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Financial advisors in Bondi

A trusted financial advisor Bondi residents rely on can make all the difference in achieving your financial goals. At Setch Group, we specialise in helping individuals and families achieve their financial goals with personalised strategies. If you’re planning for retirement, managing debt, or growing your investments, our expert financial planners, Bondi Junction team, are here to guide you. Our experienced financial advisor Bondi Junction team works closely with clients to develop strategies that deliver measurable results.

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Why You Need a Financial Planner in Bondi

Bondi is a vibrant and diverse community, with residents seeking financial stability and growth amidst a dynamic economic landscape. A professional financial planner Bondi residents trust can help you navigate complex financial challenges, from property investment to superannuation growth. Partnering with a financial planner Bondi team ensures your strategies align with your short-term goals and long-term vision for financial security. The bustling Bondi lifestyle often comes with unique financial demands, such as balancing a high cost of living with long-term savings goals. A trusted financial advisor in Bondi Junction can help you prioritise your financial needs while creating strategies that work for your circumstances.

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Tailored Solutions From Financial Planners in Bondi Junction

At Setch Group, we understand that every individual’s financial journey is unique. Our financial planner Bondi Junction team works closely with you to create a plan that aligns with your goals while remaining flexible to life’s unpredictability.

Our approach includes:

  • Diversified investment strategies: Balancing risk and growth to meet your financial objectives.
  • Superannuation optimisation: Maximising your retirement savings through tailored contributions and investment planning.
  • Risk management solutions: Protecting your wealth with comprehensive insurance coverage.

Bondi’s unique financial challenges, such as high property prices and lifestyle costs, require a thoughtful approach. Our financial advisor Bondi experts specialise in addressing these specific challenges, empowering you to make informed decisions. With a trusted financial advisor Bondi Junction team by your side, you can confidently navigate life’s financial challenges and opportunities.

In addition to Bondi, our financial services extend to clients across Sydney financial advisors, financial planner Manly, Parramatta, and Surry Hills, ensuring consistent and accessible advice wherever you are.

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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Why Choose Setch Group as Your Financial Advisor Bondi?

Setch Group stands out among financial advisors in Bondi Junction for our commitment to delivering practical, results-driven solutions. Our financial planner Bondi Junction specialists provide a personalised approach, ensuring you have clarity and control over your financial future. Working with us means you’ll benefit from:

  • Transparent and personalised guidance tailored to your specific needs.
  • Cost-effective strategies designed to build long-term wealth.
  • Ongoing support to help you navigate changing financial landscapes.

No matter if you’re a seasoned investor or beginning, our dedicated team is here to help you achieve your financial goals. From optimising superannuation to creating property investment plans, we’re here to help you succeed.

Our clients value our ability to provide clarity and actionable solutions for long-term financial stability. With decades of combined experience, we bring insight, expertise, and dedication to every consultation.

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Start Planning With a Financial Planner in Bondi Today

Take charge of your finances with Setch Group. Contact us today to schedule a no-obligation consultation with our experienced financial planners in Bondi. Let us help you turn your financial dreams into reality.

See for yourself, schedule a free 1-hour consultation!

1 HOUR FREE CONSULTATION

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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Pension Financial Advisor

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Medical Financial Advisor

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