Services

We have been dealing with SFR ever since we had a super and we have dealt with Dean from the beginning. Our fund has done well, thanks in no small part to Dean’s contribution. We have now gotten them to keep all our books. Above all, we have now become friends and have mutual trust. We will certainly recommend his company.

For a number of years my late husband and I have trusted Self Funded Retirement Planners (WWW.sfradvisory.com.au) to look after our financial affairs. During that time, Dean and Garth's advice produced excellent returns in buying and selling our shares. When my husband died, they advised me and helped me with legal and financial matters. I have continued with the SFR Advisory Group due to their friendly, informative manner when providing me with up to date advice concerning my Superannuation and Tax. I couldn't manage my Superannuation financial matters myself. Especially due to the efforts of Dean and Garth, I have peace of mind; as they have ensured that I have a secure retirement. I have complete trust in SFR Avisory to continue to work in my best interest. Thank you Dean and Garth. Heather M. 15th January, 2019

“Have a Good Day”, in fact have lots of them “ALL THROUGH RETIREMENT”!
In my experience, it is a rare occasion that you find on taking that (mythical) step we call “Retirement”, that we are ready and organized. I wasn’t.

Yes, I knew I had to plan for this and I wanted to be responsible and there were so many questions. Best plans of mice and men, out of the blue, to take advantage of an unexpected situation I had to do it NOW! I was only 58 and still new to the Country, minimal savings, mortgage, kids at college…you know what I mean.

I went on a six month’s survey, I went to every seminar, researched all that was on offer. It seemed to be, no matter what, you handed over whatever you had and lost all control! You should find out, it’s not going to cost you anything and SFR Planners have all the answers.
I’m in my eighties now and have been with them for seventeen years. Garth and his team won’t let you down and it still remains your show.

I have been a client of SFR Planners. since they were formed in 1994. Prior to that I was a client of a company called Terrace Counsellors from 1992 and my advisor was Mr Garth Lovelace the now managing director of SFR Planners. Garth Lovelace advised me that he was about to start his own company and as my prior adviser before I met Garth had retired I was happy to become a client of SFR Planners.
What attracted me to SFR Planners was that Garth had with him other advisors Dean Sampson and others and all were ethical and understanding people.
The following is why this company is to be admired,
1. They are not affiliated with any public company and that means that do not direct investments to companies where there could be double commissions.
2. There are no trailing commissions.
3. There is no churning of investments.
4. Meetings with your advisor are included in yearly payments so no extra charges.
5. Other services can be accessed I.E. Taxation Returns, Property Advice etc. on request.
The understanding and friendly advice of clients personal problems have helped many including myself.
I strongly recommend this company.

Self-managed super is not a headache for my family and me thanks to SFR – we have enjoyed many years of peace of mind and hassle free investing. We derive enormous comfort from the calming advice we get from our SFR Adviser who is always available and responds to our needs swiftly. All our wealth is managed through SFR and we are very glad that it is