We have offices in Sydney, Melbourne, Perth, Brisbane, Adelaide, Canberra, Hobart and Newcastle
If you want a financial advisor Surry Hills residents trust, Setch Group is the answer. Our expert financial planning services are tailored to meet your unique goals and set you up for your financial future. Our experienced financial planner Surry Hills team, is here to guide you every step, from building an investment portfolio, preparing for retirement, or managing your finances
Surry Hills is a vibrant community with a dynamic economic landscape. To achieve financial stability and growth in this thriving suburb, partnering with a professional financial planner Surry Hills residents trust is essential. Living in Surry Hills often comes with unique challenges, such as managing high living costs while planning for future milestones. A dedicated financial advisor Surry Hills professional can help you create a balanced approach to achieving financial independence while enjoying this suburb's lifestyle.
We understand that every client’s financial journey is unique. Our financial planner, Surry Hills team, takes a personalised approach to create strategies that adapt to your evolving needs and circumstances.
Some of our tailored solutions include:
Our experts also assist with specific scenarios, such as planning for career transitions or managing inheritances. With a financial advisor Surry Hills expert, you’ll gain confidence in your financial decisions and clarity in your long-term goals.
In addition to our tailored solutions, we help clients address common concerns like budgeting, tax efficiency, and financial projections. Our team provides practical advice to ensure your strategies align with your current circumstances and future aspirations.
We proudly extend our services to nearby areas, including Bondi, financial advisors in Sydney, Manly, and financial planners in Parramatta, ensuring consistent and accessible advice no matter where you are.
Personalised Advice
Sophisticated Investment Strategies
Cost-Effective Solutions
Comprehensive Financial Education
Setch Group stands out for our practical, results-driven approach to financial planning. Working with a financial advisor in Surry Hills means you’ll benefit from:
Our clients appreciate our commitment to clear communication and actionable strategies. From young professionals just starting out to families planning for the future, or someone approaching retirement, we provide the expertise and dedication needed to help you succeed.
We bring years of experience navigating Australia’s financial and regulatory landscape, helping you make wise decisions at every stage of your journey.
Take control of your finances with Setch Group. Contact us today to schedule a no-obligation consultation with our expert financial planner Surry Hills team, and start working toward a secure and prosperous future.
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.
Learn MoreCosta 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.
Learn MoreMatthew 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.
Learn MorePeter 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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