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Our Services

Wealth Advice

Made for you

Financial planning advice is more than just investment selection. Serendipity Wealth Advisors take a holistic approach to each client, looking at both your personal and financial goals so you can live your best life. 

Your personal and family life is made up of many aspects and this impacts your finances. Based on many collective years of experience, we understand that one impacts the other. For this reason, we offer a comprehensive set of services to ensure all aspects of your affairs are well managed. 

We're here to help people understand and access the resources to aid them in living their best lives. Our approach to each situation that is brought to us is based on the values, goals and challenges of our clients, and embraces their whole financial life. We are committed to providing advice that is not just money-focused, but is able to assist in elevating your entire life. Money is just fuel for living the life you want, which means something different to everyone.

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Financial Planning

Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals.

We offer a range of Financial Planning services that focus on different areas of your personal and business life. 

Establishing

Life Goals

We sit down with you and take a look at the bigger picture and get you to ask yourself questions like, 'How did you get to where you are today?', 'What is important to you and your family?', 'What keeps you up at night?' and 'What gets you up in the morning?'. 

Based on your answers and an in-depth look at your life and where you want to be. We design and provide you with a customised financial plan, curated with your goals in mind, so you can start living your dream life.

Cash Flow

Analysis

In order to ensure maximum efficiency in where you put your money and how much, we take a look at where your money is going, and estimate how much you can afford to invest as well as potential improvements that can be made.

Personal

Insurance

Personal insurance advice is a key pillar of any financial plan. It is often overlooked as the conversations can be overwhelming, so we're here to take the stress out of it. 

At Serendipity we balance your need for insurance and the cost associated with it. We want to ensure that your family will receive the financial support in the event of a claim.

Wealth Creation

& Investment

Whether you are an experienced investor or just starting to build your investment portfolio, it can be tricky navigating your way through the many available investment options. 

We will recommend a portfolio to suit your goals, needs and tolerance to risk.

Superannuation &

Retirement Planning

Superannuation and retirement planning is paramount when you are looking to your post-career future. It can define the lifestyle you will lead once you have finished working and ultimately decide how you will live.

Serendipity Wealth Advisors offers comprehensive Superannuation and Retirement Planning so you are ahead of the curve when the time comes for you to wind-back from paid work or fully retire.

Aged Care &

Centrelink Planning

Making the move to Aged Care can be a stressful and overwhelming process. At Serendipity Wealth Advisors, we offer insight and support so you are able to make this transition comfortably and confidently. We partner with Aged Care Advice Specialists so you can access the right advice and incorporate this into your financial plan. 

We can assist you with managing your Centrelink Benefits should you be eligible.

Relationships break down, whether it's a business or personal. When it comes to resolving financial issues between two parties, we have the experience and knowledge to act as a third party mediator to reach a resolution. 

Financial Mediation

Establishing

Life Goals

We sit down with you to take a look at the bigger picture and get you to ask yourself questions like, 'How did you get to where you are today?', 'What is important to you and your family?', 'What keeps you up at night?', and 'What gets you up in the morning?'.

Based on your answers and an in-depth look at your life and where you want to be, we design and provide you with a customised financial plan, curated with your goals in mind so you can start living your dream life.

Wealth Consultancy

In conjunction with your accountant, private banker, legal and property specialists, we represent you and will give you the best solution for a variety of personal or business situations.

Hold your team accountable and get "stuff" done. 

 

Wealth consultancy is life management for people who are time poor and want to direct their energy towards their passions. We are experts at life management, outsource it to us. 

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Financial

Mediation

Relationships break down, whether it's a business or personal. When it comes to resolving financial issues between two parties, we have the experience and knowledge to act as a third party mediator to reach a resolution.

Having said that, the best relationships are borne from having genuine authentic conversations about worse case scenario. Let us assist you to put in place contingencies and understandings to try to prevent conflict. 

Serendipity

Financial Coaching

Financial coaching is a component of financial advice that doesn’t necessarily relate to or result in a product recommendation, instead assists you with understanding your relationship and attitude towards money.

We work with you to understand your current mindset and use that to work towards a more positive and healthy mentality towards finance that is better aligned to what a fulfilled life looks like for you; both financially and personally.

Family & Business

Consultancy

Ideal for both personal and professional pursuits, our wealth advisors work with appropriate asset structures in order to identify potential risks and areas for improvement or consideration.

We use our networks to connect you to like-minded individuals or businesses you can collaborate.

Banking

Consultancy

We offer private and business banking consultancy by joining the conversation with your bank to help streamline the changes you needs to your everyday and business banking.

We work to make sure you're getting the service you deserve and a market competitive solution.

Succession &

Estate Planning

Planning for the future can be both a daunting and immense task, however it defines where your assets will be placed for future generations to come.

We work with you, your taxation and estate specialist to design a plan that outline exactly where your assets will go and to whom, so you can have the peace of mind our family will always be looked after.

Philanthropy

We often discover our clients have a charitable passion they wish to follow, which is a sentiment we share and fully support.

If you are an individual wanting to give back to your community or make a difference to society, our wealth advisors have experience and knowledge in philanthropic services and are able to offer you guidance and support so you can acquire and appropriately distribute your altruistic funds.

A fireside chat, a coffee by the beach or maybe a wine after a long day! Our intention is that our initial consultation is casual and unintimidating, a get to know each other conversation.  

 

Get in contact with us today to arrange an online or in-person meeting or use the online booking portal to organise your first session.