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.
Up to 700k retirees could be paying more tax than they should: SMC
Lack of proper financial advice is costing hundreds of thousands of retirees in unnecessary taxes, the Super Members Council has said.
Calls for clarification on NALI/E rulings
The ATO needs to provide clarification on a number of issues in the law companion ruling dealing with NALI/E, the joint bodies have said.
Australia’s economic growth set to recover in 2025
GDP growth is set to gain momentum despite sticky inflation and high interest rates.
Carer rights - interdependency relationships
The stringent rules applied to the definition of interdependency have again been highlighted in a recent private binding ruling.
Division 296 deliberately deceptive
A senior financial services industry executive has labelled the Division 296 tax as political deception, seeing there has been no honest indication of who the impost will really affect.