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P. (07) 4646 1600 | E. admin@levergroup.com.au

Personal strategies

We all have hopes and aspirations – to purchase a new car or a better house, to put the children through university or college, or to attain financial security and a comfortable standard of living in retirement – but realising these goals requires careful planning.

In particular, it means:

1. Setting specific goals – short, medium, and long-term financial and personal goals
2. Making a plan to achieve these goals
3. Implementing the plan and routinely revising it to reflect changes in circumstances

Our offices

  • Dalby
    Unit 6, Stuart Street Centre, 8 Stuart Street
    DALBY QLD 4405
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  • Bundaberg
    7 Walla Street
    BUNDABERG QLD 4670
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  • Toowoomba
    299 Margaret Street
    TOOWOOMBA QLD 4350
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  • Townsville
    Level 1, 25 Sturt Street
    TOWNSVILLE QLD 4810
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