Antonio Leone’s passion as a Financial Planner is Investment and Income needs, pre and post retirement, and strives to help his clients in honest facts, personal skills and knowledge of the Financial Industry to align his client’s needs and expectations with reality suitable to his client’s time horizon. If you, my client, do not make money on your investment, then I make no money. Therefore it is of utmost importance that income needs will not negatively impact on my client’s capital.
However, he is skilled and qualified to deliver a Holistic service in Estate Planning and Wills, ensuring that his client’s needs are addressed in event of Death, Disability, Severe Illness and on the business front, including Income and Overhead expenses benefits. Expert in winding up Estates, although not qualified. Thus, Antonio is qualified to help business partners in Buy & Sell Agreements with the appropriate Death and if needed, Disability cover, Key Person Assurance, Employee Benefits, etc. Furthermore, we specialize in the included list of specialities. My client’s know me as their friend and business partner and they know that I will always help beyond the call of duty.
I am a peoples person, easy going and very serious in handling my client’s affairs in honesty and utmost confidentiality. If you laugh, I will laugh with you, if you cry, I have broad shoulders to cry on in empathy!