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

Financial Advisor Brighton

Brighton’s unique charm, from its stunning beachside location to its vibrant community, presents both opportunities and challenges when it comes to financial planning. At Setch Group, our expert financial advisor Brighton team works closely with you to create tailored strategies that align with your goals. Whether building wealth, planning for retirement, or navigating property investments, our personalised approach ensures you’re always on track for financial success.

Brighton is known for its luxury living, high-value properties, and vibrant lifestyle. Achieving financial stability in such a prestigious area requires planning. A trusted financial planner Brighton specialist can provide guidance to manage these complexities confidently and clearly.

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Personalised Strategies From a Financial Planner Brighton Expert

At Setch Group, we deliver personalised financial solutions to suit your specific goals. Our team looks at growing your superannuation, provides property investment strategies aligned with Brighton’s thriving market, and implements effective debt reduction and cash flow plans. We also specialise in retirement preparation and estate management, ensuring your financial security and peace of mind for the years ahead. Whether you’re just starting your financial journey or looking to optimise your wealth, a Brighton financial planner provides expert advice to help you achieve and maintain financial independence.

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Tailored Support From Brighton Financial Advisors

Every financial journey is different. That’s why our Brighton financial advisor team creates strategies that reflect your individual goals and circumstances.

Our services include:

  • Superannuation growth: Helping you maximise retirement savings through smart contributions and strategic investments.
  • Portfolio management: Building balanced investment portfolios tailored to your financial objectives and risk appetite.
  • Risk management: Protecting your wealth and assets with tailored insurance options.

Brighton’s residents often face decisions around high-value property investments and inheritance planning. Our financial planner Brighton team specialises in offering solutions that address these priorities, helping you make confident financial decisions.

We also provide advice to enhance tax efficiency, diversify investment portfolios, and prepare for future milestones. From securing a dream home to planning for retirement, our team ensures your goals are supported with expert guidance.

Additionally, we understand the importance of aligning financial strategies with lifestyle goals. This allows us to provide a service that ensures your financial plan complements your current and future aspirations.

Our services extend to nearby areas, including Melbourne financial advisors, financial advisors in Richmond, Hawthorn, Brighton, and Prahran, ensuring you receive support 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 Work With a Brighton Financial Planner?

Our financial advisor Brighton team at Setch Group is dedicated to helping you achieve your financial goals. By partnering with a trusted Brighton financial advisor, you’ll benefit from

  • Tailored strategies designed to meet your personal and financial goals
  • Transparent advice to help you make informed decisions
  • Ongoing support to adapt to changing financial circumstances

Our clients value our expertise and commitment to long-term success. From managing high-value assets and planning for retirement to building sustainable wealth, we deliver the clarity and confidence you need to achieve your goals.

Our experience in Brighton’s unique financial landscape allows us to offer guidance that addresses immediate concerns and long-term aspirations.

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Start Your Journey With Our Financial Planner Brighton Team

Secure your financial future with Setch Group. Contact us today to schedule a no-obligation consultation with our expert Brighton financial planner team. We’ll develop a plan to help you achieve your financial aspirations.

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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