We help you plan and achieve your financial goals...
Whatever your life stage.
Our industry experts offer advice on:
Account based pensions
Protecting your wealth
Self managed super funds
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 More
Expert 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.
With the end of the year drawing closer, the ATO has outlined some of the cut-off dates and deadlines applying for members wanting to apply for the early release of their super.
Recently released draft exposure legislation will require trustees of super funds, including SMSFs, to exercise their powers in the best financial interests of beneficiaries and require APRA-regulated funds to support their expenditures with evidence.