Advisory for senior professionals

Optimising the way you save and invest money so you can secure your legacy

How do you ensure your peak earning years pave the way for a secure and fulfilling retirement? At SFR, we understand the unique financial challenges and opportunities faced by senior professionals. Whether you’re optimising your investment portfolio, planning for retirement, or considering a business succession plan, our advisory for senior professionals will help you solidify your legacy and secure your financial future.

How our advisory services for senior professionals can help you achieve financial freedom

Wealth maximisation

Strategically enhance your investment returns during your peak earning years.

Income diversification

Explore avenues to diversify your income streams for added security.

Retirement planning

Craft a retirement plan that reflects your aspirations and lifestyle goals.

Tax and super optimisation

Reduce tax liabilities and increase super benefits and net worth with advanced tax strategies.

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 financial planning strategies are most effective for senior professionals?

For senior professionals, effective financial planning strategies often include maximising superannuation contributions to leverage tax advantages, diversifying investment portfolios to balance growth and risk, and planning for a transition to retirement that ensures a steady income stream.

How can I ensure my investment portfolio is aligned with my retirement goals?

We conduct a comprehensive review of your current financial situation, retirement goals, and risk tolerance. Based on this, we tailor your investment portfolio to ensure it’s strategically positioned to meet your retirement objectives, balancing growth potential with risk management.

How can I optimise my tax situation as I approach retirement?

Optimising your tax situation involves strategies like contributing to superannuation to reduce taxable income, considering the timing of investment sales to manage capital gains tax, and potentially restructuring investments for better tax efficiency. Our tax advisory can provide personalised strategies to optimise your tax position as you transition to retirement.

What is the importance of estate planning for senior professionals?

Estate planning ensures your assets are distributed according to your wishes, provides for your loved ones, and can minimise taxes and legal complications.