OFFSHORE OUTSOURCING SOLUTIONS

Find a Levera Assistant that fits your financial services business

We handle the tasks that slow you down, so you can focus on what really matters - your clients.

DO YOU WANT TO SPEND LESS TIME ON ADMIN?

Whether you are a financial adviser,
mortgage broker & accountant,
We help you take back your time, so you
can focus on what's really important.

We offer a range of services designed to take care of the repetitive, time-consuming tasks that slow you down. Our specialised assistants are trained in financial services admin, making it easy for you to offload work, reduce stress and focus more on your clients.

We're Here to Support,
Not Replace

Our goal isn't to take over your staff's roles but to support them. Your Levera assistant handles time-consuming admin tasks in the background, so your existing team can focus on the big picture. Together we will help you to scale your business and create new opportunities.


Why Choose Levera?


We know the financial services industry in Australia, inside and out. Our team is trained specifically for this field and fits right into your business.

Think of us as part of your team, ready to help whenever you need us. Plus, with our focus on ethical and sustainable outsourcing, you can feel good about partnering with us.


 

Need a hand?

There's a Levera Assistant For You!

Financial Planning Assistant

We tackle the admin work, from preparing client reviews to sorting out compliance paperwork, so you don't have to.


Learn more

Mortgage Broking Assistant

We manage loan applications and coordinate with lenders, giving you more time to find the best deals for your clients.


Learn more

Accounting Assistant

We handle data entry, reconciliations, and reporting. Stay on top of your clients' needs without the extra stress.


Learn more

Consulting

If you need an expert eye to evaluate your current processes or strategies, our consulting services can offer valuable insights to help make your business run more efficiently and effectively. We work closely with you to identify bottlenecks and find ways to improve your workflow.

Interested in our Solutions? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.

BOOK IN A CHAT!

Don't just take our word for it...

Our team

"I love the teamwork at Levera. They support you to do your best and try new things, which I really appreciate. The focus on learning and growth makes work exciting and keeps me motivated every day."

Gail Suba

Marketing Coordinator

"I love the collaborative nature of our adviser-admin relationship, where we work together seamlessly to achieve client success."

Alex Mallari  

Financial Planning Assistant

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.

Still Have A Question? Leave A Message.

And we’ll get right back to you.

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