We have offices in Sydney, Melbourne, Perth, Brisbane, Adelaide, Canberra, Hobart and Newcastle

Financial advisors in Sydney

Looking for trusted financial advisors Sydney residents rely on? At Setch Group, we specialise in helping individuals and families achieve their financial goals with tailored solutions. Whether you’re planning for retirement, building your investment portfolio, or managing debt, our Sydney financial advisors are here to guide you every step of the way.

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Why Work With Financial Advisors in Sydney

Sydney’s dynamic economy and high cost of living require a strategic approach to financial planning. The city’s diverse population faces unique challenges, from property investment to superannuation growth. By partnering with financial advisors in Sydney, you can navigate these complexities confidently and take control of your financial future.

At Setch Group, we’ve successfully helped clients with:

Our financial planning in Sydney empowers you to turn challenges into opportunities, securing a brighter economic future.

Personalised Financial Planning in Sydney

Our Sydney financial advisors take the time to understand your unique circumstances. Whether you’re new to financial management, considering property investments, or looking to grow your superannuation, we offer tailored strategies to suit your needs.

For example:

  • Rent-vesting: A popular strategy for Sydney residents, allowing you to invest in property while renting in a location that suits your lifestyle.
  • Diversification: Building wealth through a mix of property, superannuation, and other investments.
  • Transparent portfolios: Providing complete clarity on fees and performance, ensuring your investments align with your goals.

We also support clients across various locations, including Parramatta, Bondi, Manly, and Surry Hills, offering expert advice tailored to local needs.

Begin Your Journey to Financial Freedom Today

Ready to take control of your financial future? Contact Setch Group today for expert financial advice. Book a no-obligation consultation with our trusted financial advisors in Sydney and start planning for a brighter, more secure future.

Frequently asked questions

Financial advisors in Sydney help you navigate Australia’s complex economic landscape by developing strategies for wealth growth, retirement planning, and more. Our financial advisors customise solutions to align with your personal goals and circumstances.

If you’re looking to improve your financial wellbeing, create wealth, or secure your future, working with a financial advisor is a valuable step. Setch Group provides expert guidance and personalised advice to help you make informed financial decisions.

Choose a financial advisor who understands your unique needs and offers tailored solutions. Setch Group provides transparent, client-focused services to help you achieve financial independence.

Our financial planning in Sydney services help you optimise your position, navigate Sydney’s high cost of living, and achieve your financial goals. With tailored strategies, our advisors ensure your financial plan evolves with your life circumstances.

Personalised Advice

Sophisticated Investment Strategies

Cost-Effective Solutions

Comprehensive Financial Education

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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