Financial Services

Financial Services

At SDE Financial Services we tailor ethical, personalised advice to suit your individual financial goals and objectives. 

We'll help identify what is most important to you in your financial future, and implement a range of strategies to help you achieve your goals. When it comes to financial planning we are committed to providing expert advice and service over the long term. 

Our Ongoing Service Programme will ensure your financial plan is always on track, with regular strategy reviews, timely support services and access to our resources, knowledge and expertise. This ensures you are always informed and up to date on relevant changes and opportunities. 

 

Our Process

1.  Understand your current situation;
2.  Identify your goals and objectives;
3.  Prepare your financial plan;
4.  Implement our advice; and
5.  Review your progress.

 

Our Fees 

We operate on a 'fee for Advice' basis. In your first appointment we will agree on a cost for the strategy work involved in developing and implementing your financial plan. 
 

Our Personal Approach

There is no 'one size fits all' when it comes to financial planning. Our highly qualified staff will help you prioritise your goals and then recommend the most appropriate solutions.  Our goal is to provide you easy to understand, ethical advice and strategies to help you navigate through to financial security.

 

Business Planning 

Running your own business adds another level of complexity to your planning needs. We can help you with: 
 

Business Protection 

  • Ownership protection
  • Asset protection
  • Revenue protection
  • Buy/Sell agreements

Succession Planning 

  • Minimising potential tax obligations

Employee Programmes 

  • Employee superannuation funds
  • Employee insurance solutions

Personal Planning


Our personal financial planning services include these areas:

Wealth Protection

  • Emergency funding
  • Death, disablement, trauma
  • Income protection

Wealth Accumulation 

  • Investment advice
  • Gearing strategies
  • Dollar cost averaging strategies

Estate Planning

  • Wills
  • Enduring Powers of Attorney
  • Beneficiaries

Retirement Planning 

  • Investing
  • Income streams
  • Home equity strategies
  • Retirement living accomodation
  • Aged care
     

Social Security 

  • Age pension
  • Support/Allowances

Debt Management

  • Lending needs
  • Debt consolidation
  • Debt reduction
  • Debt recycling

Superannuation 

  • Consolidation
  • Investment strategies
  • Contribution strategies
  • Transition to retirement
  • Self Managed Super Funds
  • Personal insurance

How can we Help?





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SDE Financial Services is a Corporate Authorised Representative of GPS Wealth Ltd

AFSL 254 544 | Australian Credit Licence 254 544 | ABN 17 005 482 726 | Level 9, 89 York Street, Sydney NSW 2000

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