Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Your retirement advice specialists
Homestead Financial Group, operating since 1998, brings over 50 years of combined advisor experience to the table. We offer financial advice aimed at helping our clients manage, grow, and protect their wealth.
Build a partnership. Achieve your goals. Peace of mind.
Whether retirement is a distant dream or a current reality, our mission is to empower you with the knowledge and tools you need to navigate this important phase of life.
Our team is here to provide a financial plan that works for you.
Our Advice Team
Vince Lepre
Daniel Lepre
Darren McCormack
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Your tomorrow begins today. ®
Insights
Trump 2.0: Why investors should expect a somewhat rougher ride, but it may not be as bad as feared
Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017:…
Flying solo: tips for successful buying
For those who are wanting to get started on the homebuying journey, going it alone can have its challenges compared…
Helping the kids without derailing your retirement plans
As parents, the instinct to support our children never truly fades, even when they become adults but when you are…
Donald Trump elected President of the US (again). Implications for investors and Australia
Key points – The return of Donald Trump to the US presidency brings the prospect of more US tax cuts…
Market movements and review video – November 2024
Stay up to date with what’s happened in the Australian economy and markets over the past month. Welcome news on…
Why value matters in investing – and what are valuations telling us now?
Key points – Starting point valuations – like yields and price to earnings ratios – are key drivers of medium-term…
Kind words from our clients
We’ve been Vince’s clients since our boys were born nearly 10 years ago. From what started as a conversation around how we can best plan for the boys’ private school education in years to come, manage our mortgage effectively, consolidate our super and having the right insurances, has led to a long term partnership.We now call Vince when major life circumstances change for his advice and are very grateful for our relationship that’s built on trust.
Homestead have advised us over a number of years with regard to maximising the performance of our Superannuation and more recently restructuring our Super investments to best accomodate our needs in our transition to retirement. We have always been impressed by the personalised professional service provided to us by Homestead and have recommended them to others.
My wife and I have been working with Vince and his team for over 15 years. They always take the time to listen attentively to our financial goals and concerns, and then provide a comprehensive plan that was tailored specifically to our needs. They patiently explained complex financial concepts in a way that was easy for us to understand, empowering us to make informed decisions about our financial future. Highly recommend Vince and his team.
Darren McCormack is a financial wizard. Efficient and ever friendly service, always on time and ready to explain all the fine details. Highly recommended.
My wife & I have been clients for over 20 years and we now in a happy retirement. The advice given to us has been valued and helped us reach this phase in our life. I would also like to thank you for providing my grand daughter with Work Experience when she was in Year 12. After 4 years in University I can advise that she is now a Financial Counsellor with Primary Care Connect in a Victoria Regional City. Thanks for all you have done for our family.
The service by Homestead Financial Group is excellent, Vince has Definitely expertise in what I require from superannuation, income insurance & loans I have had organised by him, he conducts a yearly assessment of all my policies in person, makes suggestions in consultation with myself. Excellent service & highly recommend his services to anyone
