SFR Advisory Group in Perth, Western Australia | Accountant

SFR Advisory Group

Locality: Perth, Western Australia

Phone: +61 8 9220 5200

Address: Office 2, Level 4 Eastside Cove, 10 Eastbrook Terrace 6004 Perth, WA, Australia

Website: http://www.sfradvisory.com.au

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• Accountant
• Financial service
• Estate agent
• Financial planner

25.01.2022 SFR Advisory Market Update: #financialadvice

25.01.2022 Meet our A-Team at SFR Advisory Group Pty Ltd High level, comprehensive financial and investment advice above and beyond the scope of basic financial planning. www.sfradvisory.com.au

23.01.2022 Its time to get the right advice. SFR Advisory Group is a multi-disciplinary advice firm that has expertise in Financial Planning, Aged-Care, Self Managed Super, Taxation, Property and Estate Planning and Administration. Now everyone can take advantage of SFRs highly regarded service for $99 with a money back guarantee. Lets make a time. In person or on-line.

23.01.2022 ING Living Super plans dramatic Increase in Fee Structure! Correspondence to ING in regards to above: Hi -----... As expressed in the voice recording that we left on your mobile phone & discussion with A____.S____ of the adviser help centre today, we absolutely reject that ING has the legal, ethical & moral right to increase fees as proposed We wish to put a formal complaint to ING & we wish to take it up with both APRA & ASIC accordingly We request as a minimum that all of our clients that we introduced under the old fee structure are grandfathered indefinitely We are prepared to go to ASIC & APRA directly & the media to expose what we believe is misleading & deceptive conduct by your company On behalf of Garth Lovelace & SFR Advisory, please take appropriate action to formalise this complaint

23.01.2022 Aged care rules are complex, with forever changing rules & costs buried in fine print which can be quite distressing for you and your family. Speak to our aged-care specialists to remove the hassle and save on time and money. https://sfradvisory.com/our-servi/aged-care-and-centrelink/

23.01.2022 Estate Planning mulit-faceted Review in person or on-line

22.01.2022 Senior Manager Bullied Customers... Insurance giant TAL has confirmed that 50 of its employees have been made redundant following damning revelations at the royal commission and an ASIC investigation. "That program has resulted in a reduction in staffing requirements in that part of the direct business, which includes Insuranceline, leading to approximately 50 roles recently being made redundant," the group said.... TAL was one of several insurance groups to appear in the sixth round of royal commission hearings last month. It was during these hearings that Australians learned how TAL had paid a private investigator $20,000 to gather information so the group could avoid paying an estimated $792,000 in claims. The royal commission also revealed that, as of 14 September, TAL was still employing a senior case manager who was found to have acted inappropriately, bullied customers and whose portfolio was raising concerns. It is unclear weather this person was one of 50 staff fired from the insurance giant this week. TALs decision to review its direct sales business and the mass redundancies follow the release of a scathing report by the corporate regulator, which found failure by all firms in direct life insurance sales. ASICs report, released two weeks before TAL representatives gave evidence at the Hayne inquiry, found that one in five of all policies taken out were cancelled in the cooling off period. ASIC also found that life insurance sold direct compares poorly with other channels when it comes to claims: 15 per cent of claims are declined, with 27 per cent of claims withdrawn. The regulator identified a clear link between sale conduct and poor customer outcomes and has recommended that pressure selling be banned.

20.01.2022 Falling property prices and weakening consumer sentiment are expected to have knock-on effects across the economy, particularly in the struggling motor industry and retail sector. "We expect the wealth effects we have already seen on high value items, such as car sales, to exert themselves on broader consumption spending over 2019, as households focus on deleveraging in an environment of declining asset prices, elevated debt levels and still low wage and income growth," the a...nalysis warns. Probability of the Reserve Bank of Australia cutting record low rates remain low around 33 per cent because of strong exports, high government spending and sustained high employment. But the likelihood of a "disorderly house correction", where nervous borrowers start to dump property, leading to a balance sheet recession is growing, it warns.

19.01.2022 Russia along with several other countries, including India, China and Turkey has been accelerating efforts to fight the dominance of the US currency in global trade amid rising tensions with Washington. Last year, Russian President Vladimir Putin called on the member states of the Eurasian Economic Union (EEU) to create a common dollar-less payment system for boosting economic sovereignty. The bloc, which consists of Russia, Kazakhstan, Belarus, Kyrgyzstan and Armenia, has free trade agreements with multiple partners across the globe, including Iran and China.

19.01.2022 Please enjoy this weeks SFR Financial Market Update.

19.01.2022 Say hello to SFR Advisory on Instagram by following us on @sfradvisory

18.01.2022 The new Tesla zero emissions car. 0-100 Ks in 2.8secs.

18.01.2022 Enjoy our complimentary SFR Financial Market snapshot from our weekly newsletters that are sent to our clients #sfradvisory #sfrproperty #sfrplanners

18.01.2022 See what people are saying about SFR Advisory. We couldnt be happier with this feedback.

17.01.2022 View the latest weekly and cumulative returns from SFR Advisorys own Investment Committee compared to the ASX index.

17.01.2022 Royal commission into the banksters SFRS COMMITTMENT TO INDEPENDENCE FROM PRODUCT PROVIDERS NOW JUSTIFIED BY Royal Commission into Wealth Management by Banks and institutions! As we have stated on our website for over 10 years "We think most people now realise it is nearly impossible to get impartial financial advice from an advisory firm owned by an institution."... (Garth Lovelace, Managing Director SFR Advisory) in July 2013, under the Future of Financial Advice (FoFA), advisers must act in the best interests of clients. You cant regulate trust, if an Adviser needs such direction then the client should be very concerned. Sadly, this is now commonplace in financial advice services owned by institutions! Recently, AMP has been under siege since it was revealed the wealth management giant allegedly committed crimes by lying to the corporate regulator over the scandal in which it charged customers for advice they never received, and also CBA has been charging dead customers! We at SFR believe we are best placed to provide a trustworthy professional service with many years of experience that have weathered the good times and bad that other firms would envy. Please be reassured of our continued commitment to our principles and welcome you to refer our services to your friends and family that are seeking such virtues in their advice provider as opposed to dealing with product floggers!

17.01.2022 It's time to get the right advice. SFR Advisory Group is a multi-disciplinary advice firm that has expertise in Financial Planning, Aged-Care, Self Managed Super, Taxation, Property and Estate Planning and Administration. Now everyone can take advantage of SFR's highly regarded service for $99 with a money back guarantee. Let's make a time. In person or on-line.

17.01.2022 SFR Advisory has been providing quality financial advice in Perth for over 20 years mainly through its financial planning arm Self-funded Retirement Planners Pty Ltd (SFR Planners). SFR Advisory Group has taken over ten years to expand the scope of advice to include other disciplines such as tax advice, property services, estate planning aged care debt advice and business services. The aim is to provide comprehensive trustworthy and affordable financial services to a broader ...Continue reading

16.01.2022 "GET OUT OF THE WAY!"

15.01.2022 The single positive thing that the Labour party did was FOFA. As a conservative voter it urks me that the coalition are beholden to the banks and not the people.I hope everyone realises the power that these banks have politically and that includes the RBA! I am proud to say that SFR Advisory is untainted by the banks influence and free to provide non product/institutional based financial advice to our clients!

15.01.2022 Youve got mail! Please enjoy our SFR Financial Market Update #sfradvisory #sfrplanners #sfrproperty

14.01.2022 SFR Advisory Group quits on financial planning dogma! Gratefulness and understanding in what is creates happiness as opposed to craving for what you dont have (typically financial inadequacy). Abundance exists for all if one sees it no matter what your circumstances are! To appreciate what you have creates abundance getting more money does NOT guarantee this- in fact usually quite the opposite. ... The system (society) forces us to want more no matter what we have. As a wise person once said if enough isnt enough than more will not help. SFR is devoted to making what is your financial reality into something that works with you in a way that makes sense no matter what your current financial position is.

13.01.2022 On the 3rd of July SFR Managing Director is giving a one hour FREE Wealth Creation workshop to a group of ONLY 10 people. Register for a place by clicking the REGISTRATION link. Learn how to build wealth, no matter what position youre in, from someone who gives advice on close to a BILLION dollars worth of investments. BE QUICK!

12.01.2022 Banks feel pain of misunderstanding the complexities and responsibilities of the "ADVICE BUSINESS". The CPA association likewise... ASIC takes NAB wealth entities to court for fees-for-no-service REPORTER - 16:29 PM, 6 Sep 2018 he corporate regulator has announced it is taking NAB entities NULIS and MLC Nominees to the Federal Court for charging superannuation members for services that were not provided.... In a statement this afternoon, ASIC said it had commenced court proceedings against NULIS Nominees and MLC Nominees. The corporate regulator alleges that NULIS and MLC Nominees: contravened s912A(1)(a) of the Corporations Act 2001 in not providing services "efficiently, honestly and fairly" regarding the $33 million deducted in Plan Service Fees; "made false or misleading representations" to members with no advisers, contravening ss 12DB, 12DA of the ASIC Act and s1041H of the Corporations Act by representing to members that they were entitled to deduct the Plan Service Fee and the member (with no adviser) were obliged to pay it; contravened s912A(1)(a) of the Corporations Act in deducting $67.1 million from members where advisers did not provide services and members did not receive services; "made false or misleading representations," contravening s12DB and s12DA of the ASIC Act by failing to let members in MLC Masterkey Personal Super know they could turn off the Plan Service Fee; and "contravened s912A(1)(c) of the Corporations Act by failing to comply with financial services laws". This includes issuing "defective disclosure statements"; "failing to exercise the degree of skill, care and diligence as a prudent trustee would exercise"; and "failing to act in the best interests of members".

11.01.2022 Real financial advice involves property advice, debt advice, estate planning and investment advice - definitely not just institutional managed funds.

11.01.2022 This beautiful photo was taken at the front of our office in East Perth. If you come by you will notice the baby cygnets that are growing up so quickly! First appointments are FREE so just make sure you call 08 9220 5200 to book in a date with one of our professional advisers.

11.01.2022 I have provided investment advice for over 25 years and its my experience that SMSFs if run with adequate resources will outperform all other forms of superannuation in any reasonable time frame. I think this happens because the SMSF is an active investment by its very nature so it is less likely to be left unattended so to speak. The other main reason is that SMSF mainly utilise direct investments as opposed managed funds and I dont know anyone who got rich by investing in managed funds. They are more a CPI performing investment if you are lucky...

11.01.2022 Definitely the best Democrat has to offer. Biden is a class act.

09.01.2022 Something positive for Australia. Increasingly becoming a region of China...

09.01.2022 Have you met Lauren from our SFR Property Proffesionals division? This home had been on the market for 5 years, Lauren took the listing and within 3 weeks has it under offer. Congratulations !! Ask for Lauren if you would like your property appraised. www.sfrproperty.com.au

08.01.2022 Australia has the most advanced retirement savings vehicle in the world "SMSFs"! and its not just for the OLDIES!

05.01.2022 Well Mr Nerev apologises unreservedly after the greatest protracted public humiliation ever received in the history of financial planning disasters in this country. The banks financial planning departments have not only destroyed the trust of tens of thousands of the community from seeking valuable financial advice, they have brought disrepute to many professional financial advisers around the country!