Plan for a Secure Future
Providing services for Self Managed Super Funds for over 20 years
Our Services

Xero

We grow your business by helping your with every aspect of how it runs, we pride ourselves on relationships – our main focus is to ensure your needs as one of our clients are met.

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Self Managed Super

Do you want to take control of your super, but just don’t know all the steps to get it done right?

That’s where Set4Life do our best work. We love seeing people take an active approach in their retirement.

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Superannuation

We have extensive experience in all aspects of setting up, compliance (including legislative changes) and ongoing administration of your SMSF.

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Investment

Growing your assets means understanding different asset classes. We’ll help you calibrate the right mix of defensive and growth investments and above all, manage your investment risk.

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Aged Care Planning

Financial Wisdom has a network of Age Care Accredited Financial Advisors who can meet with you to formulate a plan thatt considers all of your aged care funding options.

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Retirement

Create strategies that allow you to gradually ease into retirement without compromising how you live. We can help you to protect your wealth and provide you with income throughout your retirement.

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Insurance

Protecting yourself, your family and your assets is vital to financial peace of mind. Your Financial Wisdom Advisor will help you find the appropriate mix of cover to suit your needs.

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