Couples advisory

Harmonising you and your partner’s financial plans to make your dream life a reality

Embarking on life’s journey as a couple means merging dreams, goals, and often, financial plans. At SFR, our couples advisory services help you harmonise your financial strategies with your partner’s so you can move confidently towards a shared future. Whether it’s aligning your investment strategies, planning for a family, or preparing for retirement, we provide the guidance and support you need to make your collective financial goals a reality.

How our couples advisory services can help you move confidently towards a shared future

Financial harmony

Minimise financial disagreements with transparent, aligned financial planning.

Future planning

Secure your financial future together — from buying a home, to having a family, to planning for retirement.

Tax efficiency

Navigate the complexities of taxes as a couple, maximising benefits and minimising costs.

Retirement readiness

Prepare for retirement together, with strategies that ensure comfort and security.

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 services

Financial advisory services, across the full spectrum of disciplines

You no longer have to consult one company for superannuation advice, another for tax advice, another for property advice, and another for estate planning. We’ve consolidated all the advisory services you need in one place, empowering you with a holistic, top-down view of your financial security and future.

Financial advice

Transform dreams into achievable milestones with our holistic, transparent guidance, making financial stress a thing of the past.

Superannuation advisory

Navigate the maze of superannuation with SFR, optimising contributions to secure your retirement dreams with clarity and confidence.

Aged care and Centrelink

Simplify the complexities of aged care and Centrelink with personalised, adaptive advice from SFR, ensuring optimal support and care.

Estate planning

Ensure your legacy’s security with wealth preservation, conflict avoidance, tax optimisation, and definitive healthcare directives for ultimate peace of mind.

NDIS plan management

At SFR, our plan managers can help you pay your service providers, track your NDIS funding, enhance your ability to live independently, and provide any other NDIS and and financial guidance you need.

Property services

Aligning strategies for financial success and streamlined ownership with investment and mortgage advisory, residential and commercial sales, and management.

SMSF services

Optimise your retirement combining expert management and strategic property investment for a robust, worry-free SMSF portfolio.

Tax services

Transform tax filing and leverage strategic advisories with SFR to ensure maximum savings and compliance for your wellbeing.


Frequently asked questions

Can you provide couples advisory to align our differing financial priorities?

Absolutely. Our advisors are skilled in finding the middle ground, ensuring both of you feel heard, valued, and that you financial needs are met.

How can we prepare for unexpected financial challenges as a couple?

Preparing for financial challenges involves creating an emergency fund, ensuring you have adequate insurance coverage, and possibly setting aside funds for specific future contingencies. Discussing potential risks and planning ahead with one of our advisors can help secure your financial wellbeing as a couple.

Should we consider a prenuptial agreement for financial protection?

While it’s a personal choice, a prenuptial agreement can be a prudent measure for protecting individual assets and clarifying financial expectations before marriage. We can provide insights on how a prenuptial agreement might fit into your overall financial strategy and, if desired, refer you to legal professionals who specialise in these agreements.

Do you provide couples advisory for couples at different life stages, including young, mature, and those nearing retirement?

Absolutely. At SFR, we understand that financial planning and advice is not one-size-fits-all, especially for couples. Whether you’re just starting your journey together, navigating the complexities of mid-life financial planning, or looking ahead to retirement, our team offers personalised advisory services tailored to meet the unique needs of your partnership at any stage.