Our History - expertise and ethics 

SFR Advisory that has been providing quality financial advice in Perth for over 20 years mainly through its financial planning arm Self-funded Retirement Planners Pty Ltd (SFR Planners). SFR Advisory Group has taken over ten years to expand the scope of advice to include other disciplines such as tax advice, property services, estate planning, aged care, debt advice and business services. The aim is to provide comprehensive trustworthy and affordable financial services to a broader community not just the financially rich.

Our Future - a new approach to financial advice 

Our way of doing things is strongly driven by a sense of caring for people. We want to contribute something positive with the skills we have developed over decades. We want our legacy to be about giving great advice to as many people as possible needing and of course wanting our services. We offer financial advice to people of all financial situations. As such, there is no minimum amount of money you need to engage SFR services. Regardless of your current financial position, we believe we can help.

Our Motivation - Why do we do it this way?

We have been in this business for over 20 years. In that time, we have helped countless clients amass and retain their wealth for themselves and their families, but one thing has remained very apparent: life is very good at serving curved balls or full of snakes and ladders as some say! Too many advisers focus advice (usually product advice) for a distant time in the future that may not be there as the spreadsheet indicates. Because of this, we have seen a better way to do things. Rather than sacrificing today’s concerns for a future that may not arrive, it is better to strategise your finances, no organise your finances around what will make you comfortable TODAY. SO, BE IN THE PRESENT and guess what? Tomorrow will look much better too.
If you simply wish to accrue as much wealth as possible, no matter the personal cost, then there are ways to achieve this, but in our long and varied experience, we have seldom seen this desire bring lasting happiness to our clients. Some millionaires are utterly miserable, while some people on welfare benefits are far more content. Money is almost never the primary factor to happiness. So how do you make enough money to maximise your joy?

Our Philosophy - how much wealth is enough?

If you are setting out to improve your financial situation, what should you aim for? How much money is enough? One simple answer is to aim for a place where money is no longer a source of stress in your life. Having no money, or struggling to make ends meet, can make life very hard. For many people, money is something they worry about a lot. To get past this point to where you are not consciously worrying about money is the best spot to be in. Where money is no longer a source of anxiety or dread. This is usually a place where your living expenses are covered and you can start saving money for fun things, such as even modest holidays for yourself or your family. The things that bring a certain comfort (rapture is always fleeting), and make your life happier through, organisation, control, and understanding of your financial position today! Society wants us to believe that only a lot of money and rapture are the goals we should pursue, which of course is absolutely rubbish! No wonder our children are so dismayed.

But what do we do to get you financially secure now and in the future? Well, that is where most of our over 20-year experience lies. That is traditionally what financial advisors say they do. SFR Advisory are different, because of the scope of our advice and the fact we sincerely care about our clients (not just flogging product). We provide advice that is reliable, responsible and can in capture the many complexities of your financial well-being due to our extensive multidisciplinary scope of advice model. 

We believe we can really help you on your way to a comfortable financial position NOW and into the future. Which in our experience won’t just be about money.

Services

SFR Advisory offers financial advice across the full spectrum of disciplines:

Financial Planning
Financial Planning
We offer high level financial advice & formulate recommendations that address the needs of each client’s unique situation to help make you financially independent.
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SMSF Services
SMSF Services
Whether you are investing as an individual or as a group, we will help you find the best self-managed superannuation fund to meet your needs. There are many options for tailoring your fund to suit both your desired outcomes and your current means.
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Taxation Advisers
Taxation Advisers
The SFR Advisory Group provides clients with in-house, full-service Accountancy expertise that delivers tax compliance and reporting services along with strategic advice that adds value to the client’s comprehensive financial plan.
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Australian Super
Australian Super
In Australia, retirement income is funded through a mix of personal savings, a government pension and superannuation (super).
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Aged Care & Centrelink
Aged Care & Centrelink
Aged care rules are complex, with forever changing rules & costs buried in fine print which can be quite distressing for you, including families whom just want the best with available funding.
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Property Investment Advisers
Property Investment Advisers
Buying a property can be one of the most stressful experiences anyone will ever face. There is a lot of responsibility that comes with this, not to mention a lot of your money being spent on it.
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Estate Planning
Estate Planning
Estate planning should take into consideration two major scenarios:
Death of a person;
Loss of legal capacity of a person
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Self Managed Investment Advisers
Self Managed Investment Advisers
Self-directed investing is the activity of individual investors trading stocks, property, bonds, funds, and other securities on their own behalf.
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SFR Mortgages
SFR Mortgages
Regardless of whether you are buying your first home, upgrading to your next home, buying an investment property, or refinancing an existing loan, SFR Advisory Group offers a range of financial services, home loan and mortgage advice to assist you.
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Testimonials

  • We have been dealing with SFR ever since we had a super and we have dealt with Dean from the beginning. Our fund has done well, thanks in no small part to Dean’s contribution. We have now gotten them to keep all our books. Above all, we have now become friends and have mutual trust. We will certainly recommend his company.
    David G