Sureserve Financial Services specialises in providing custom financial solutions for your future.

Sureserve is a boutique financial planning practice, specialising in:

  • personal insurance
  • business insurance (key man insurance and buy sell insurance)
  • insurance claims assistance
  • superannuation and retirement planning

We are an intergenerational business and have been in operation since the 1980s

We love to make sure our client’s strategies are appropriate and understandable, and we are happy to spend the time till it is!

Sureserve Financial Services Pty Ltd ABN 44 001 581 871

is an authorised representative of Charter Financial Planning, Australian Financial Services Licensee Licence number 234665 All information and advice is for the private use of the person to whom it is provided. The Authorised Representative provides you with advisory services in accordance with the disclosures in the Financial Services Guide. Charter Financial Planning is responsible to you for all conduct.