OFFSHORE OUTSOURCING SOLUTIONS

Find a Levera Assistant that fits your financial services business

We partner with financial professionals to help them take back their time and focus on what's really important to them

Who do we help?

Need a hand?

THere's a levera assistant for you!

We know finance services back to front here in Australia — and we are ridiculously good at simplifying your back office because of it!


We constantly work with financial professionals in these fields to improve our offerings and pride ourselves in being a tailored boutique outsourcing company.

Financial Adviser

Whether you are a single planner or part of a big firm, get away from that implementation admin and get back in front of clients faster

Mortgage Broker

Get more people into their dream homes quicker with a streamlined admin process! Stop being buried by your to do list. 

Accountant

The possibilities are endless when you hire an Levera assistant to simplify your back office processes. Think how much of a breeze tax time will be!

Ready to build and scale your business?

systems and processes optimisation

still a bit old school?

start automating your systems and process with levera

The bigger your business gets, the less time you have be doing everything manually — it's naturally what happens.


That's where we come in.


We'll take a deeper look at those time-consuming tasks and find various tools, programs and tech to help you automate your processes so that your business can continue to run, even when you are out of office!


Don't have any systems or processes?

Don't stress, we've got a range of tips and tricks up our sleeves that have worked for many clients and ourselves.

We'd love to share them with you and bring your business to new heights.


I want to create a business that runs itself

Wondering what tasks you can delegate?

We've done the hard work for you!

When you've been running the ship for so long,

it can be hard to know what to let go of.


We get it and better yet — we have a solution!

We've created a handbook that details everything from the tasks you can outsource to the cost-benefit and the road you'll take with Levera.


Pop your email in and unlock your Levera Virtual Assistant Handbook.

Contact Us

The Levera difference

Done drowning in your to do list?

so were we!

Being in the financial services world ourselves, we felt like we were spending all day doing admin work rather than being with our clients!

Working with an outsourced assistant completely changed the way we worked day to day, and we couldn't believe others were not doing the same.


Eventually, we realised that we could bring our experience and our team to others in the finance industry who felt the same as we once did.


Being so hands on with our assistants showed us how to train our assistants in a way that was easy to understand and specific to our field — which no other agency did.


Every day we continue to improve the Levera formula to be better than it was before, so that we continue to forge ahead with the best technology, best practices and procedures and the best service for our clients.





WHAT DO YOU NEED HELP WITH?

✔ Getting time-consuming admin off your hands

✔ Implementing advice

✔ Managing your review process

✔ Reducing back-office costs

WHAT DO YOU NEED HELP WITH?

✔ Getting time-consuming admin off your hands

✔ Implementing advice

✔ Managing your review process

✔ Reducing back-office costs

WHAT WE OFFER

✔ Fully qualified admin staff trained specifically for financial planning firms

✔ End-to-end administration solutions

✔ Reduction in back-office costs by 50% to 70%

WHAT WE OFFER

✔ Fully qualified admin staff trained specifically for financial planning firms

✔ End-to-end administration solutions

✔ Reduction in back-office costs by 50% to 70%

FINANCIAL ADMIN SERVICES

Learn about who we help

FINANCIAL PLANNING ASSISTANT

A Financial Planning Assistant (FPA) provides support to financial advisers.

LEARN MORE

MORTGAGE BROKING ASSISTANT

Mortgage Broking Assistant (MBA) provides lending support to mortgage brokers.

LEARN MORE

BUSINESS PROCESS MANAGEMENT SERVICE

A deep dive into your business processes to remove bottlenecks and streamline.

LEARN MORE

FINANCIAL PLANNING ASSISTANT

A Financial Planning Assistant (FPA) provides support to financial advisers.

LEARN MORE

MORTGAGE BROKING ASSISTANT

Mortgage Broking Assistant (MBA) provides lending support to mortgage brokers.

LEARN MORE

BUSINESS PROCESS MANAGEMENT SERVICE

A deep dive into your business processes to remove bottlenecks and streamline.

LEARN MORE

ready to say goodbye to admin

and hello to clients?

FAQS

Frequently Asked Questions

Can’t find the answer you’re looking for?

Leave us a message through our contact form and one of our Levera team members will get back to you ASAP!

  • Where is Levera based?

    Our head office for Levera is in Melbourne, Australia. We do also have an office based in the Philippines where all our staff work from.

  • Who trains my Levera assistant?

    Levera has a 2 week intensive training program that is tailored to meet your needs and teaches your Levera assistant what they need to know to hit the ground running!


  • What times do your assistants work?

    Our assistants work from 9am AEST to 5pm AEST during daylight saving hours — which is 7AM to 3pm Philippines time.



  • How do I get started with a Levera Assistant?

    It's so much easier than you think!


    Simply book your FREE Clarity Call with our Melbourne team so that we can get to know you and focus on what you are looking for in a Levera assistant.


    From here, we have a look at your existing systems and processes and see how we can help you improve them. We also note this so we can help your assistant. 


    Then we match you with the right Levera assistant for you and we start the training and onboarding process.

  • Why is Levera different to other outsourcing agencies?

    One thing about Levera? We know what we are good at!

    We are a boutique agency that specialises in financial services — and we know it back to front. 


    Focusing on what we know best has allowed us to give our peers in the financial service realm a virtual assistant service that feels tailor-made to them and their businesses.


    With an industry-leading training program as the cherry on top, you'll feel the Levera difference from the start.

  • Do I need existing business processes set up?

    No! We look at the infrastructure and tech stack that you use in your business and if you don't have any set up, we can run you through some of our favourite systems and processes that we think would be perfect for your business.

  • Is hiring a Levera assistant expensive?

    In comparison to hiring onshore in Australia, not at all!


    If you are ready to discuss everything about your Levera assistant incuding our pricing, we do this all in our 15 minute Clarity Call with you.


    Book a time with us HERE today.

  • What do Levera take care of?

    We look after the entire outsourcing process for our clients end-to-end, which includes hiring, orientation, set-up, project management, HR, payroll and perks. 

  • Where are the Levera assistants based?

    Our assistants are all based out of Pampanga, Angeles City in the Phillippines. We have a brand new office that was built specifically with our Levera assistants in mind.


    Our office has many other Levera assistants that are also doing similar jobs so they have help and support available, as well as team leaders and HR on the ground to help them.

GET IN TOUCH

Have Questions?

Leave Us A message

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