We help you plan and achieve your financial goals...
Whatever your life stage.
Our industry experts offer advice on:
Ageing assistance
Retirement planning
Account based pensions
Estate planning
Investments
Protecting your wealth
Debt management
Personal insurance
Business insurance
Self managed super funds
Personal super
Corporate super
Call us now on (03) 9602 0888 to book your free initial consultation or scroll down to find out more on how we can help you.
Select one of the following to find out more. Prefer to talk to someone? Call us now on (03) 9602 0888 to find out how we can help you.
In addition to the above we can refer you to the team at Hotham Home Loans who will be able to arrange a pre-approval for that new home, find the best mortgage for you and/or review your existing arrangements to make sure you are getting the best rate in this very competitive environment.
Call (03) 9602 0899 to Find out MoreExpert financial advisers dedicated to helping you.
Leverington Financial Group provides specialist strategies and solutions for all aspects of your financial lives including superannuation, retirement planning, wealth management, insurance, investments and Aged Care.
We specialise in managing the superannuation funds for corporate clients working closely with employers and group Insurances. We also provide education and advice to employers and their staff.
Vaccination rates as they happen around the world
A new resource is now available that shows the rates per country of COVID-19 vaccinations. We all suffered in many ways as COVID number increased, now, as expected, let's watch them start to drop.
COVID-19 has completely, and mercilessly, dictated the direction of economies and financial markets through most of this year. So, as we rapidly approach the end of an extremely unpredictable and volatile year, what's in store for 2021?
Videos and other resources for our clients
Making our website into a valuable resource for our clients is very important to us. There are more tools and resources available when compared to almost anywhere else and this month we highlight our educational videos. We hope you enjoy these 'extras' and if you have any question then click on the Contact Us button and ask.
Retirement the ‘number one trigger’ for financial advice
Approaching retirement still remains the top reason for seeking advice from a financial planner, with healthcare costs, outliving their savings and aged care costs some of the biggest concerns, according to a recent research paper.
‘Unfinished superannuation business’ to watch for in 2021
SMSF services firm Heffron has outlined some of the legislative bills and pieces of guidance the SMSF industry is still waiting on and some of the recent proposals floated by the government.