VISION FOR GREATNESS

What does your greatness look like? How does it look and feel to live your best life? We want you to live the way that you desire, and together we will work to create alignment between your vision and the numbers. 

WHO IS
SOUTH EAST FINANCIAL GROUP?

We are qualified financial service professionals who love helping our clients with all of their financial goals – no matter how big or small. We believe that trust, integrity and professionalism are critical to building long-term relationships to support our clients through all stages of life. We are not aligned with any financial product provider so our aim is to always provide balanced advice.

HOW CAN WE HELP YOU?

We can support you with any of the following: 

  • Cashflow and Budgeting – we can help you manage your incomes, budget and make your everyday lives a little easier.
  • Investments – look to start or create more wealth.
  • Superannuation – make sure that your super is set up so that it is growing.
  • Insurance – protecting your wealth and loved ones.
  • Retirement Planning – retire the way you want.
  • Debt – sourcing finance or reducing debt.
  • Tax Effectiveness – tax is apart of life, however, it can be reduced.
  • Ongoing support – we can continue to coach you along the way to keep you on track with your goals.

CONTACT US

Contact us for a no obligation initial conversation to find out how we can support you and your financial future. 

Shane Debernardi CFP®
Certified Financial Planner & Mortgage Broker
Ph: 0400 094 488
Email: shane@sefinancialgroup.com.au

Suzannah Gilardi
Mortgage Broker
Ph: 0402 784 228
Email: suzannah@sefinancialgroup.com.au

South East Financial Group Pty Ltd trading as South East Financial Group is a Corporate Authorised Representative of Synchron for financial planning services, AFS Licence No. 243313.

South East Financial Group is a Credit Representative of AFG for Mortgage Broking Services.

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

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Copyright South East Financial Group 2020.