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What We Do

Areas of Advice

Helping you achieve your goals, no matter what stage of life or what your goal is.

Our Expertise

We understand psychology, not just money.

For over 35 years we have offered specialised financial planning advice. Our expertise is focused on investment planning and retirement planning. It’s what we’re good at!

SFP - Investment Planning

Investment Planning

Goals formulation, plan building, investing and guidance

SFP Icon - Retirement Planning

Retirement Planning

Income strategies, transition to retirement & building lifestyle sustaining income

SFP Icon - Superannuation

Superannuation

Super optimisation & contribution strategies, SMSF advice

SFP Icon - Legacy & Care

Estate & Legacy Planning

Planning for legacy, beneficiaries & intergenerational planning

SFP Icon - Property & Home Finance

Property & Home Finance

Buying first home or investment property, loan structuring and mortgage assistance

SFP Icon - Insurance & Protection

Insurance & Protection

Protecting plans in case of sudden passing, inability to work or specified sickness/injury

SFP Icon - Tax & Debt Planning

Tax & Debt Planning

Tax effective investing, structuring & debt reduction

SFP Icon - Compass - All Areas of Advice

All Areas of Advice

No matter how unique your situation – with more than 80+ years experience across our team – we’ve got you covered.

Guiding your full financial potential

There is no substitute for expertise when it comes to investing

Over the years, we have narrowed down our expertise to investment planning and retirement planning. It’s what we’re good at.

Our specialist investment planning advisers can help you in the following areas:

Investment planning specialist

Intro needed
  • Investment advice and planning
  • Suitable ownership, structuring and taxation
  • Practical investment education
  • Ongoing investment tracking and coaching

Retirement planning

Intro needed
  • Pre-retirement planning for accumulators
  • Transition to retirement phase
  • Retirement incomes planning
  • Tax minimisation

Superannuation specialist

Intro needed
  • Selecting right platform
  • SMSF
  • Contribution strategies
  • Portfolio construction and review

Wealth creation specialist

Intro needed
Case Studies

In almost everything we do, money is a factor

Our financial planner will analyse your current situation and your investment objectives and help you get clarity around your next step.

Not sure where to start?

For more help and to take a fresh look at the way you manage your money, speak to your financial planner at SFP. Or if you don’t have a planner yet, contact us on 02 9328 0876.

Explore more on what we do

Logo - Charter Financial Planning
Logo - ASTRUM Awards - Practice of The Year Finalist
Logo - ASTRUM Awards - Customer Excellence Finalist
Logo - Most Trusted Advisors Award
37 Years Est.| 80 Years Experience| 5 Most Trusted Advisor| 3 Locations

Our passion is knowing we’ve made a fundamental difference in your life

Get in touch or make an appointment – join us for a friendly chat about your financial goals.
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Meet Our Planners