Wealth
Management
Working together, we’ll gain control over your finances to enable you to build and preserve your wealth from now through to retirement.
Why choose to work with SFIA?
We’re in this with you for the long term and are committed to seeing you benefit from the financial planning process. We’re market leaders and have more than 60 years of experience to show for it.
Who we work with
Our team of nationwide experts provides lifestyle financial planning to ensure that your goals are achieved, and financial peace of mind is provided.
Building your wealth
Through careful planning, you can allow your finances to support your goals and ambitions. Our experts will create a sound wealth-building strategy bespoke to your needs.
Planning your retirement
Shift your focus towards planning a comfortable and secure retirement. With the right mix of investment strategies and tax planning, you can have the retirement you deserve.
