Leonie McKain

Leonie is passionate about helping clients make informed financial decisions that pave the way for a comfortable retirement.

Known for delivering exceptional client care, Leonie provides clear, straightforward financial advice that resonates with clients, empowering them to take control of their financial future.

With a deep interest in Finology—the study of the relationship between people and money—Leonie brings a unique perspective to financial planning. This expertise allows her to guide clients through various life stages, ensuring their financial strategies align with their evolving needs.

As a parent to four adult children and a grandparent to three, Leonie understands firsthand the changing financial priorities at different life stages. She firmly believes that it’s never too late to start planning for retirement and that valuable outcomes can be achieved through informed discussions with a financial professional.

Recognised for her knowledge, experience, and dedication to financial planning excellence, Leonie has been honoured with several industry accolades, including:

• FPA Awards (2019) – Finalist, Top 3 Financial Adviser of the Year

• Women in Finance Awards (2019) – Finalist, Financial Adviser of the Year

• Business Growth Award (2018 & 2019) – Bridges Financial Services (Recognising Commitment & Service Excellence)

• Referral Partner Award (2019) – Bridges Financial Services (Excellence in Service & Advice)

• Women in Finance Awards (2018) – Finalist, Financial Adviser of the Year

• Women in Financial Services Awards (2018) – Finalist, Financial Adviser of the Year

• AFA Rising Star of the Year Award (2016) – Top 10 Finalist

Through a client-focused approach and a commitment to service excellence, Leonie continues to help individuals and families navigate their financial journey with confidence.