Who we are

Surfcoast Financial is a privately owned Financial Advice business operating from offices in Torquay, Geelong and Mildura. We have a combined industry experience of well over 50 years. With our Australia-wide reach, you can benefit from our services, regardless of your location. We offer both in-person consultations at our office locations as well as virtual meetings, ensuring convenient access to our services wherever you are.

At Surfcoast Financial, we understand that financial planning is a crucial aspect of achieving your financial aspirations and securing a stable future. Whether you’re looking to grow your wealth, plan for retirement, save for education, or protect your assets, our team of experienced financial advisors is here to guide you every step of the way. When you choose Surfcoast Financial, you gain access to a team of qualified financial professionals who are dedicated to providing personalised advice and strategies. We take the time to understand your financial goals, risk tolerance, and timeline to develop a customised financial plan that aligns with your needs. Our services encompass all areas of financial planning, including savings and investments, retirement planning, tax optimisation, risk management, SMSF, Superannuation and estate planning. We leverage our expertise and knowledge of the Australian financial landscape to help you navigate complex financial decisions and optimise your financial well-being.

We are privately owned and not owned by a bank or any other product issuer. We hold our own AFSL and are not restricted in the products we recommend, nor do we receive commissions or any other benefits from the issuers of the investment products we recommend.

Take the first step towards achieving financial success by exploring our website and booking a consultation. Together, we can create a roadmap to turn your financial goals into reality.