Lesley Duncan, CFP®

Name Lesley Duncan CFP®
Company Muirfield Financial Services Pty Ltd
Address 3 / 400 Pakington Street
Newtown, VIC 3220
Phone 03 5224 2700

I assist people of all ages and phases of life with the complex and often confusing aspects of financial planning.Using a collaborative approach, I research and develop personal financial plans, helping set, and achieve, my client's unique goals.I offer an ongoing service relationship which ensures the financial plan is reviewed regularly and objectives are continually met, with an emphasis on positive lifestyle and financial goals.My advice embraces all aspects of financial planning, interpreting the complex and frequent changes to legislation, including:Aged Care fees and financial adviceCentrelink planning, calculations and nominee service as requiredSuperannuationPersonal Life & Income Protection insurancesIncome Streams, Allocated Pensions and AnnuitiesRetirement preparationEstate PlanningBudgeting, Cash Flow and Savings PlansTaxation outcomesIn my spare time I enjoy good food, wine and coffee; and I balance this by keeping fit through Personal Training, Pilates and Zumba. I attempt to grow vegies and I share in my husband’s passion for old American cars, art and travelling.

< Prev Page