At Sefton Financial, we believe that it is important to provide security for you, your family and your assets today and to protect your position in the future.
Develop strategies to help you manage your financial affairs and meet your short-term and long-term financial goals.
If you're thinking about retirement, it's important to consider where you'll get the money you'll need to live on, and set up a plan to make it last.
For most people, super begins when you start work and your employer starts paying a portion of your salary or wages into a super fund for you.
It's important to plan ahead for your finances. If you need aged care financial advice, discover the best avenues for help and guidance on money matters.
Sefton Financial is a third generation financial planning business, servicing our clients for over 90 years.
We specialise in all aspects of Superannuation and Life Risk Insurance, enabling us to offer our clients the best available advice in both accumulation and pension phases of their life, life insurance management as well as advice on their estate planning needs.
It is our aim to have long term relationships with our clients, ensuring that we will still be here to provide you with advice long after you have retired. At Sefton Financial our focus is on the highest quality investment and insurance advice, built on three generations of experience in quality assured financial analysis, investment advice and client service.
We seek to understand our clients needs, aspirations and goals both personal and financial. Our advice is strategy focused, and not product based.
At Sefton Financial, our aim is to help you achieve financial success and peace of mind by providing you with a personalised financial strategy.
We strive to provide you with a plan that will create and protect your wealth over the long term, while dealing with your day to day financial needs and challenges.
We are committed to client service excellence and ongoing adviser education. We are qualified financial experts with the necessary experience to ensure the best financial outcome for you. Our quality financial advice puts you in control.
At every step of our process, we're focused on your financial journey. Discover how we can help you through quality advice and more than twenty years experience.
At our first meeting we will discuss your current situation and life goals to understand how financial advice can benefit you.
We will protect your family and your assets.
We will work closely with you to implement your financial strategy step-by-step, so you can have as much control as you like, know where your money is going and why.
Your strategies will be reviewed regularly and will benefit from our ongoing support and advice. We will stay in touch, ensuring your plan stays up to date as your life changes.
Disclosure: These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
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Sefton Financial welcomes your enquiry. Get in touch with us today using the contact details below.
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