Our history
We’re dedicated to cultivating and protecting your wealth in the fullest sense of the word, offering multidisciplinary advisory services that not only empower your finances but also give you peace of mind in your life at large. Regardless of your family or business circumstances, regardless of your current fiscal position, we’ll help you conquer your challenges and celebrate financial freedom, whatever that means for you.
Our history
We’re dedicated to cultivating and protecting your wealth in the fullest sense of the word, offering multidisciplinary advisory services that not only empower your finances but also give you peace of mind in your life at large. Regardless of your family or business circumstances, regardless of your current fiscal position, we’ll help you conquer your challenges and celebrate financial freedom, whatever that means for you.
Our values
the financial freedom to live by yours
Integration
Securing your financial future requires a holistic, top-down perspective. This is why we offer integrated financial advice across the full spectrum of disciplines.
Integrity
We operate with uncompromising honesty and ethical standards, ensuring your financial plan is handled with the utmost transparency and respect.
Empowerment
We offer highly personalised advice that empowers you to make informed decisions that align with your financial goals and life aspirations.
Innovation
We adapt to the times, ensuring you’re benefiting from cutting-edge advice that protects your financial future without sacrificing your happiness now.
The leadership team
of your financial wellbeing
Garth
Lovelace CFP
Managing DirectorThe Managing Director of SFR Advisory Group, Garth brings over 30 years of financial services experience. He is well-versed in various facets of financial services, including taxation, real estate, financial planning, and SMSFs. His proficiency in estate planning and role as the Managing Director of SFR Legal showcase his comprehensive financial knowledge.
Dean
Sampson CFP
Partner and Associate Director
Lauren
Lovelace
Partner and Associate DirectorLauren, Partner and Associate Director at SFR Advisory Group, oversees the SFR Property department, bringing over 10 years of leadership experience in the property sector. Her background includes a triennial certificate, $90 million in sales transactions, and a managerial role at Colliers International for Residential Project Marketing and Sales. Lauren’s expertise extends to launching developments in offshore markets and leading SFR Group’s internal business operations, focusing on customer relations, technology, compliance, and marketing. Her efforts in integrating advanced global client relationship and marketing technologies position SFR Advisory Group at the forefront of offering opportunities across Australia, Singapore, and New Zealand.
Our qualifications and licences
The SFR difference
Unlike some other financial advisory services, we don’t overhype and overpromise. That’s because having absurdly large figures in your bank account doesn’t necessarily correlate with happiness. Instead, we’ll do our very best to remove money as a source of stress in your life so you can embrace the freedom you deserve.
- All the financial advisory services you need, under one roof
- Total transparency, and empowerment through education
- Securing your future without sacrificing your freedom now
- 20+ years of experience, and fully licensed in all areas
- A thriving global network, offering lucrative opportunities
Our process
to financial freedom
Booking
To begin, please call or email us. We’ll organise an in-person meeting at a time that suits you.
Meeting
We’ll go through all the ways we can improve your financial situation — no obligations.
Freedom
Now, we begin our journey together — growing your wealth and securing your future.