International clients advisory

Guiding your wealth journey with holistic financial advice

No matter where you are in the world, we’re dedicated to holistically cultivating and protecting your wealth. We achieve this through multidisciplinary advisory services that not only empower your finances but also give you peace of mind in all areas of your life. 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.

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 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

I’ve heard the Australian property market is highly lucrative — can you help me invest in Australian property?

With a proven track record of stability and growth, Australia’s property market offers international investors a wealth of opportunities. Whether you’re simply looking to diversify your portfolio or physically move to Australia, we have the expertise to guide you smoothly through the entire process, handling government approvals, property inspections, negotiations, sales, and everything else you need.

You’re not based in my country — how will you be able to advise me with my finances as well as a local could?

While we may not be physically located in your country, our team at SFR is well-equipped to provide comprehensive financial services to clients worldwide. Our expertise in international finance, coupled with a deep understanding of global markets and regulations, allows us to offer tailored solutions that meet your financial needs and objectives, no matter where you live.

How do you manage communication across different timezones?

We utilise various communication tools and platforms that accommodate different time zones, allowing us to stay connected and responsive to your needs regardless of your location. Additionally, we schedule meetings and consultations at mutually convenient times, taking into account the time differences to ensure seamless collaboration.

Can you assist with currency exchange and international banking services?

Yes, we have partnerships with reputable financial institutions and currency exchange providers to facilitate seamless transactions and currency conversions for our international clients.