SFR Planners believe that financial planning isn’t always about reaching out for financial gain but more about making the most of your current situation which includes much more than just your financial position.

After more than 30 years of providing financial advice, I can say with some knowledge, there is absolutely no correlation between how much money you have and your overall happiness or even comfort. We can help you regardless of your current financial position and help you appreciate whatever you have is enough and strangely enough (once realised) more seems to come regardless!

SFR’s big picture goal is to help people to be financially independent regardless of your current financial position. That’s why retirement planning really is so irrelevant because if you do the right things now and I mean NOW, such things as retirement is a natural event that you will be well prepared for or any event including those unexpected challenges that seem to lurk on all our doorsteps endlessly!

SFR Key Financial Planning Benefits:

  • Real wholistic advice well beyond other advice firms can provide
  • Set fees based on services provided rather than assets-based fees
  • In-house investment committee
  • Direct assets ability: cash, fixed interest, property & shares
  • Insurance advice, SMSF specialist advice, SMSF administration
  • SFR App to view up to date portfolio and important information
  • Australia-wide
  • Estate planning
  • Active portfolio management including fundamental and technical analysis
  • Access to in-house taxation, property, mortgage and self-managed super services

Services

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

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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Request an appointment
Talk to one of our professionals about how our services can best 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