Have you ever had professional financial advice?

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What is your current super balance?

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How quickly would you like to improve your long-term financial strategy?

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What's Next

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Setting the Direction (risk profile and fact find) = $490 +GST
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Formal advice (cost depending on complexity) = $2500-$5000 +GST. This can also possibly be paid out of your superannuation.
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Implementation of strategy
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SUPERANNUATION INVESTMENT

Make your super work harder for your future self

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DEBT MANAGEMENT

Ditch the debt drag and breathe easier

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SUPERANNUATION & WEALTH ACCUMULATION

Grow your nest egg without second-guessing

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PRE-RETIREMENT PLANNING

10 years to retirement? Let’s make them count

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RETIREMENT PLANNING

Ready to retire?Retire with clarity, not question marks

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INSURANCE & RISK COVER

Cover the unexpected, so you can focus on what matters

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Who we are
At Setch Group, we are committed to helping our clients feel confident with their finances, not just for today, but for the future ahead. We are a team of down-to-earth financial advisors who take the time to really understand your goals, your challenges, and the life you are creating. Whether you are growing your wealth, planning for retirement, or just want to make better decisions with your money, we are here with personalised advice that actually makes sense.
Learn more

Our Services

At Setch Group, we provide everyday Australians with tailored support to navigate life’s financial ups and downs. Whether you are planning for retirement, managing debt, or simply looking to get your finances in order, we are here to guide you with straight-talking advice and practical solutions.

Superannuation Investment and Portfolio Construction

At Setch Group, we help you make the most of your super with tailored investment strategies that align with your goals and risk profile. Our superannuation and insurance advice also covers key protections like life insurance through superannuation and income protection insurance super, helping you build long-term wealth while safeguarding your financial future. Whether you are just starting to grow your super or fine-tuning your portfolio closer to retirement, we will guide you every step of the way with expert support in superannuation and insurance planning.

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Tailored super investment strategies
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Maximise long-term growth
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Superannuation and insurance in one place
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Ongoing support and adjustments

Superannuation & Wealth Planning

At Setch Group, we help you grow your super with a smart, long-term strategy that aligns with your goals. Our focus is not just on boosting your retirement savings, but also on protecting your future along the way. That is why we review your superannuation and insurance to make sure you have the right cover in place, including superannuation income protection and super income protection options that can safeguard your earnings if life takes an unexpected turn. With expert guidance and ongoing support, we help you build lasting wealth while keeping your financial security front and centre.

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Grow your wealth through super
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Protecting your income
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Smart super and insurance advice
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Personalised wealth accumulation plan

Debt Management

At Setch Group, we help everyday Australians take control of their finances with a personalised debt management program. Whether you are juggling credit cards, personal loans, or other financial commitments, our experienced debt advisors work with you to create a realistic plan to reduce what you owe and regain peace of mind. Through structured debt management strategies, we help you organise repayments, avoid unnecessary interest, and work towards long-term financial stability, so you can focus on building a better financial future.

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Personalised debt management strategies
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Reduce stress and take back control
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Expert guidance by experienced debt advisors
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Build a stronger financial foundation

Pre-retirement Planning

At Setch Group, our pre-retirement planning service is all about helping you make the most of the years leading up to retirement. We work with you to build a personalised retirement plan that balances your lifestyle goals with smart financial decisions. This includes tailored investment advice and a strategic retirement investment plan designed to grow your wealth, reduce tax, and position you for a smooth transition into retirement. Whether you are 5 or 10 years out, we will help you take the right steps now to feel confident about the future.

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Personalised retirement plan
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Assessing your risk profile
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Expert insurance advice
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Structure your income

Retirement Planning

At Setch Group, we make retirement planning simple and personal. Whether you are approaching retirement or already there, we help you build a clear, realistic retirement plan that aligns with your lifestyle and long-term goals. From managing your super and investments to understanding your income options, we guide you every step of the way. We also provide tailored insurance advice for retirees, ensuring you have the right cover in place to protect your finances and give you peace of mind throughout retirement.

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Personalised retirement plans
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Advice and guidance on government entitlements
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Insurance advice for retirees
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Diversified income strategies

Insurance & Risk Cover

At Setch Group, we help you protect what matters most with tailored insurance and risk cover solutions. Whether you are planning for the unexpected or safeguarding your family’s future, we provide guidance on the right level of cover to suit your life stage. Our advice includes income protection insurance to help replace your income if you are unable to work temporarily, disability insurance for long-term security, and total and permanent disability insurance (TPD) to provide financial support in the event of a serious illness or injury. We make sure you are covered, without overpaying for insurance you do not need.

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Tailored protection
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Comprehensive guidance
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Income security
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Long-term safeguards

Estate Planning

At Setch Group, we help you take control of your legacy with thoughtful and personalised estate planning. Whether you are looking to protect your assets, provide for loved ones, or ensure your wishes are carried out, we will work with you to create a comprehensive estate plan that reflects your values and goals. From wills and powers of attorney to superannuation nominations and asset distribution, our advisors guide you through the process with care, clarity, and practical advice, so you can plan with confidence and leave nothing to chance.

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A clear and personalised estate
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Guidance through complex decisions
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Peace of mind for you and your family
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Protect what you have worked hard for

Want a financial strategy that actually fits your life?

Setch Group offers personalised financial planning, investment advice and ongoing support to help you build, protect and grow your wealth. Whether you are just getting started or reviewing your next move, we are here to guide you.

Let's talk