Services
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Services

At Surfcoast Financial Group, we are dedicated to providing comprehensive financial services that cater to your specific needs. Our experienced team of financial experts will work closely with you to develop personalised strategies and help you achieve your financial goals. Contact us today to schedule a consultation and embark on a journey towards financial success.

Self Managed Superannuation Funds

Managing your own superannuation fund can provide you with greater control over your retirement savings. Our SMSF services are designed to assist you in setting up and managing your self-managed superannuation fund effectively. We will guide you through the entire process, from establishing your fund, developing an investment strategy, ensuring compliance with regulatory requirements, and preparing financial statements and tax returns. Our experienced team will provide ongoing support and advice to help you optimise your SMSF and achieve your retirement goals.

Direct Shares

Direct share investments can be a powerful tool for growing your wealth and diversifying your investment portfolio. Our direct shares service offers expert guidance and advice on investing in individual stocks and shares. We will help you evaluate investment opportunities, analyse company fundamentals, assess market trends, and develop a customised investment strategy. Our team will monitor your portfolio, provide regular updates, and offer recommendations to help you make informed investment decisions and maximise your returns.

Strategy and Retirement

Planning for retirement requires a comprehensive strategy that aligns with your financial goals and aspirations. Our strategy and retirement planning service will help you create a roadmap for a secure and fulfilling retirement. We will assess your current financial situation, analyse your retirement needs and goals, and develop a personalised retirement plan. Our team will provide guidance on factors such as retirement savings, investment strategies, tax planning, social security considerations, and estate planning. By leveraging our expertise, you can navigate the complexities of retirement planning and make informed decisions for a comfortable future.

Investing

Investing is a key element in building wealth and achieving financial goals. Our investing service is designed to help you make informed investment decisions and optimise your investment portfolio. We will assess your risk tolerance, financial goals, and time horizon to develop a personalised investment strategy. Our team will provide recommendations on asset allocation, diversification, investment products, and ongoing portfolio monitoring. Whether you are a novice investor or experienced, we will work closely with you to help grow your wealth and navigate market fluctuations.

Superannuation

Superannuation plays a crucial role in securing your financial future. Our superannuation service focuses on maximising the potential of your superannuation savings. We will review your current superannuation funds, evaluate investment options, and provide recommendations tailored to your risk tolerance and retirement goals. Our team will assist you in optimising your superannuation contributions, consolidating multiple superannuation accounts, and ensuring compliance with regulatory requirements. By effectively managing your superannuation, we can help you build a solid foundation for retirement.

Insurance

Protecting yourself and your loved ones from unforeseen events is vital for financial security. Our insurance services, with our affiliate company Regional Insurance Solutions, are designed to assess your insurance needs and provide recommendations for appropriate coverage. We will evaluate your life insurance, income protection insurance, total and permanent disability insurance, and other insurance policies to ensure you have adequate protection. Our team will guide you through the insurance selection process, help you understand policy terms and conditions, and regularly review your coverage to ensure it aligns with your evolving needs.

Accounting Services

Maintaining accurate financial records and complying with accounting standards are essential for managing your personal or business finances. Our affiliate company Geelong Accounting cover a range of financial tasks, including bookkeeping, financial statement preparation, budgeting, cash flow management, and tax planning. Their team of qualified accountants, including Sean Joblin will ensure that your financial records are accurate and up-to-date, helping you make informed decisions and meet your regulatory obligations. We will work closely with you to understand your unique financial needs and provide personalised accounting solutions.