Plan your future today with Lever Financial

Lever Financial is a boutique financial planning practice based in Brisbane. Our aim is to work closely with you to create a tailored plan to protect you and your family and set you up for a comfortable retirement.

Life is constantly changing and your plan needs to change with it. From our complimentary first appointment to our annual review process, we’ll ensure you’re always on track to achieve your goals. 

Insurance

We’ll make sure that if you’re unable to work due to illness or injury, you’ll still be able to support your family and lifestyle with the right level of cover in place.

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Superannuation

We’ll consolidate your superannuation if you have more than one account, check to see you’re not wasting money on excess fees and review your investment structure on a regular basis.

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Finance

We’ll work with you to make sure you’re invested in a lending product that works for your specific circumstances and helps you achieve your personal and financial goals.

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Ready to start planning your future? Contact us today to book in your complimentary first appointment.

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The information contained on this website is general in nature and does not take into account your personal situation.  You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.