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Sefton Financial
       
 
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Sefton Financial
 
 
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Sefton Financial is a specialist financial planning and risk management firm located in suburban Melbourne. We are able to offer our clients quality, personalised service and ongoing support through regular reviews. We make it our aim to understand your financial needs and lifestyle objectives.

We are an authorised representative of Charter Financial Planning, one of the leading Dealer groups in Australia. They provide us with sophisticated technical and business support and are ultimately responsible for the advice that we give.
WHAT WE DO

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 & SMSF advice and client service.

We seek to understand a clients needs, aspirations and goals both personal and financial. Our advice is strategy focused, and NOT product based.
STRATEGY AND INVESTMENT ADVICE

Sefton Financial is able to offer you assistance in the following areas:
Tax effective wealth generation strategies
Guidance on budgeting and goal setting
Pre retirement planning
Retirement planning
Ongoing management of investment portfolios
RISK AND INSURANCE ANALYSIS

Obtaining the right insurance advice can help to protect you and your family in the event of your illness, injury or death. Sefton Financial can assist in determining your insurance needs and offer you advice on the following insurance covers:
Life Insurance
Total and Permanent Disablement
Trauma
Income Protection
Business Insurance
Key Person Insurance
SUPERANNUATION AND PENSION SERVICES

Superannuation is a tax effective way to save for retirement and for most of us, superannuation is one of the most long-term investments that we will ever make. Yet, keeping up to date with the constant changes to the legislative and regulatory environment is not always easy. Sefton Financial are able to assist you in:
Choosing an appropriate superannuation fund and underlying investments for your personal circumstances
Establishing salary sacrifice arrangements and other tax effective strategies
Pre-retirement planning to help you to achieve your desired lifestyle in retirement
Establishing an appropriate income stream for retirement
Keeping up to date with the constant changes to the legislative and regulatory environments
ESTATE PLANNING CONSIDERATIONS

A properly structured estate plan should ensure that you have control over the way in which your estate is to be distributed to your family and friends.

Sefton Financial can assist you indentify and strengthen areas of your estate plan.
CENTRELINK PLANNING

The Centrelink system can be extremely complicated and the administration requirements can be perplexing to understand. Sefton Financial is able to provide you with administrative assistance and advice to ensure that you receive any Centrelink benefits that you may be entitled to, such as:
Age Pension
Disability Support Pensions
Family Tax Benefit
Newstart Allowance
BUSINESS SUCCESSION PLANNING

Business owners have particularly intricate financial decisions to address when they consider their options on whether they retain or sell their interest in a business upon their death, disability or retirement. Determining the best option is complicated and involves evaluating both the tax consequences and the impact on their family.

Sefton Financial, are able to offer business owners assistance in the very complicated matter of business succession planning.


 
 
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