SFR Advisory

Why choose SFR Advisory?

Affordable and holistic financial advice that offers more knowledge with lower fees.

Caring

We are here to help you regardless of your current financial position and we will treat you no differently to our other clients regardless of their financial status!

Affordable

We want more people to experience what the high net worth individuals assume, so we price our services to reflect this statement. We would rather do the job for less than not help you at all!

Knowledgeable

The team has people with experience in providing advice since 1987 and licenced in Tax, Property, SMSF Services, Aged Care, Debt Advice, Estate Planning and more!

Trustworthy 

That’s our reputation and reflected by our long-standing client relationships. We can refer you to clients that have been with us over 20 years to reassure you about our integrity and commitment to our clients before our own interests!

What Does That Mean To You?

Family Office or Home Office services are normally limited to the Ultra High Net Worth Individuals. The reality is that most people require quite a wide scope of advice including Financial Planning, Investment Advice, Taxation Advice, Property Advice, Australian Super Advice, Estate Planning Advice, Family financial dispute advice, including more specialised advice such as business advice, migration advice and commercial tenancy advice.

Our Services

Financial Planning

We offer high level financial advice & formulate recommendations that address the needs of each client’s unique situation to help make you financially independent.

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Self-Managed Super

Whether you are investing as an individual or as a group, we will help you find the best self-managed superannuation fund to meet your needs. There are many options for tailoring your fund to suit both your desired outcomes and your current means.

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Direct Equities & Portfolio Management

At SFR we offer our clients direct ownership of their equities with online access to their portfolios. This means no layers between the investment and the owner. This also provides greater transparency for the investor as they know what they are invested in and how much is invested in each company.

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Australian Super Specialists

In Australia, retirement income is funded through a mix of personal savings, a government pension and superannuation (super). The Government has a reduced tax system that encourages Australians to at least partly fund their retirement incomes and so reduce the future tax burden on working taxpayers.

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Aged Care & Centrelink

Aged care rules are complex, with forever changing rules & costs buried in fine print which can be quite distressing for you, including families whom just want the best with available funding.

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Estate Planning

Estate planning should take into consideration two major scenarios:
Death of a person;
Loss of legal capacity of a person

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Taxation Advisers

The SFR Advisory Group provides clients with in-house, full-service Accountancy expertise that delivers tax compliance and reporting services along with strategic advice that adds value to the client’s comprehensive financial plan.

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Insurance

We help our clients to choose the best insurance based on their needs. Insurance is there to protect you if something goes wrong so it is important to ensure policies protect you in the way you need with no hidden traps.

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Business Advice

The SFR Advisory Group provides clients with in-house, full-service Accountancy expertise that delivers tax compliance and reporting services along with strategic advice that adds value to the client’s comprehensive financial plan.

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    Testimonials

    “My parent had been a client of SFR for over 25 years. The advisors at SFR are knowledgeable in the options for meeting aged care fees along with benefits available from Centrelink. When my father passed, during COVID-19, SFR organised all of my father’s Estate including a grant of probate within 2 weeks. I have no hesitation in recommending SFR to provide a caring, affordable, knowledgeable and trustworthy service.”

    Claire M and family

    We have been clients of SFR Group since 2002, under the very good care of our SFR Advisor. During this time we have experienced both good & bad times with the economy which has had a significant influence on the stock market & our portfolio. Our SFR advisor’s advice & guidance during the last 12 years which covered the GFC was invaluable. We have always found his recommendations for the purchase & sale of various investments to be both careful & fruitful. He has kept our portfolio healthy & is always available to speak with.

    We also had occasion to deal with their real estate arm (SFR Property) when arranging the sale of our mother’s home. This was also handled in the same efficient & ethical manner.

    I have no hesitation in recommending SFR Group as a solid & careful organisation who we have found to be very ethical & trustworthy. We have no trouble sleeping at night knowing our funds are in safe hands.

    Peter and Maree - WA

    We have been clients of SFR Advisory since 2009 and our only regret with this association is that it didn’t begin a lot earlier.
    Our SFR Advisor was instrumental in straightening out the disastrous mess caused by our previous advisors. His work was tireless, meticulous and methodical in his endeavour to realign our portfolio. In the ensuing years his results speak for themselves, above average service and results.

    We have no hesitation in recommending our SFR Advisory to anyone.

    Peter & Trish - WA

    I have used SFR Advisory’s Business Advice services for my own business and recommend other businesses should do the same. Landlords have people to help them and so should commercial tenants. SFR have a wealth of knowledge and are always available to provide the right advice.

    Mariella Caroè - WA

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