FINANCIAL PLANNING ASSISTANTS (FPA)

Our Financial Planning Assistants take care of the details, so you can focus on giving the best advice.

Leave the admin to us, focus on your clients

Being a financial adviser means balancing client relationships, meetings, paperwork and compliance, which can quickly become overwhelming.


Our Financial Planning Assistants specialise in financial planning support, handling the behind-the-scenes tasks so you can focus on client trust and quality advice.


They’re more than assistants, they’re part of your team, taking on the workload that distracts you from what matters.



BOOK AN APPOINTMENT

Leave the admin to us

What our FPA's can do for you!

  • Client Review Preparation

    Your FPA can handle all the prep for client meetings. From gathering portfolio summaries to preparing compliance documents and generating investment performance reports, we make sure you walk into every meeting ready to impress.

  • Compliance Management

    Staying compliant isn’t optional, but it can feel like a full-time job. Your FPA can help to manage compliance paperwork for you, ensuring your records are always up to standard and industry requirements are met, so you stay in the clear without added stress.

  • Super and Insurance Research

    From reaching out to any 3rd parties for super and insurance information to gathering premium quotes, your FPA can take care of the background work, saving you time while ensuring accurate, timely information.

  • Client Communication

    Clear communication is key to maintaining strong client relationships. Your FPA can handle essential client updates via email or phone, so your clients are consistently kept in the loop, whether it’s about an application update, insurance follow-up, or a quick status check.

  • Application and Document Handling

    Whether it's preparing application forms, fee forms, or setting up paperwork for super funds and initiating rollovers, your FPA can keep all your essential documents organised, accurate, and timely. They’re not just handling papers, they can help to manage critical steps that allow your clients to reach their financial goals.

  • Application Tracking

    Your FPA can follow up on all applications, including underwriting, medical exams, Centrelink applications and more. An FPA keeps things moving behind the scenes, reducing delays and ensuring that no application falls through the cracks.

  • Insurance Adjustments

    Your FPA can handle requests for insurance reductions or cancellations, so you don’t have to manage the back-and-forth.

  • Data and CRM Management

    From setting up client profiles to adding detailed client information, your FPA can organise your CRM and financial planning software so that you have an easily accessible, comprehensive view of each client.

  • Invoicing and Follow-Up

    Your FPA can prepare invoices and follow up on payments, allowing you to continue to focus on your business and have updates on the status of your payments.

  • Centrelink Communications

    Need help navigating Centrelink on behalf of your clients? Your FPA can take care of the entire process, from completing the right forms to following up on deadlines and clarifying requirements.








A better way to run your business

Why It Matters

Every hour on admin is time away from your clients and business growth. Our Financial Planning Assistants give you that time back, letting you focus on what you do best. With their help, you’ll enjoy an organised, efficient workflow and spend more time connecting with clients and building your practice.

More Than Just Support

Our team brings financial industry expertise, attention to detail and a proactive approach to streamline your workload. They’re here to simplify your tasks and ensure nothing is overlooked, from client reviews to compliance and communication, making your work life easier and more productive.

We’re Here to Help

Let us take on the admin load so you can bring more to your clients. With our dedicated Financial Planning Assistants, you get the peace of mind that every detail is handled. You stay focused on building your practice, nurturing client relationships and driving results.

HIRE A FINANCIAL PLANNING ASSISTANT TODAY!

GET STARTED

Our 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 is in Melbourne, Australia, while our assistants operate out of our 3 offices in Angeles City, Philippines. Our offices work seamlessly to provide a quality service for both you and your clients.  

  • What does a Levera assistant take care of?

    Your Levera assistant will focus on tasks such as admin, client management and back-office operations, tailored to your business needs. This ensures your client’s experience with your business is smooth and efficient.


  • How do I get started with a Levera assistant?

    It’s simple! Book a chat with our BDM to discuss your needs. We’ll review your systems, match you with the right assistant and take care of onboarding and training.

  • Do I need existing business processes in place?

    Not at all! If you don’t have systems set up, we’ll guide you through tools and processes that work best for your business. We’re here to simplify things, not complicate them.

  • Who trains my Levera Assistant?

    Our team provides your assistant with a 2-4 weeks (depending on their role) intensive training program with our senior staff members. This training can be tailored to your specific requirements. After the Intensive training program has been completed (depending on their role) the Assistant will get hands on experience through our training partners at Link Wealth Group. Your assistant will be fully prepared to start adding value from day one.

  • What times do Levera assistants work?

    Your Levera assistant will work Australian business hours (AEST), from 9:00 AM to 5:30 PM, ensuring seamless communication and workflow.

  • Is hiring a Levera assistant expensive?

    Not at all! Compared to hiring locally in Australia, our services are highly cost-effective whilst not compromising on quality. We’ll cover pricing and options during your meetings with our team.

  • How do you ensure good quality staff?

    Our assistants are interviewed and undergo testing before our team progresses the candidate. All Levera staff hold a university degree and we also continuously provide training where possible and will ask for feedback from you directly to improve the quality of work from your assistant. All Levera assistants work from one of our state-of-the-art office, which includes team leaders and HR to provide support where needed.

  • Where will my Levera Assistants be based?

    Your assistant will be based out of Pampanga, Angeles City in the Philippines. 


    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.

  • Why should I choose Levera Solutions?

    Our clients have seen a significant increase in hours in their week with the reduction of admin-related tasks. This has given clients more time to work on everything from the growth of their business to scheduling annual leave with confidence. Additionally, their operational costs are lower than if they had decided to hire in-house. With Levera, you'll get highly skilled support without the hassle of managing it all yourself.