Financial Planners Helping Australians do better

The financial landscape in Australia is complex. Our clients are of all ages and circumstances, and we help them to navigate this environment to do better. We generally find that we can improve your circumstances by supporting you to make astute financial decisions. Once we get started, you will see the value of our services through improvement in your financial position.

At Setch, we get to know you and your circumstances so that we can design and implement personalised financial strategies that are not static but change over your lifecycle and during unpredictable events. By making wise decisions on an ongoing basis the outcome of your financial journey is better.

We understand that wealth accumulation for most Australians occurs at the intersection of home ownership and / or property investment, superannuation, investments and prudent debt management. We work with our clients to try to optimise their position. We also assist our clients to protect themselves and their families through risk and insurance products, including lifestyle and wealth protection, and estate planning.