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

Financial advisors in Manly

Need a financial advisor Manly residents rely on? At Setch Group, we provide expert financial planning services tailored to your unique goals. Planning for retirement, growing your investments, or managing debt requires a thoughtful approach. Our skilled financial planners are here to help you navigate every step of your financial journey.

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Achieve Financial Success With a Trusted Financial Planner in Manly

Manly offers a unique blend of lifestyle and opportunity, but financial success in this vibrant suburb requires careful planning. A professional financial planner Manly residents rely on can help you tackle challenges such as property investment, superannuation growth, and balancing short-term goals with long-term security. Working with a financial advisor Manly residents rely on ensures you have the tools and strategies needed to secure a prosperous financial future while navigating the unique economic landscape of this dynamic suburb. Manly residents often seek guidance on managing the high cost of living while planning for future goals like retirement or property investments. Our experienced team offers personalised advice to help you optimise your financial position, no matter your current circumstances.

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Tailored Financial Solutions From Financial Advisors in Manly

At Setch Group, we understand that no two financial journeys are the same. Our financial planner Manly team takes the time to understand your individual circumstances and goals, creating strategies that adapt to your life’s changes.

Our tailored solutions include:

  • Superannuation strategies: Helping you maximise your retirement savings through efficient contributions and diversified investments.
  • Investment planning: Crafting a balanced portfolio that aligns with your risk tolerance and financial objectives.
  • Insurance and risk management: Safeguarding your assets and ensuring peace of mind with comprehensive coverage.

We also assist clients with unique scenarios, such as transitioning careers, managing inheritance, or planning for early retirement. By working closely with a financial advisor in Manly, you’ll gain clarity and control over your financial future.

Additionally, our services extend to surrounding areas, including financial planning in Sydney, Bondi, financial planners in Surry Hills, and Parramatta, 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 Choose Setch Group as Your Financial Advisor in Manly?

Setch Group is dedicated to providing practical, transparent, and results-driven solutions. Choosing us as your financial advisor means you’ll benefit from:

  • Personalised advice tailored to your life goals and financial situation.
  • Cost-effective strategies designed to build sustainable wealth.
  • Ongoing support and expert guidance to adapt to changing circumstances.

Our team has years of experience helping clients achieve their financial aspirations. From managing superannuation to creating retirement plans, we provide clarity and actionable steps to make your financial goals a reality.

By delivering tailored strategies and measurable results, we provide the tools to overcome challenges like managing debt, growing superannuation, or building investments. With Setch Group, you gain a partner committed to guiding you at every stage of your financial journey.

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Take the First Step Toward Financial Freedom With a Financial Advisor in Manly

Secure your financial future with Setch Group. Contact us today to schedule a no-obligation consultation with our expert financial planner Manly team and start building the life you’ve envisioned.

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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