SURESERVE FINANCIAL SERVICES

Specialists in insurance, superannuation and retirement planning.

We work with you to plan for your retirement.

Sureserve Financial Services is a boutique financial planning practice specialising in providing customised financial solutions for your future.

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

We are committed to ensuring that our clients’ strategies are not only appropriate but also easily understandable, and we are dedicated to spending the necessary time until this goal is achieved!

Sureserve can help manage your investments, protect your income with insurance, and set you up for retirement. We specialise in insurance, superannuation and retirement planning. We can protect you and your family and work with you to plan your retirement.

insurance

Insurance can sometimes be seen as a ‘grudge’ purchase… until you need it, and then it becomes a valuable investment. Our approach ensures that you and your loved ones are financially protected with appropriate and affordable coverage that is also tax-effective. Life, TPD (Total and Permanent Disability), Trauma (Critical Illness), Income Protection, and Business Expenses Insurance are all tools we use to ensure your well-being.

We have successfully helped clients claim more than $25,000,000 in insurance benefits. We understand the intricacies of the claims process and work diligently to ensure you receive all entitled benefits.

SUPERANNUATION

The ability to fund your retirement is liberating and empowering. Ensuring that your retirement goals are met starts during your working career. Creating a strategy for a self-funded retirement and witnessing it come to fruition is an experience everyone should have.

RETIREMENT PLANNING

The number one fear people have in retirement is outliving their money. Enjoying the fruits of your labour without stress and generating a sustainable retirement income is an achievable goal.

Sureserve Financial Services

Phone: (02) 9388 9199
Email: info@sureserve.com.au
PO Box 853, Bondi Junction NSW 1355

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.