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.
SMSFs warned on common mistakes with bare trusts
A specialist law firm has highlighted the importance of ensuring that the bare trust has been set up correctly where SMSFs are looking to borrow money.
From navigating market volatility to superannuation legislation changes to determining the right asset allocation, here's how financial advice can help investors optimise their portfolios.
Tax Office homing in property deductions, SMSFs warned
With property deductions a big focus for the ATO this tax time, SMSFs have been warned on some of the pitfalls in this area that can land them in trouble.
NALI ‘not going away anytime soon’
SMSF trustees have been urged to start reviewing any potential non-arm’s length expense issues with the outcome of any future government consultation still unclear at this stage.
State and Federal Covid support --- Aug 2022
The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage continued national hardships.