feet up for a while, you want to be able to afford to live life to the fullest. When Barnesy wrote …

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What can soccer goalies teach us about investing?

What can soccer goalies teach us about investing?

Sometimes in life when you’re faced with a tough decision, you’ve just got to go with your gut. Investing is not one of those situations. As humans we have evolved over thousands of years to possess an instinctive…

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Why you didn’t get the ASX 300 return last year?

Why you didn’t get the ASX 300 return last year?

Did you receive your 2016 annual statement earlier in the year and wonder why your super fund’s return failed to match the performance of the ASX 300 Index? With Australia’s benchmark equities index rebounding in 2016…

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Do I really need a Financial Adviser?

Do I really need a Financial Adviser?

One of the most common questions I get asked by potential new clients is “Do I really need a financial adviser?” The answer, just like the advice I provide, is tailored to the individual’s specific situation. But consider this: if…

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Break in Case of Emergency

Break in Case of Emergency

Did your mother ever tell you to put something aside for a rainy day? While the value of many home grown wisdoms may be questionable – I’m not sure knocking on wood will do anything other than bruise your knuckles – there is no doubt setting…

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Money & Mindfulness

Money & Mindfulness

Are you a saver or a spender? Do you see something you want and plan how much you need to put away each week to save up for it? Or is your first impulse to whip out your credit card – and worry about whether you can actually afford it later?…

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