• Estate Planning

    Estate Planning A necessary discussion

    It’s never too early to start your estate plan and have the conversation with your family. Read our report that can help you prepare to have the talk today!

    Learn More
  • Your Future is In Good Hands

    Your Future is In Good Hands

    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

    Book your Appointment Today
  • Retired couple on beach

    What is your retirement plan?

    Take Control of Your Retirement Income is an eBook that outlines what to consider when it comes to determining how much income you will need in retirement.

    Read the ebook
  • Is Your Estate Planning in Order<br />Is Your Estate Plan in Order?

    Is Your Estate Plan in Order?

    Learn about the factors to consider when planning your estate.

    Learn More
At Mosley & Associates, we help business owners and entrepreneurs to establish a sound financial plan that covers all aspects of a business lifecycle — to create a unique and tailored solution to meet the needs of the business, their family and their estate.

Lee Mosley

Our clients know they can rely on:

  • a defined, consistent approach to financial planning 
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
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Latest Blog Posts

Get Fiscally Fit for 2014

1 January, 2014

Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »

Cure Retirement Anxiety

23 December, 2013

Over and over again every study I read about retirement says no one is saving enough for retirement. I’ve all heard this message... More »

Market Monitor

Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes. Listen Now

The Value of Financial Advice

The Value of Financial AdviceGrowing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages. Learn how we can help you!
  • Twenty five years ago, I met Lee Mosley through a mutual business associate and have never looked back! would recommend Lee Mosley to anyone who is seeking a Financial Advisor and Investment Manager.

    - Deanna Bliuvas
  • He regularly provided updates and has always been available to answer questions and explain options in our portfolio. We have been more than pleased with Lee’s service and highly recommend him.

    - Lynne & Dave Michaels