Financial planning and advice

Guiding your wealth journey with holistic financial advice

What if your financial dreams were more than just dreams? What if they were achievable milestones? At SFR, we create holistic, practical financial plans that reflect your unique challenges your goals, and your definition of financial freedom. Our multidisciplinary team will guide you through your wealth journey with total transparency, empowering you to reach a place where money is no longer a source of stress in your life.

How financial planning advice can secure
your independence and freedom

Financial insight

Gain insights into your financial situation and the impacts of your decisions.

Goal prioritisation

Establish clear financial objectives and create a roadmap to achieve them.

Risk management

Identify and mitigate financial risks to protect your assets and future.

Tax efficiency

Structure your finances to minimise tax liabilities and maximise savings.

The SFR difference

Our mission is to get you to a place where money is no longer a source of stress in your life

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

3 steps to kickstart your journey
to financial freedom


To begin, please call or email us. We’ll organise an in-person meeting at a time that suits you.



We’ll go through all the ways we can improve your financial situation — no obligations.



Now, we begin our journey together — growing your wealth and securing your future.


Frequently asked questions

What is involved in creating a holistic financial plan with SFR?

A holistic financial plan at SFR starts with understanding your unique financial situation, goals, and challenges. We consider all aspects of your finances, including savings, investments, superannuation, tax strategies, and estate planning, to create a comprehensive plan that aligns with your vision for financial freedom.

How often should I review my financial plan with SFR?

We recommend reviewing your financial plan annually or whenever significant life changes occur, ensuring it remains aligned with your current situation and future goals.

How does your financial planning advice ensure my plan remains relevant over time?

We believe in dynamic financial planning, which means regularly reviewing and adjusting your plan to reflect changes in your personal circumstances, financial markets, and legislation.

What kind of transparency can I expect from SFR in managing my financial plan?

Total transparency is at the core of our service. We provide clear, concise communication about your financial strategies, investments, and any associated risks. We believe informed clients make empowered decisions, and we’re committed to providing you with all the information you need to feel confident in your financial journey.

Our services

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