Kane Leersen

Income Solutions

Bronze
8 Yrs Experience
Colac, VIC 3250

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

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.54
  • Number of reviews 6
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Income Solutions

39 Gellibrand St
Colac, VIC 3250
153 Mercer St
Geelong, VIC 3220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459