A Trusted Partner for Financial Professionals

We help financial advisers, mortgage brokers and accountants streamline their operations so they can focus on what matters most.

Our Story

Levera Solutions was founded with the simple mission: To simplify financial services professionals workflow.  We understand the unique challenges faced by financial services professionals in Australia and we know that time-consuming admin tasks can often get in the way of delivering the best possible service to clients.


That’s why we created Levera, to provide tailored outsourcing support that helps financial professionals to simplify their workflow and focus on their core strengths. Our team is trained specifically for the finance services industry and we work closely with each client to ensure their needs are met in a way that fits seamlessly into their business.

Our Commitment to You


We know that trust is earned, not given. That’s why we strive to be more than just a service provider, we want to be a partner you can rely on.

Our team is trained specifically for the finance industry in Australia, your Levera Assistant will seamlessly integrate with your existing team to help you deliver a fantastic client experience!

 

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!

Our Values

Excellence

We don’t believe in half-measures. At Levera, we’re all about going above and beyond. Every task, every project. We’re focused on doing it right and finding ways to do it even better next time. Great work isn’t a goal, it’s our standard.

Integrity

We do what’s right, plain and simple. Being upfront, fair and transparent is part of who we are. Trust is everything to us, whether it’s with our clients or each other and we work hard to earn and keep it.

Accountability

We take responsibility for our actions and decisions, no excuses. At Levera, we show up, do the work and follow through. If something’s not right, we fix it. That’s what accountability looks like here.

Teamwork

We’re big on working together. Respect, support and collaboration are at the core of how we work. Whether we’re tackling a big project or just helping each other out, we know we’re better when we work as one.

Balance

Life’s too short to burn out. We value balance and flexibility, making sure everyone can succeed at work without sacrificing their personal life. When our team thrives, so does our work.

Inclusivity

Diversity isn’t just a box we check, it’s something we value. Different backgrounds, ideas and perspectives make us stronger. We’re committed to building an inclusive space where everyone feels they belong and can contribute their best.

  • Continuous Improvement

    We are committed to improving our processes, our skills and the services we provide. We believe that there is always room for growth, both for us and for our clients.

    Learn more

    • Our Work Philosophy

    We know that the work we do matters. It impacts our clients, their businesses and the financial well-being of the people they serve.


    That's why we approach our work with dedication and care, always aiming to make a real difference.


    We want our team to feel fulfilled in their roles, knowing that they are making a positive impact each day.

     

    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?

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    • 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.

    Still Have A Question? Leave A Message.

    And we’ll get right back to you.

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