Financial Planning & Advisory Services


Starting, building, and maintaining a successful business in today’s uncertain and rapidly changing environment requires knowledge, perseverance and the right team behind you. Our team is well versed when it comes to investments and we will provide you with the necessary, yet personalized tools that will set you on the path to achieving your life goals.

At Leno, our goal is simple and straightforward:

Help clients achieve financial stability in the key areas of life while providing them a framework to financially fulfill their desires and goals.

Seeking expert assistance?

Complete the Account Opening form.
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Read more about our service offering by downloading our booklet.

VIEW INVESTMENT TOOLSVIEW BOOKLET

Have a Conversation

Whether you need a simple conversation to better understand how Leno’s investment products can empower your savings or a full-fledged financial plan that reflects your financial goals while assessing your current budgetary needs and habits – Leno is happy to assist.

Meet our Team

Our highly skilled and results-led team can assist you to access funding, make informed strategic decisions, develop comprehensive and rolling plans at each stage of your business’ lifecycle, and identify opportunities otherwise unbeknownst to you.

Specialised Knowledge

By working with you to understand your business and industry, we provide specialist knowledge and objective advice to help your business meet its full potential.

Reach your Goals

Whether you want to expand your market share, improve profitability or prepare for succession, we can help design and implement an effective business strategy Through strategic planning, we will ensure alignment across the business, provide clear, achievable targets to meet your goals.

How can Leno help?

  • Buying, selling or listing a business
  • Education on valuing your business
  • Raising capital through private equity
  • Due diligence
  • Succession Planning

Partner with us today to transform your business to maximise its potential.

Contact us for more information