Guiding you through the maze of Australian superannuation
What if you could transform superannuation from a confusing obligation into your most powerful retirement asset? At SFR, we guide you through the maze of Australian superannuation, comparing funds, leveraging government incentives, and optimising your contributions to align your super with your broader financial vision. That way, you can secure your retirement dream.
How superannuation advisory can help you
retire with confidence
Future security
Enhance your peace of mind with a super fund that supports your dream retirement lifestyle.
Super consolidation
Consolidating multiple super accounts to reduce fees and streamline management.
Estate planning
Seamlessly integrate your superannuation into your broader estate planning strategy.
Tax efficiency
Optimise your super for tax benefits, maximising your retirement wealth.
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.
Testimonials
Frequently asked questions
Yes, we offer expert advice on both industry super funds and self-managed super funds (SMSFs). Whether you’re looking to maximise your current super fund’s performance or considering the transition to an SMSF for greater control over your investments, SFR can provide the guidance you need.
Maximising your super involves strategic contributions, taking advantage of government schemes, and optimising investment choices to grow your retirement fund effectively.
We employ a variety of strategies to boost your super balance, including contribution strategies, tax-effective investment planning, and insurance within super. We’ll work with you to identify the most effective strategies based on your age, financial situation, and retirement goals.
There are specific conditions under which you can access your super early, such as severe financial hardship or specific medical conditions, but restrictions apply.