Financial Services
At SDE Financial Services we tailor ethical, personalised advice to suit your individual financial goals and objectives.
We’ll help identify what is most important to you in your financial future, and implement a range of strategies to help you achieve your goals. When it comes to financial planning we are committed to providing expert advice and service over the long term.
Our Ongoing Service Programme will ensure your financial plan is always on track, with regular strategy reviews, timely support services and access to our resources, knowledge and expertise. This ensures you are always informed and up to date on relevant changes and opportunities.
OUR PROCESS
1. Understand your current situation;
2. Identify your goals and objectives;
3. Prepare your financial plan;
4. Implement our advice; and
5. Review your progress.
OUR fees
We operate on a ‘fee for Advice’ basis. In your first appointment we will agree on a cost for the strategy work involved in developing and implementing your financial plan.
OUR feesPERSONAL APPROACH
There is no ‘one size fits all’ when it comes to financial planning. Our highly qualified staff will help you prioritise your goals and then recommend the most appropriate solutions. Our goal is to provide you easy to understand, ethical advice and strategies to help you navigate through to financial security.
Business Planning
Running your own business adds another level of complexity to your planning needs. We can help you with:
BUSINESS PROTECTION
- Taxation Services
- Asset protection
- Revenue protection
- Buy/Sell agreements
BUSINESS PROTECTION
- Taxation Services
EMPLOYEE PROGRAMMES
- Employee superannuation funds
- Employee insurance solutions
Personal Planning
Our personal financial planning services include these areas:
WEALTH PROTECTION
- Emergency funding
- Death, disablement, trauma
- Income protection
WEALTH ACCUMULATION
- Emergency funding
- Death, disablement, trauma
- Income protection
ESTATE PLANNING
- Wills
- Enduring Powers of Attorney
- Beneficiaries
RETIREMENT PLANNING
- Investing
- Enduring Powers of Attorney
- Home equity strategies
- Retirement living accomodation
- Aged care
SOCIAL SECURITY
- Taxation Services
- Support/Allowances
DEBT MANAGMENT
- Lending needs
- Debt consolidation
- Debt reduction
- Debt recycling
SUPERANNUATION
- Consolidation
- Investment strategies
- Contribution strategies
- Debt recycling