Financial Planners Helping Australians do better
Due to its complexities, the Australian financial landscape can be daunting. At Setch, we help our clients understand their financial situation by guiding them to make informed decisions that improve their quality of life.
We take the time to understand what is important to them and create a personalised financial plan with strategies that evolve with their life stage.
At Setch, we focus on creating wealth solutions and protecting your lifestyle, family, and loved ones through superannuation, investment, debt management, estate planning and insurance needs. We prioritise the areas that matter to you.
Superannuation and Investment Management
Assisting you to organise for your retirement
Risk Profiling and Portfolio Selection
Pay off remaining debt
Advising on your insurance needs
Financial Advice, Strategy and Investment Portfolio Decisions
We work with our clients to make financial plans and decisions that helps them to do better financially.
This may include advice and plans to improve your financial security and independence. Our experts are accessible to our clients and communicate directly with you to achieve tailored strategies.
Get in touchThis may include advice and plans to improve your financial security and independence. Our experts are accessible to our clients and communicate directly with you to achieve tailored strategies.
Get in touchCase studies
Superannuation and Debt Management
Robert is 59 years old and single. He earns over $150,000 but still has a mortgage, a car loan and personal debt, and is somewhat exposed to rising interest …
Learn MoreMortgage, Investments and Insurance
Costa and Susan have two children and are in their early thirties. They have a mortgage and surplus savings, they are looking for ways to accumulate wealth a…
Learn MoreRetiring Early
Matthew is 49 years old and has children from a previous relationship. He has a house, a car, a boat and a motorbike but a low super balance.
Learn MorePortfolio Construction and Wealth Management
Peter and Aisha are in their 40s. Peter is in the construction industry but has not been happy with the performance of his superannuation. He notices that ma…
Learn MoreWho are our clients
Our clients come from a very broad demographics and many are on or starting the journey to improve their financial position, regardless of their age and asset level. Our clients are seeking our financial expertise to support wise financial decision making and are prepared to be engaged, to improve their position significantly.
We help people all across Australia by providing access to qualified financial advisors in Sydney, Melbourne, Canberra, Perth and Adelaide.
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Life Is An Unpredictable Journey
How that journey unfolds for each person varies considerably. We use our experience to help you to make better financial decisions in unpredictable times and to ensure that changes in your circumstances, health crisis, divorce, inheritance, investments, are taken into consideration.
We provide personalised support at every step of your financial and personal journey, from debt management advice that can help you move past existing debts, to superannuation financial advice to set up for retirement, and ever aged care financial planning to ensure you can afford quality care later in life.
Calculator
We provide a selection of calculators that enable you to do calculations in common financial situations.
View CalculatorTalk to us
We provide a broad range of financial planning and advice to our clients.
Book an appointment now to learn how we can help you achieve your financial goals.
An initial discussion has no cost and is obligation free.