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We Can Help You

Prepare For a Brighter Future

With Financial Wellness

Welcome to South Eastern Wealth

Were here to help you make better, more educated decisions regarding building, managing and protecting your wealth. We offer a wealth of experience and knowledge and can work with you to achieve your life goals and ambitions. Importantly, we will also help you protect your wealth and your income. We operate under the principle of Fee for Advice. Our transparent approach to the way we charge our fees ensures you’ll always be confident our advice is based on your best interests.

wealth creation

Plan For Retirement…

Are you one of the many Australians worried about running out of money in retirement?

There are many reasons why retirement planning is important. Perhaps the most important reason is that without a plan, retirees can quickly run out of money in retirement. This can be due to a number of factors, such as not saving enough, investing poorly, or living longer than expected.

We’ve helped many Australians, just like you, to retire with confidence. Find out how

Retirement planning couple

Estate Planning

Worried about what happens to your assets when you pass?

Estate planning is important because it helps you to decide what happens to your things after you die. This can be a complicated process, but it is important to have a plan in place that meets your specific needs.

Invest

How can I make my money work for me?

Here at South Eastern Wealth we can help you make decisions about what investments are best for you. We can also help you plan for your future and make sure you’re on track to reach your financial goals.

We've Got You Covered For Every Stage Of Your Life Journey...

Wealth Creation

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Personal and business protection

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Superannuation

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Transition to retirement

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Latest News

Keep up-to-date with the latest articles from South Eastern Wealth

March 14, 2024

Autumn Newsletter

Welcome We hope you had the opportunity to spend some time with your loved ones over the festive season, and are enjoying 2024 so far.…
Aged CareEbook
March 14, 2024

Free Ebook – A Guide To Planning For Aged Care

Download your free Ebook on "A Guide To Planning For Aged Care" Download here
Preparing For RetirementFinancial
March 14, 2024

To gift or not to gift? What about your pension?

With Australia’s age pension being subject to an assets and income test, giving away some assets is often viewed as a simple way for part-pensioners,…
Superannuation
March 14, 2024

A Superannuation Guide for Self-Employed

When you're at the helm of your own business, it's easy to get caught up in the whirlwind of the present –generating leads, chasing sales,…