Advisory for young professionals

Optimising the way you save and invest money so you can thrive in life

Are you making strides in your career but still struggling to achieve financial independence? At SFR, we specialise in young professionals advisory, offering personalised financial strategies that align with your ambitions and lifestyle. From maximising your earnings and investing wisely to planning for a home purchase or starting a family, our expert guidance gives you clarity and confidence with every financial decision.

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

Budgeting mastery

Develop a robust budget that balances saving, investing, and enjoying your youth.

Wealth development

Start building wealth early with tailored investment advice and opportunities.

Debt management

Tackle student loans and personal debt with effective strategies to free up your financial future.

Property ownership

Navigate the path to property ownership with expert advice on saving, investing, and buying.

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 assist with student loan management or debt reduction strategies?

Absolutely. Our team can provide strategies to efficiently manage or reduce your student loans and other debts. This can include restructuring your debts, identifying overpayments, or finding ways to consolidate debts for lower interest rates. Our goal is to free up more of your income for saving and investing.

What specific strategies do you recommend for young professionals to maximise their earnings potential?

We recommend a combination of investment strategies tailored to your risk tolerance and financial goals, alongside career development advice. This might include diversifying your investment portfolio, taking advantage of employer superannuation contributions, and exploring side hustles or further education to enhance your skill set and income potential.

How early should I start financial planning?

The sooner, the better. Starting financial planning early in your career can significantly impact your long-term financial health and wealth accumulation.

How do your services evolve as my career and financial situation progress?

As your career advances and your financial situation changes, our services adapt to meet your evolving needs. This includes revisiting and adjusting your financial plan to accommodate new goals, such as starting a family or launching a business, ensuring you’re always positioned for optimal financial health and growth