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

Financial Advisor Fremantle

Fremantle’s vibrant community and coastal charm make it a standout location for those looking to build a secure financial future. At Setch Group, our financial advisor Fremantle team is dedicated to helping you achieve your financial goals through personalised advice and tailored strategies. From retirement planning to property investments and wealth management, we’ll help you make confident financial decisions.

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Achieve Your Goals With a Financial Planner Fremantle Specialist

Fremantle offers unique opportunities and challenges for its residents. With its mix of historic appeal and thriving local economy, financial planning in this dynamic suburb requires expert guidance. A trusted financial planner in Fremantle helps you navigate these complexities, ensuring your financial strategy aligns with your goals and lifestyle. From managing day-to-day budgeting to preparing for significant life transitions, our Fremantle financial planners focus on building a secure foundation for your financial future. We prioritise creating actionable plans that balance your short-term needs with long-term goals, ensuring every decision contributes to lasting success. Working with a financial advisor in Fremantle ensures you have the tools to make informed financial decisions, helping you balance immediate needs with long-term aspirations.

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Tailored Financial Solutions With Our Financial Planner Fremantle Team

Every financial journey is unique, and our financial planner Fremantle team is committed to providing personalised strategies that reflect your specific needs.

Our services include:

  • Superannuation growth strategies: Maximise your retirement savings with effective contributions and diverse investment options.
  • Investment portfolio management: Build a balanced portfolio that aligns with your financial objectives and risk tolerance.
  • Risk management and insurance solutions: Safeguard your assets and loved ones with tailored coverage.

Fremantle residents often face financial challenges related to rising property costs, lifestyle expenses, and planning for significant life milestones. Our financial advisor Fremantle team provides the clarity and expertise to navigate these priorities confidently.

Additionally, we help clients explore ethical investment options, optimise tax strategies, and prepare for intergenerational wealth planning. From building wealth to securing your financial legacy, Setch Group ensures every aspect of your finances is well-supported.

Our reach extends to nearby areas, including financial advisors in Perth and financial planners in Subiaco, ensuring seamless and accessible support throughout your financial journey.

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’s Financial Planner Fremantle Team?

At Setch Group, we go beyond financial advice. We build lasting partnerships with our clients to ensure their financial plans evolve alongside their changing needs. By working with our financial planner Fremantle team, you’ll benefit from:

  • Transparent and actionable advice tailored to your goals.
  • Strategies designed to simplify complex financial decisions.
  • Ongoing support to adapt to life’s financial opportunities and challenges.

Our clients appreciate our clear communication, results-driven approach, and dedication to delivering measurable success. From laying the foundation for financial growth to navigating the complexities of established wealth, we provide the tools and confidence needed to succeed.

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Start Your Financial Journey With Our Financial Advisor Fremantle Team

Take control of your financial future with Setch Group. Contact us today to schedule a no-obligation consultation with our expert financial advisor Fremantle team. Let’s build a tailored strategy that empowers your financial future.

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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