Leck & Curley Financial Services
Is a locally owned financial planning firm.
Our goal is to provide unbiased and personalized financial advice, solutions, and service which enables our clients to achieve their individual goals and ensure financial independence and retirement security.
The Total Financial Planning Process involves the following steps:
- Review and clarify present situation
- Identify financial goals and objectives
- Identify financial problems and opportunities
- Provide recommendations and alternative solutions
- Coordinate the implementation of a financial plan
- Provide periodic reviews and updates
We believe building a physical financial plan that we can refine and follow is often overlooked; that is why we are happy to build and maintain a full financial plan for all of our clients.
Services
Leck & Curley Financial Services represents various financial institutions and can therefore provide a wide range of insurance and financial products and services.
Our job is to help you choose just the right combination of products and services to reach your financial objectives. Our commitment to service means that we will always be there to make the necessary alterations to keep your plan up to date.
* Mutual Funds provided through Quadrus Investment Services Ltd.