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South Eastern Wealth

(0)

ABN

74 661 731 602

Business contact details

Address:239 Magill Road, Maylands, SA

Website:https://southeasternwealth.com.au/about-us/
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Opening hours

Wednesday:

9:00 AM – 5:00 PM

Thursday:

9:00 AM – 7:00 PM

Friday:

9:00 AM – 4:00 PM

Saturday:

Closed

Sunday:

Closed

Monday:

9:00 AM – 5:00 PM

Tuesday:

9:00 AM – 5:00 PM

Business description

South Eastern Wealth: SA 📲P 08 8471 2771 🏢 Steadfast Building: 239 Magill Road, Maylands SA 5069 📆 Availability: https://calendly.com/sewealth_sa 💻andre@sewealth.com.au Our Wealth Management Boutique, headed by Mark Butters (VIC) and Andre Di Matteo (SA), Authorised Representative of Lifespan Financial Planning, bring a wealth of in-depth strategic wealth planning, tax effective wealth creation and intergenerational wealth asset protection for their clientele of Families, HNWI, SME's business owners and Retirees!. We help our clientele to look at the big picture around their financial future and then implement strong plans that ensure they reach their financial goals. We’ve found the biggest mistake people can make is in assuming they don’t have the income or financial assets to prepare a plan. We just love it when our clients express their delight at discovering the financial goals they can achieve with sound professional financial planning. We welcome your enquiry. In fact our first meeting where we can discuss your current financial position and your future goals or dreams won’t cost you anything. 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. South Eastern Wealth Group Pty Ltd trading as South Eastern Wealth Corporate Authorised Representative No. 1298725 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL No. 229892

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Qualifications

To meet our high standards, businesses are requested to provide as much company information as possible (such as ABN details and any relevant industry qualifications). Oneflare has been provided with the following details for this business:

  • ABN

    ABN - 74 661 731 602

  • Certification

    SuperConcepts & ICFS Specialist SMSF course

    Success
  • Certification

    TASA and the Code of Professional Conduct Course 2019

    Success

Reminder: If your job requires a qualified or licensed tradesperson, always request details regarding any relevant professional licences before work has commenced and check those details on relevant industry databases to ensure they remain valid.

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Frequently asked questions

  • Are you an insured business and do you guarantee your work?

    Yes, South Eastern Wealth Group Pty Ltd trading as South Eastern Wealth Corporate Authorised Representative No. 1298725 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL No. 229892 As part of our licensee agreement, we hold PI Insurance and annual compliance and audit review.

  • What questions should a customer ask to hire the right service professional?

    As a customer of financial advice, you should ask about the longevity of the relationship. As a career adviser, our Wealth Management team foresee a 30+ year career, to truly be there for the clients through their working and retirement lifecycle.

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