Financial solutions for your future
Financial planning is about putting you in control of your financial security. We can help develop a financial plan with different investment options based on your risk profile
We hold an AFSL License No. 313207.
WE ARE SMSF SPECIALISTS
We can help throughout the whole life cycle of Self-Managed Superannuation Funds – from the initial setup to ongoing yearly tax and audit requirements through to calculations of pensions. We can also assist if you wish to utilise borrowings within your SMSF.
Our advisors hold the following specialisations: -
Contact
➤ LOCATIONs
Frankston & Mornington
seasidefinancialsolutions@gmail.com
(03) 8560 2846
Our Services
financial planning
Financial planning is about putting you in control of your financial future with difference investment options based on your risk profile.
succession planning
Succession planning is about transferring your assets to those whom you wish to receive them.
insurance
Insurance is about providing financial comfort in the case of an event.
wealth accumulation
Wealth accumulation focusses on generating income and investing is different classes of assets based on your risk profile and goals to grow your asset base for your retirement.
superfannuation
You are able to control of your superannuation with your own investment strategy within a Self Managed Superannuation Fund.
“We must all obey the great law of change. It is the most powerful law of nature.”
Contact Us
Use the form below to contact us regarding your financial future. Alternatively, please call us on 03 8560 2846