Lever Financial is a boutique financial planning practice based in Brisbane.
We offer tailored financial advice in the areas of insurance, superannuation and mortgages, with a focus on assisting clients who may be invested in products that are unsuitable, outdated or costly.
Our mission is to:
Help our clients achieve a comfortable retirement with clear, expert and unbiased advice
Protect each client’s family and lifestyle with appropriate, cost-effective insurance cover
Provide a high level of service with regular communication and a tailored approach to each client’s individual situation.
Lever Financial was started by Kristy Barnard, a licensed Financial Adviser who launched her own practice after spending time working in her family's financial planning business.
Prior to financial planning, Kristy spent over 10 years working in the legal industry, including personal injury law, which highlighted to her just how damaging illness and injury can be on families, and the importance of having suitable protection in place.
Professional and personable, Kristy puts her clients’ best interests at the forefront of all considerations. Her main goal is to help her clients protect their family and lifestyle and to get them on track for a comfortable and enjoyable retirement.
Kristy holds a Diploma of Financial Planning and is also a qualified Mortgage Broker.
Kristy Barnard is an authorised representative of Synchron, AFS Licence No 243313
Ready to start planning your future? Contact us today to book in your complimentary first appointment.