Estate planning is about more than just having a Will, it is about making sure your loved ones are looked after, your wishes are honoured, and your assets are distributed the way you intended. At Setch Group, we help you plan for the future with expert guidance that is tailored to your needs. Whether you have a simple estate or more complex family and financial arrangements, our financial advisors work alongside you (and where needed, with your legal team) to ensure everything is structured clearly and tax-effectively. Chat with Setch Group today to see how our financial advisors can support your estate planning and guide you with smart investment advice, so your goals stay on track now and well into the future.
Good estate planning gives you peace of mind. It helps avoid confusion, delays, and disputes at a time when your family needs certainty and support. Estate planning and financial advisors go hand in hand. While only lawyers can provide legal advice or draft Wills, our financial advisors help you make the right financial decisions that support your legal arrangements, such as superannuation nominations, investment planning, and setting up appropriate structures for your assets. Even something as straightforward as a superannuation death nomination can have a major impact on how your money is distributed, and many people do not realise that, without this in place, the trustee of your fund decides who gets your super. With our help, you can:
We’re proud to have helped so many clients take control of their finances and plan for the future with confidence.
Every estate is different and so is our approach. At Setch Group, our role is to simplify the process, help you understand your options, and guide you through every decision. Here is how we support you:
We help you manage your super with smart nomination strategies, so your superannuation benefits go exactly where you want them to.
We align your investment choices with your long-term wishes, ensuring your wealth continues to grow and is distributed tax-effectively.
Blended families, business interests, or multiple assets? We work with you (and your lawyer) to create a clear, practical estate plan that reflects your unique circumstances. We also provide ongoing support as part of your broader financial plan. We help you manage your super with smart nomination strategies, so your superannuation benefits go exactly where you want them to.
At Setch Group, estate planning is not just about paperwork, it is about people. It is about understanding what matters most to you and making sure your wishes are carried out with care, clarity, and confidence. We know these conversations can feel overwhelming or even emotional, especially when they involve your family, finances, or future health. read more
At Setch Group, estate planning is not just about paperwork, it is about people. It is about understanding what matters most to you and making sure your wishes are carried out with care, clarity, and confidence. We know these conversations can feel overwhelming or even emotional, especially when they involve your family, finances, or future health. That is why we approach estate planning with empathy and experience, we are not just financial advisors; we are your support team. We emphasise the importance of having a well-crafted Will and Power of Attorney, and we guide you through these vital components to protect your wishes and safeguard the people you care about most. These documents ensure that decisions about your assets, health, and finances are made by someone you trust, in the way you intend. Whether you are navigating simple arrangements or need help untangling more complex financial and family structures, we take the time to make the process easier, clearer, and more personal. We work with your legal representatives so your estate planning and financial advice work seamlessly together.read less
Get StartedWhether you are planning for retirement, trying to get ahead with your super, or just want to feel more in control, you are in the right place.
Our team is here to guide you, every step of the way, with advice that fits your life and your goals.
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.
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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.
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.
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.
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.
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.
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.
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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