Kane Leersen

Regional Prosperity Financial Advice Pty Ltd

Bronze

9 Yrs Experience

Colac, VIC 3250

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Kane Leersen at Regional Prosperity 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. Many have received our diligent and attentive financial plans, helping them achieve their goals with a clear roadmap for the future. Kane has worked in the financial services industry for 12 years.

Kane authentically and purposefully focuses on ensuring clients maintain personal well-being and fully understand the three stages of wealth management, 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.

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
Estate Planning
Personal Protection
Structural Benefits

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

5.00 April 2025

Meeting Kane Leersen for the first time was an incredibly empowering experience. He immediately put me at ease by genuinely listening to my goals and concerns, and his thoughtful approach made me feel understood and supported. Kane has a remarkable way of simplifying complex financial concepts and tailoring advice to fit my needs perfectly. I left feeling confident and clear about my financial future, knowing I have a solid strategy in place thanks to Kane’s expertise.

4.50 March 2017

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.

4.00 March 2017

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.

4.25 March 2017

Liked the way Kane made us feel comfortable while explaining to us our options and possible strategies. Came away feeling very positive.

5.00 March 2017

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.