Jeremy Leach

I am passionate about helping people achieve their personal and financial goals throughout every stage of life. Since joining Findex in 2010, I’ve worked closely with individuals, families, and business owners to develop strategies that are tailored to their unique circumstances and objectives.

As a CERTIFIED FINANCIAL PLANNER® (CFP®) since 2017, I bring both technical expertise and a client-focused approach to every interaction. My role is about more than numbers—it’s about understanding what truly matters to my clients and creating a clear, actionable plan to help them succeed.

I take a holistic approach to advice, which means I look at the bigger picture. My areas of expertise include:

• Investment strategies to grow and protect wealth
• Superannuation planning, including Self-Managed Super Funds (SMSFs)
• Retirement planning for a smooth and secure transition
• Maximising Centrelink benefits where applicable
• Estate and Succession Planning to protect and transfer wealth across generations
• Specialised strategies for High Net Worth clients, focusing on tax efficiency and asset protection.

I pride myself on making complex financial concepts simple and easy to understand. My goal is to ensure every client feels confident and supported in making decisions that will help them achieve their goals—whether they are building wealth, preparing for retirement, or enjoying life after work.

With over a decade of experience and the highest professional qualification in financial planning, I’m committed to delivering advice that makes a meaningful difference.