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Financial Advisor Hawthorn

Hawthorn’s thriving community and desirable location make it a sought-after suburb for residents aiming to achieve financial independence. At Setch Group, our financial advisor Hawthorn team provides expert guidance to help you manage wealth, build investments, and secure a stable financial future. Whether you’re planning for retirement, navigating property investments, or optimising your superannuation, we’re here to create a plan tailored to your goals.

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Why Work With a Financial Planner in Hawthorn?

Hawthorn is known for its blend of historic charm and modern conveniences, but achieving financial stability here requires planning. Partnering with a financial planner in Hawthorn ensures you can balance high living standards with a secure financial future.

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Tailored Solutions From a Financial Planner Hawthorn Expert

Every individual’s financial journey is unique, and our financial planner Hawthorn team works closely with you to understand your specific needs and offer solutions that will adapt to your life.

Our approach includes:

  • Superannuation optimisation: Maximise your retirement savings with efficient contributions and diversified investment options.
  • Portfolio management: Build a balanced investment portfolio tailored to your financial goals and risk tolerance.
  • Risk management: Protect your wealth with customised insurance solutions designed for peace of mind.

Hawthorn residents often seek advice on high-value property investments and strategies for long-term wealth generation. Our financial advisor Hawthorn team provides expert guidance to help you make confident decisions that enhance your financial stability.

At Setch Group, we focus on helping you achieve financial clarity with services like debt reduction, cash flow optimisation, and retirement preparation. Our team also specialises in estate planning, ensuring your wealth is managed effectively for the future.

With the support of a financial advisor in Hawthorn, you can make informed financial decisions that align with your long-term aspirations and current lifestyle.

In addition, we offer tax efficiency planning, ethical investment options, and transitions like inheritance management. From securing your dream property to planning for a comfortable retirement, we ensure every aspect of your financial future is well-supported.

Our services extend to nearby areas, including financial planner advisors in Melbourne, financial planners in Prahran, Richmond, South Yarra, and Brighton, offering consistent and accessible financial expertise.

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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Setch Group: Leading Financial Planner in Hawthorn

Setch Group is committed to providing practical, transparent, and results-driven solutions. Working with our team means:

  • Personalised strategies tailored to your unique financial goals.
  • Clear advice to simplify complex financial decisions.
  • Ongoing support to help you adapt to life’s changing circumstances.

Our clients value our expertise and dedication to building long-term financial success. Whether you’re growing your investments, securing your retirement, or managing high-value assets, we deliver the confidence and clarity you need to succeed.

With years of experience navigating Hawthorn’s unique financial landscape, we ensure your financial journey is stable and prosperous.

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Start Your Financial Journey With Our Financial Planner Hawthorn Team

Build a brighter future with Setch Group. Contact us today to schedule a no-obligation consultation with our expert financial planner Hawthorn team. Let’s design a plan, that empowers you to live life on your terms.

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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