Welcome to South City Brokers, a boutique Perth financial planning firm dedicated to making a meaningful impact on our clients’ lives and financial futures. With over two decades of experience, our team is committed to providing quality, long-term advice that positions our clients for success. Our philosophy revolves around empowering individuals at every stage of their financial journey, ensuring they are prepared for life’s challenges and opportunities.
At South City Brokers, we offer a comprehensive range of financial planning services in Perth, backed by our own Financial Planning License for greater independence and flexibility. From assessing Super funds and making sound investment decisions to managing debt effectively and planning for retirement, our team is here to guide you through every financial decision. We believe in creating a secure financial future for our clients, symbolized by our logo’s representation of life’s cyclical nature.
Our dedicated team, led by Director and Financial Planner Steven Kerbel, is committed to building genuine, lifelong connections with our clients. With a focus on proactive financial decisions and personalized strategies, we aim to empower individuals to take control of their financial affairs. Whether you’re planning for retirement, navigating aged care decisions, or seeking guidance on estate planning, South City Brokers is here to support you on your journey towards financial empowerment.