• A Multi-disciplinary Advisory Service

Who needs
financial
advice?

WHY DEAL WITH US?

Caring - We are here to help you regardless of your current financial position and we will treat you no differently to our other clients regardless of their financial status!

Affordable - We want more people to experience what the high net worth individuals assume, so we price our services to reflect this statement. We would rather do the job for less than not help you at all!

Knowledgable - The team has people with experience in providing advice since 1987 and licenced in Tax, Property, SMSF Services, Aged Care, Debt Advice, Estate Planning and more!

Trustworthy - That’s our reputation and reflected by our long-standing client relationships. We can refer you to clients that have been with us over 20 years to reassure you about our integrity and commitment to our clients before our own interests!

What Does That Mean To You?
Family Office or Home Office services are normally limited to the Ultra High Net Worth Individuals. The reality is that most people require quite a wide scope of advice including Financial Planning, Investment Advice, Taxation Advice, Property Advice, Australian Super Advice, Estate Planning Advice, Family financial dispute advice, including more specialised advice such as business advice, migration advice and commercial tenancy advice. 

Unfortunately, most people don’t think they can afford or are just confused about what their need to know and quite frankly all people wonder whom they can trust to deliver the advice regardless of the cost! 
 

Services

SFR Advisory offers financial advice across the full spectrum of disciplines:

Testimonials

  • “Thank you for all the work you did in winding up our Self Managed Super Fund for us.”
    Alan and Diana G (Retired Public Servant – WA)
  • “We have been dealing with SFR ever since we had a super and we have dealt with Dean from the beginning. Our fund has done well, thanks in no small part to Dean’s contribution. We have now gotten them to keep all our books. Above all, we have now become friends and have mutual trust. We will certainly recommend his company.”
    David G (Retired)

  • “We have been clients of SFR Advisory since 2009 and our only regret with this association is that it didn’t begin a lot earlier.
    Our SFR advisor was instrumental in straightening out the disastrous mess caused by our previous advisors. His work was tireless, meticulous and methodical in his endeavour to realign our portfolio. In the ensuing years his results speak for themselves, above average service and results.
    We have no hesitation in recommending our SFR advisor to anyone who is fortunate enough to have him pass their way.”
    Peter & Trish (Real Estate Agent – WA)
  • I would highly recommend SFR Advisory. SFR Advisory have gone above and beyond in providing me with a financial structure, advice and support. They are highly responsive and always act with integrity – which are the two attributes that are important to me when choosing someone to advise me on my confidential financial affairs. Their service also presents great value for money. Garth’s innovative and lateral thinking puts him in another class from previous advisors I have used. I personally feel secure knowing SFR are in my corner and helping me manage my affairs so I can concentrate on other things.
    Adam P
    Young Executive – NSW
  • Garth Lovelace, who is our adviser at SFR Advisory, has been advising us on our super fund since 2001. This he has done so effectively that, although we have regularly been drawing pensions for 13 years and regardless of the GFC, the balance of our portfolio is currently some 55% greater than at its inception. In addition to his financial acumen, we have also been grateful beneficiaries of much wise counsel regarding lifestyle and family issues, where he is able to draw on the experiences of his many other clients to provide advice grounded in reality.
    SFR Advisory is a top-class organisation able on your behalf to deal expertly with all the administrative burdens of a Self Managed Super Fund. Without it, our lives now would be very different.
    John & Jan H
    Retired doctor (John) – WA
  • SFR Property Professionals have been managing my Perth apartment since 2012. Our experience with them has been positive. The team is very professional and efficient and any enquiries and problems have been promptly answered and addressed by their representatives.
    SFR Property Professionals have also kept me updated and informed about the current trends in the property market in Perth.
    I am pleased with their services and highly recommend them.
    Nicholas C
  • Moving to SFR before retirement was a very important step for me and my wife to take. We were placing our trust in a new organisation and in a new way of managing our accumulated assets. That was several years ago and now we are retired and very pleased that we made the change to a self-managed superannuation fund using the administrative and investment advisory services of SFR.
    We have always been pleased with the sincerity and dedication that SFR’ has provided. When we were working overseas as volunteers for two years we felt confident that SFR was looking after our affairs in our absence.
    SFR itself has continued to develop as an organisation. We are very pleased with the integrated 'one stop shop' service that is now offered. It means that our fund administration, tax, estate planning and investment advice is all under one roof which is far better than dealing with separate service providers.
    Finally we are happy with the fee structure because we know exactly how much the service is costing us and there are no hidden commissions.
    We both highly recommend SFR.
    Peter and Jo C
    Retired Oil & Gas Executive (Peter) – WA
  • SFR Advisory has been great about handling our personal taxes. They have always acted professional, courteous and respectful in every manner. When we decided not to continue our property management with SFR Property Professionals, the staff there were still very polite and helpful unlike other companies whereby they would just disregard us and treat us with disrespect. SFR has also been helpful when explaining all the taxation rulings and made everything easier for us. We would highly recommend SFR Advisory for others.
    Sulily D
    Self Employed – WA
  • Self-managed super is not a headache for my family and me thanks to SFR – we have enjoyed many years of peace of mind and hassle free investing. We derive enormous comfort from the calming advice we get from our SFR Adviser who is always available and responds to our needs swiftly. All our wealth is managed through SFR and we are very glad that it is

    Michael C
    Barrister - WA