Kane Leersen at Income Solutions offers a holistic financial planning service aimed at building, maintaining, and protecting your wealth. Our astute client base ranges from young professionals to those retiring with a sizeable nest egg. Our diligent and attentive financial plans have been received by many, helping them achieve their goals with a clear road map for the future. Kane has worked in the financial services industry for 16 years. Kane has a real and purposeful focus on ensuring clients maintain personal well-being and fully understand the three stages of wealth management-protection, accumulation, and distribution and how this relates to them. Kane services clients from Colac, Geelong, Hamilton, and across Broader Western Victoria. Kane has a Bachelor of Commerce (majoring in financial planning) from Deakin University and a Masters in Business Administration (MBA) from Deakin University in 2023. Having worked in financial services since 2013, he has gained vast knowledge across all areas of financial advice and specialises in retirement planning. Kane provides holistic advice to clients based on their individual circumstances for truly personalised advice. He welcomes new clients and enjoys helping them achieve lifestyle and financial success. Outside work, Kane enjoys a full life with his Wife, Georgie and three young children, Ardy, Vada & Audrey. Kane is also heavily engaged with the local community, currently playing with and coaching the Birregurra Saints. Kane’s extensive experience includes advising clients on matters such as: • Superannuation • Business & Farm Succession Planning • Self-Managed Super Funds • Retirement Planning • Risk Management of portfolios • Wealth Creation • Aged Care • Centrelink • Estate Planning • Personal Protection • Structural Benefits
My thoughts on investing were definitely challenged but once I had a good understanding of the process I now feel quite comfortable that I can trust in someone to handle my superannuation positively and the worry of retirement will not restrict my future happiness and plans.
Kane goes above and beyond his job, and always has his clients at the forefront of his mind. An example: Kane once went out of his way to personally introduce me to a person who has since become a very valuable connection in businesss. He took half a day out of normal routine to do this, and even drove me to the meeting! Genuine care is what distinguishes Kane from other financial planners, I couldn't recommend him highly enough.
Liked the way Kane made us feel comfortable while explaining to us our options and possible strategies. Came away feeling very positive.
Kane explained things in simple to understand English. He answered my questions and if he didn't know was quick to get the answer from his employer. He was genuinely interested in helping secure my financial security.
- Adviser status Bronze
- Number of reviews 6
- First year providing advice 2016
- Years of experience 7
- Bachelor of Commerce (Financial Planning)
Income Solutions39 Gellibrand St
Colac, VIC 3250 153 Mercer St
Geelong, VIC 3220
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Australian Unity Personal Financial Services Ltd