Sefton Financial is a third-generation financial planning business with over 90 years of experience in providing security and protection for clients, their families, and assets. specialising in Superannuation, Life Risk Insurance, and estate planning, Sefton Financial offers personalized advice focused on long-term relationships and financial success. Their strategy-focused approach, built on quality financial analysis and client service, aims to create and protect wealth while addressing day-to-day financial needs and challenges.
With a commitment to client service excellence and ongoing adviser education, Sefton Financial helps clients navigate complex financial landscapes, including investments, retirement planning, and aged care decisions. Their team of qualified experts, led by James Sefton, offers tailored financial strategies to meet individual goals and aspirations. By understanding clients’ needs and goals, Sefton Financial provides comprehensive advice to ensure financial security and peace of mind.
Sefton Financial’s services extend beyond traditional financial planning to include assistance with insurance needs, such as personal insurance policies and protection against sickness, injury, and death. By helping clients determine the right level of coverage and selecting suitable insurers, Sefton Financial ensures that individuals and families have the necessary protection and financial security in place. With a focus on building long-lasting relationships and providing quality advice, Sefton Financial is dedicated to helping clients achieve their financial objectives and navigate life’s financial challenges.