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Financial Advisors

LEVEVIS offers flexible business and investment solutions to financial advisors. The foundation of our business is based on flexibility which enables us to truly be a partner to your business.  

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Every financial advisory business has its unique strengths and weaknesses which we aim to complement and supplement. Our strength lies in our ability to adapt to your environment and to create a solution that is customised to your business.

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Practice management

  • Succesion strategies

  • Valuations

  • Strategic planning

  • Administration optimisation

  • Admin staff training

  • Temporary admin staff placing

  • Admin outsourcing

research and strategy

  • Unit trust research reports

  • Para-planning

  • Investment strategy development

  • Customised IFA options

discretionary fund management

  • Investment committee offering

  • Model portfolios

  • Direct discretionary portfolios (high net worth clients)

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