Everyone - Whether you are a business, a family or an individual (young or old). Wealth is not just about money. It is not important where you start, whatever your current financial position is, we can ensure you are in the best position now. By dealing with today strangely tomorrow's prospects become much better.
We have helped people with their finances for the better part of their adult lives, with some clients being with us for over 25 years. In that time, we have learned that there are more important things in life than just money. Let us show you how you can be truly wealthy today!
We have helped people with their finances for the better part of their adult lives, with some clients being with us for over 25 years. In that time, we have learned that there are more important things in life than just money. Let us show you how you can be truly wealthy today!
Services
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.
SFR Advisory offers financial advice across the full spectrum of disciplines - from property, tax and self-managed superannuation, to financial planning and debt management. We are entirely unique in our field, providing responsible advice that is driven by the pursuit of happiness, not just wealth.
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.
The difference between an SMSF and other types of funds is that the members of an SMSF are usually also the trustees. If you set up a self-managed super fund (SMSF), you're in charge - you make the investment decisions for the fund and you're held responsible for complying with the super and tax laws.
In Australia, retirement income is funded through a mix of personal savings, a government pension and superannuation (super). The Government has a reduced tax system that encourages Australians to at least partly fund their retirement incomes and so reduce the future tax burden on working taxpayers.
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