Surfcoast Financial Group is a boutique business.
We are not owned by a bank or any other product issuer.
Over 50 years of combined experience in the Financial Industry.
Certified Financial Planners & Self-Managed Superannuation Specialists.
I would like to take this opportunity to thank you for your friendship and all the sound advice you have provided me with particularly over these past difficult & volatile finanicial years. Your geniuine advice has given me much comfort and assurance as I approach my retirement. I have found your measured approach and patience in explaining my financial position very reassuring. Your advice has always been very astute, timely and simple to follow and I have recommended your financial services to a number of my friends and colleagues without hesitation. I look forward to a long and happy relationship with you and wish you every success with your new business venture.
At a time when managed Corporate Superannuation fund returns were decreasing and Financial Market returns were shrinking, retirement was imposed on us. We need a local face to face contact rather than the regular trips to Melbourne we made, for mid city meetings with Superannuation Fund staff. You understood our limited financial knowledge and our reluctance to take financial risks. You were able to explain the reasoning and processes of financial planning and action in a very digestible way, so we were comfortable and felt included in investment decision making. We appreciate the lack of pressure to select specific investment products and that your billing costs are clear, and reasonable. Your constant monitoring of market performance and our investments is critical and most re-assuring. The regular updates keep us comfortable with our Self Managed Superannuation Fund, rather than concerned about what might happen next, as in our previous Corporate Superannuation Fund. Thankfully we can now concentrate on what we need to do and have been very comfortable recommending you and your services to our friends.
29 Central Avenue, Torquay VIC 3228
140 Tenth Street, Mildura VIC 3500
03 5264 8879
Get in touch with Surfcoast Financial to discuss your needs. We are privately owned by the directors of the practice. We are not owned by a bank or any other product issuer.
We hold our own AFSL and are not licensed by a bank or any other product issuer and are not restricted in the products we can recommend and we are able to recommend any product which is in your best interests. We do not receive commissions or any other benefits from the issuers of the investment products we recommend.