Investments, financial structures & tax planning

When thinking about investing the options can be endless. Prior to making any investments it is important to apply some structure and discipline to ensure that the investments will meet the specific objectives you have in mind. This includes:

What is the purpose for the investment i.e. saving for a home, regular passive income, education for children/grandchildren, retirement prior to access to superannuation.
Understanding your current circumstances and goals for the investments, which includes your personal tax position so that prior to investing we can determine whether you should invest in your own name, joint names, establish a structure or choose specific products to meet specific objectives.
Establish an appropriate Risk Profile so that you remain comfortable with the level risk in your portfolio.
Where appropriate put in place a regular contribution that is disciplined, repeatable and sustainable.
Put in place a regular review of your objectives and portfolio to ensure they remain on track and aligned with your Risk Profile.

Our Financial Advisory

Leigh has worked in the financial service industry for over 30 years including periods working with one of the big 4 banks, stockbroking firms, specialist superannuation and financial advisory businesses and as the in‐house financial adviser with accounting firms. While accumulating this experience Leigh has also managed to obtain qualifications in Accounting, Banking and Finance and Financial Planning. Leigh holds the Certified Financial Planning (“CFP”) designation from the Financial Advice Association of Australia and is also a Senior Associate of FINSIA (formerly the Australasian Institute of Banking and Finance). Through his experience and education Leigh has been able to assist many clients and their families to achieve a better understanding of their current financial position, clarify future goals and objectives and recommend strategies and investments that will see them build toward ultimately achieving their
desired outcomes.

Leigh Evans

Financial Advisor

Leigh Evans CFP® Dip FP SAFin
Authorised Representative No. 1243548
Dillon Clyne Private Wealth Pty Ltd ABN 47 165 705 359 A Corporate Authorised Representative No. 449610 of InterPrac Financial Planning Pty Ltd (AFSL 246638)

Email: levans@dillonclyne.com.au

Phone: 03 9696 7878