Les Mumme and Associates
We take a holistic approach to all our financial planning services.
Our approach
Advise:
From the moment your adviser understands what you would like to achieve, the advice process has begun. This is the start of the road to financial freedom. Experience has told us that even the best laid plans will need refinement. As your circumstances change, your LMA adviser will adjust your strategy to ensure it remains true with your goals and objectives.
Educate:
Over time, good financial advice should equip you with the necessary knowledge to allow you to navigate through everyday financial situations. Remembering that, your Les Mumme & Associates adviser will still be on hand to guide you through all of life’s financial hurdles.
Manage:
Your Adviser will personally manage your financial strategy. This will allow you to focus on what’s most important to you: Your Family, your profession, your life.
Our advice is centred around you. Your Life. Your Family. Your Goals. Your Aspirations. To truly understand where you want to go, we need to understand your foundations. We feel that our approach is centred on 3 core objectives:
Our experience
Our advisory team brings decades of experience in the Financial Planning industry, with senior advisers having over 30 years of expertise guiding clients through complex financial decisions. You can be confident that your financial future is in the hands of seasoned professionals who understand the intricacies of financial planning.
Our team collectively maintains extensive professional credentials, degrees, diplomas and specialised certifications that provide comprehensive knowledge across all areas of financial planning. This depth of expertise ensures your finances receive expert attention and strategic guidance tailored to your unique circumstances at Les Mumme & Associates.
Our Pledge
By engaging with Les Mumme & Associates you will be partnering with a family owned Financial Planning company that employs highly qualified Financial Planners. We provide you with an easily understood written plan that is always specific to your unique circumstances. Our aim is to work with you to ensure you utilise your available financial resources to maximise your long term earning potential.
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