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Financial advisors in Parramatta

Looking for a trusted financial advisor in Parramatta? At Setch Group, we specialise in helping individuals and families achieve financial success with personalised strategies tailored to your unique goals. Whether you’re planning for retirement, managing debt, or growing your investments, our experienced financial planners Parramatta NSW team are here to guide you every step of the way. With Setch Group, you’ll gain access to expert advice and transparency, as well as a partner committed to helping you succeed.

Tailored Solutions From Financial Planners Parramatta NSW

At Setch Group, we believe every individual deserves a customised financial plan. Our financial planners Parramatta NSW team, take the time to understand your unique goals and offer flexible strategies that evolve with your circumstances. We provide regular check-ins and updates to ensure your financial plan evolves with your needs, keeping you on track for success even as life changes.
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How a Financial Planner in Parramatta Can Help You

The vibrant suburb of Parramatta offers opportunities and challenges for residents seeking financial stability. A professional financial planner Parramatta residents rely on can help navigate the complexities of wealth management, property investment, and retirement planning.

At Setch Group, we focus on helping you achieve financial independence with tailored advice and strategies. Our services include:

  • Superannuation growth and management: We help you maximise your retirement savings through optimised strategies.
  • Debt reduction and cash flow optimisation: Gain control of your finances with effective plans to reduce debt and improve financial stability.
  • Property investment planning: Navigate the complexities of the property market with guidance tailored to Parramatta’s opportunities.
  • Investment diversification: Creating a balanced portfolio that considers growth potential and risk tolerance.
  • Risk management: Safeguarding your wealth with comprehensive insurance coverage, including life and trauma insurance.
  • Retirement preparation and estate planning: Secure your future with customised plans that align with your long-term goals.

If you’re saving for your first home or planning for retirement, working with a financial advisor in Parramatta ensures you’re supported at every step of your financial journey. We provide solutions that adapt to your evolving needs, helping you address life’s unpredictable moments and secure a brighter future. By partnering with a financial planner Parramatta residents trust, you can confidently make decisions for long-term financial stability.

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What Sets Setch Group Apart as Your Financial Advisor in Parramatta?

Setch Group stands out for our commitment to delivering practical, results-driven financial solutions. By partnering with a financial advisor Parramatta residents trust, you’ll benefit from:

  • Transparent advice tailored to your specific goals.
  • Cost-effective strategies designed for long-term wealth creation.
  • Ongoing support to navigate changing financial landscapes.

Our team recently helped a young couple in Parramatta streamline their finances by combining debt reduction with strategic property investments. This approach enabled them to save for their dream home while maintaining a balanced lifestyle.

Our experienced financial advisor Parramatta team works with you to ensure your financial strategies align with your evolving goals and aspirations.

Our dedication to helping clients thrive extends to all stages of life, from first-time investors to retirees. Explore how we support individuals and families across other locations, including financial advisors in Sydney, Bondi, Manly, and Surry Hills.

Personalised Advice

Sophisticated Investment Strategies

Cost-Effective Solutions

Comprehensive Financial Education

Don’t just take our word for it, book a free appointment!

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Secure Your Financial Future with a Financial Planner in Parramatta Today!

Take the first step toward financial freedom with Setch Group. Contact us today to schedule a no-obligation consultation with our expert financial planners in Parramatta, and let us help you build a secure and prosperous future.

Case 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 rates.

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Mortgage, 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 and want to consider insurance.

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Retiring 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.

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Portfolio 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 many of the large superannuation funds have investments in office buildings and is curious how infrastructure projects will perform financially as interest rates rise and the risks of these assets classes.

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Investments and Superannuation in the context of Relationship Separation

Sandra is 52 years old and has recently separated from her partner. Sandra owns a house with a mortgage from a previous relationship, and she owns a property with her recent ex-partner, and is looking for guidance in relation to the financial aspects of the separation and how to manage her investments and superannuation.

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Insurance and Wealth Accumulation

Robin and Noa have two young children and are 40 years old. Robin earns close to $90,000 and Noa earns close to $160,000. They have a mortgage and a personal loan, with monthly savings of about $750.

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Financial advice for Blended Families

Weng and Karen are 62 years old and 54 years old respectively and have non-dependent children from previous relationships. They have been divorced.

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Financial Advice for Young Families

Patrick is a devoted father with a young family. He has a solid income and wants his superannuation to work hard for his family’s future. Like many Australians, his superannuation contributions are directed to a fund selected by his employer, which includes basic insurance arrangements. Patrick's scenario is common for people with growing families.

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Wealth Accumulation including Ethical, Sustainable and Governance Investing

Thao is in her late twenties and single. She recently bought an apartment but is renting, and has an interest in wealth accumulation with an ESG theme. Further, one of her friends was in an accident and did not have insurance in place.

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Insurance

Brydon is 37 years old and has been working in the mining industry and contributing to a default superannuation fund offered by his employer. His family circumstances have changed significantly since he started working, in that he has a partner and two children.

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Our other services

Superannuation Investment and Portfolio Construction

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Superannuation and Wealth Accumulation

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Debt Management

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Pre-Retirement Planning

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