Southern Financial Strategies will listen to your personal needs, objectives and concerns and provide professional solutions by using our expertise in the following areas. Please click on the left headings for areas of interest.

A diversified range of managed share & property funds, direct shares and other investments to increase your wealth creation potential.

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Advice on the effective set up and optimum contribution strategies of your superannuation portfolio for individuals, employers & companies to ensure your financial security in retirement.

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Specialising in the investment, placement, tax minimisation and maintenance of superannuation rollovers and lump sum redundancies.

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Providing advice and assistance with the day to day management, compliance and investment strategies on SMSF's (Self Managed Superannuation Funds).

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Offering alternatives and advice on ways to leverage the equity in your home or other investments to accelerate your wealth creation potential and maximise tax advantage.

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Provide you with options and alternatives to minimise your various tax liabilities, look for any available tax advantages and ensure that your super and your investments and structured correctly.

We also own a seperate Accounting practice for all your individual, business and SMSF Accounting and taxation requirements.

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An analysis of your current Insurance requirements to ensure lump sum funds are available in the event of an accident, illness or untimely death!

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Researching from over 10 approved insurance policies for specific suitability, cost effectiveness, benefits and features and claims paying ability to match your peronal situation..

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Utilising the latest Financial Planning Software to model, project and compare up to 15 alternative investment strategies to identify the optimum strategy for your situation.

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A strategy to ensure that you pre-fund for this (or any other) important future obligation.

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Assist you to analyse your current spending patterns to determine any opportunities available with your 'surplus or shortfall'.

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Facilitating the implementation of your Will, Power of Attorney and Testamentary Trust, to ensure that you have "the right money, in the right hands, at the right time in the event of untimely death or incapacity!"

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Common sense, down to earth, honest and professional financial coaching and planning advice!

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p: (08) 9259 5777
f: (08) 9259 5800
e:

Postal Address:
PO Box 39
Riverton, Western Australia 6148

Postal Address:
PO Box 39
Riverton, Western Australia 6148

Riverton Address:
Suite 1/288 High Road,
Riverton, Western Australia 6148

Morley Address:
Level 1, 13 Collier Road,
Morley, Western Australia 6062