Link Wealth Adviser Support

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, andwe 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.