Our Services

Retirement Planning

Do you know how much you need to retire? A customised and comprehensive financial plan will outline to you how much and most importantly how you are going to get there.

INVESTMENT

A Managed Discretionary Account is a service where a portfolio of investments is maintained for you, and you authorise an investment manager to make decisions about that portfolio on your behalf.

ACCOUNTING

What would happen if you were to become severely injured for an extended time, unforseen circumstance of permanent disablement or death? How would you and your family manage in the short, medium and long term?

SUPERANNUATION

Want the flexibility of controlling your own retirement funds or purchase property through your own super? When appropriate we can help you establish and maintain your own fund and provide.

WEALTH CREATION

As you plan for your retirement you want to transition to a time when your assets are earning more of your income than you are. Our team will formulate for your a unique strategy for you.

Estate Planning

Estate Planning involves much more than simply making a Will. It’s the creation of a plan to help navigate through unexpected events, providing certainty and security for you and your dependants when sickness,

Contact Us

Location

137 Beach Road
Christies Beach (PO Box 120)

Postal

PO Box 120
Christies Beach

Contact

Phone  :   08 8186 8484
Email    :  info@sfsfp.com.au

Recommended Links

01
02
04
SBS