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Leigh Morris

 Leigh Morris

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Suite 13, Level 2, 201 New South Head Road Edgecliff Mews
Edgecliff
NSW
2027
AU

Overview CONTACT THE ADVISER

Leigh Morris Leigh Morris

total Reviews

43

Experience

3yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Money can take you wherever you wish, but always remember, money is the tool not the goal.

When working with my clients, this is the moto we work by.

Financial planning is about defining your goals and making them happen. This means genuinely understanding what makes you tick and what you want out of life.

As a 33-year old living in Sydney, my education hasn’t just come from text books and I understand the pressures Gen X & Y face. From purchasing your first home, paying-down personal debt, learning how to budget, keeping up with bills, education, super, insurance and more; the learnings can be steep.  I mean it when I say, the struggle is real.

To top off the never ending list of responsibilities, we all still want to enjoy life, take a holiday, explore your hobbies and spend time with friends and family...and possibly start our own. I think we all find out the hard way that it isn’t necessarily true when they say, the best things in life are free. 

Can I give you the sure fire way to get rich quick!? No…sorry. What I can do is provide educated strategies and the right guidance to provide you with the best possible opportunity to get ahead and stay there.

My passion is working with Gen X & Y as I have the ability and time frame to really make a difference in their lives. Being able to grow through each stage of life together, build relationships and share our experiences means that we can be honest and up front. The ability to speak frankly with my clients means that’s we can work through the ups and downs together and keep on moving forward.

If you’d like to have chat, I’m always up for a coffee (my shout) to discuss what you’re looking to achieve and how I can help.

Phone: 0447 263 567 

Email: leigh@sydneyfinancialplanning.com.au 

Company:

Sydney Financial Planning
Sydney Financial Planning

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AMP Limited
AMP Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
DerivativesDerivatives
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $1950
  • Ongoing Advice starting from $800

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 43 total)See all

"I like Leigh. He is professional, warm and friendly. He takes time to listen to my concerns and address them respectfully in a straight forward manner. He is never pushy, yet I found his suggestion and recommendation is reasonable and it is good for my well being. He is knowledgeable and trustworthy. I trust through his guidance and ongoing help from him, be able to help me build my wealth more effectively."

Reynaldo, 56-65 14 Nov 2017

"We know Leigh from my children. Leigh has been providing financial advice to them. Leigh is knowledgeable, patient and understanding. He has clarified many of my questions, which made me feel comfortable and secure on his ability to help me and my family. I have agreed to have an Ongoing Service with him. I believe this will benefit me as I am about to fully retire."

Cecilia, 56-65 14 Nov 2017

"Leigh was exaclty what we were looking for. We spend most of the time on financial education and moving forward as opposed to product sales"

David , Under 35 13 Sep 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 3 years total experience

My Videos CONTACT THE ADVISER

Leigh Morris Q&A with Adviser Ratings...
Why I do what I do...
Who is Sydney Financial Planning...

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Edgecliff Mews
Suite 13, Level 2, 201 New South Head Road, Edgecliff
NSW 2027 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 43 Total Reviews
Reynaldo, 56-6514 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I like Leigh. He is professional, warm and friendly. He takes time to listen to my concerns and address them respectfully in a straight forward manner. He is never pushy, yet I found his suggestion and recommendation is reasonable and it is good for my well being. He is knowledgeable and trustworthy. I trust through his guidance and ongoing help from him, be able to help me build my wealth more effectively."

Cecilia, 56-6514 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We know Leigh from my children. Leigh has been providing financial advice to them. Leigh is knowledgeable, patient and understanding. He has clarified many of my questions, which made me feel comfortable and secure on his ability to help me and my family. I have agreed to have an Ongoing Service with him. I believe this will benefit me as I am about to fully retire."

David , Under 3513 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Leigh was exaclty what we were looking for. We spend most of the time on financial education and moving forward as opposed to product sales"

Dimyana, Under 3513 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Face to face and phone conversations with Leigh have helped us understand much more of what we can do to improve our financial situation. Very approachabile, entertaining and explainings strategies/concepts perfectly."

Sandra, 56-6529 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Really appricate the time Leigh takes to make strategies and advice easy to understand. Thank you!"

Jenny, 56-6529 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have appreciated Leigh's clear and patient explanation of a complex financial situation. We have appreciated the whole process and feel well informed "

Pamela , 56-6505 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I find superannuation quite complex but always feel relief after my meetings with Leigh. "

Jaqe, 35-4531 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Having Leigh on hand to help with all of my financial concerns is fantastic. I'm constantly under the pump at work but don't need to stress about my finances as Leigh's on the job!"

Guy, 65+08 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"It's great to know that I'm on track for retirement so I don't have to worry. Leigh's yearly review service puts my mind at easy so I can focus on my job instead of worry about my finances. "

Jonathan , 35-4508 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Leigh has been a fantastic help regarding my current rental and property position as well as my budgeting and cash flow management. Love the work! "

Saumyanil, 35-4513 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent consulting, advice & knowledge."

Belinda, 56-6513 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Leigh has helped my husband and I understand super and pension much more clearly. He's also given us peace of mind knowing we'll have enough money in retirement "

Arturo, 56-6513 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Leigh has helped us work out our retirement plans and not just sell us products unlike past experiences. Thank you. "

Christine, 35-4513 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Leigh has really helped us with getting onto of our spending while paying down personal debt. We're now looking at pruchasing our first home! "

Just, 35-4513 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Leigh has been very helpful, informative and transparent with us during this engagement. He has given us a different and refreshing perspective on our current and long term goals. Thanks Leigh!"

Alex, Under 3501 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Leigh has been fantastic in organising all of my insurance needs. I'll defintiely be in touch again when we're looking for our first property purchase!"

Joanne, 35-4501 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Leigh was extremely helpful. Knowledgeable and very accomodating in helping me sort my very out of date superannuation opposit sides of the country. If I ever have anyone in Sydney looking for financial advice or planning I will definitely recommend Leigh & Sydney Financial Planning"

Guy, 65+01 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"It's great to be able to discuss different ideas and concepts together to see what works and what doesn't. Being able to plan for retiement correctly takes a weight off my shoulders. "

Lucy , 65+01 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Great service and a trusted professional. Leigh's advice is always valuable to us. "

Ashleigh, Under 3501 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Leigh takes the time to explain how things work and makes me feel that I'm not only on the right track but that I'm empowered to take control of my financial position. "

1 2 3
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

CHARTER FINANCIAL PLANNING LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
36
Customers

#2
Insurance Protection
STRENGTH
26
Customers

#3
Household Budgeting
STRENGTH
21
Customers

#4
Managing Debt
STRENGTH
18
Customers

#4
Savings Investment
STRENGTH
18
Customers

#5
Preparing For Retirement
STRENGTH
17
Customers

#5
Tax Effective Strategies
STRENGTH
17
Customers

x

Overall rating

100%

Leigh Morris

Company: Sydney Financial Planning

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Leigh Morris is a member of and in what capacity, the licensee or company of Leigh Morris and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Leigh Morris (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%