Family advisory services

Guiding your family’s wealth and wellbeing with a holistic financial blueprint

What if securing your family’s financial future was simpler than you thought? At SFR, we believe in empowering families and family businesses with a holistic, practical approach to financial planning, ensuring every aspect of your financial landscape works in harmony. From education savings, to estate planning, to any other financial guidance you need, we align our strategies with your family’s unique needs and aspirations. Our family advisory services take the guesswork out of financial planning, making sure your loved ones are supported in every chapter of your lives.

How our family advisory services can secure your family’s financial future

Unified goals

Align your family’s financial objectives with a cohesive plan.

Wealth preservation

Maintain and grow your family’s assets over generations.

Education planning

Secure your children’s future with strategic education savings.

Estate planning

Ensure a seamless transfer of your legacy to the next generation.

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

What is the best way to save for our children’s education?

We offer a range of education funding strategies, including savings plans and investment options, tailored to your financial situation and goals.

Can your family advisory help us with estate planning to ensure our assets are passed on according to our wishes?

Absolutely. Our estate planning services include wills, trusts, and other strategies to ensure your legacy is preserved and transferred smoothly.

How does your family advisory ensure our family’s financial security in the event of an unexpected loss?

Comprehensive insurance planning is key. We’ll help you select the right insurance policies to protect your family financially.

How do you adapt your family advisory for families with varying needs and life stages?

Our approach is highly personalised. We consider each family member’s needs and future aspirations. Whether it’s planning for education, home ownership, or retirement, we craft strategies that grow and adapt as your family does.