MELBOURNE BASED FINANCIAL ADVICE
“We need a Financial Adviser that can look after it all…
…I want to get back to what’s important to me.”
“You’re here to help me build, protect, and enjoy my hard-earned wealth.”
Our journey began with a simple mission: to provide honest, transparent, and client-focused financial planning services.
Bringing Collins Street experience to help individuals and families achieve their financial goals through hard work and tailored advice.
Financial Adviser - Director
With over 15 years of experience in financial services, accounting and tax, it was time for Michael to cut his own cloth.
Visiting client homes helps Michael understand the lives of his clients and how he needs to tailor his advice.
Michael brings over 15 years of financial services and accounting experience to you.
He is a member of Financial Advice Association Australia (FAAA).
He was previously a registered tax agent and remains a Certified Practising Accountant (CPA). This makes it easy for him to speak your accountant's language when it comes to tax.
Work experience beyond Financial Advice and his accounting background include time at Bell Potter Securities - One of Australia's largest full service stock broking firms, and Macquarie Bank - Australia's largest investment bank.
Michael loves his wife and two children…….and his cycling.
We Limit the Number of Clients We Work With
At Leap Family Capital, we believe in providing each client with the attention and care they deserve. That’s why we intentionally limit the number of clients we take on at any given time. This approach allows us to maintain the highest level of service, ensuring that you always receive timely, personalised advice tailored to your unique financial goals.