South East Financial Group – Financial Planning & Mortgage Broking

We are qualified financial services professionals who love helping our clients to reach their financial and lifestyle goals. Our aim is to provide balanced advice that is achievable. Melbourne based but work remotely so able to connect wherever you are.

Our areas of expertise include:

• Debt management – we can source finance as needed, as well as look for ways to help you reduce your debt.
• Cashflow and Budgeting – 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.
• Tax Effectiveness – tax is a part of life, however, it can be reduced.
• Ongoing support – we can coach you along the way to keep you on track