{"id":1266,"date":"2023-10-23T02:33:36","date_gmt":"2023-10-23T02:33:36","guid":{"rendered":"https:\/\/sureserve.com.au\/?page_id=1266"},"modified":"2025-08-13T13:47:25","modified_gmt":"2025-08-13T02:47:25","slug":"sureserve-financial-services","status":"publish","type":"page","link":"https:\/\/sureserve.com.au\/","title":{"rendered":"SURESERVE FINANCIAL SERVICES"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;section&#8221; _builder_version=&#8221;4.23&#8243; custom_margin=&#8221;60px||||false|false&#8221; custom_padding=&#8221;2px||22px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row admin_label=&#8221;row&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_margin=&#8221;-3px|auto||auto||&#8221; custom_padding=&#8221;||10px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;Open Sans|||on|||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;40px&#8221; custom_margin=&#8221;-14px||21px||false|false&#8221; header_font_size_tablet=&#8221;36px&#8221; header_font_size_phone=&#8221;34px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>SURESERVE FINANCIAL SERVICES<\/h1>\n<p>[\/et_pb_text][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#09184B&#8221; text_line_height=&#8221;1.4em&#8221; header_4_font=&#8221;Open Sans|||on|||||&#8221; header_4_text_align=&#8221;center&#8221; header_4_text_color=&#8221;#09184B&#8221; header_5_text_color=&#8221;#09184B&#8221; custom_margin=&#8221;-15px||||false|false&#8221; animation_style=&#8221;none&#8221; link_option_url=&#8221;https:\/\/www.websites4smb.com.au\/website-design-build-market\/about-tammy-dodd\/&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; header_4_font_size_tablet=&#8221;20px&#8221; header_4_font_size_phone=&#8221;18px&#8221; header_4_font_size_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>Specialists in insurance, superannuation and retirement planning.<\/h4>\n<h4>We work with you to plan for your retirement.<\/h4>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;2_3,1_3&#8243; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;26px|auto||auto||&#8221; custom_padding=&#8221;5px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/sureserve.com.au\/wp-content\/uploads\/2023\/10\/lightbulb.png&#8221; title_text=&#8221;lightbulb&#8221; module_id=&#8221;ABOUT&#8221; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;-7px||||false|false&#8221; custom_padding=&#8221;0px|||||&#8221; animation_style=&#8221;slide&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#09184B&#8221; text_line_height=&#8221;1.4em&#8221; custom_margin=&#8221;-23px||||false|false&#8221; animation_style=&#8221;none&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><\/h2>\n<p><strong>Sureserve Financial Services<\/strong><span> is a boutique financial planning practice specialising in providing customised financial solutions for your future. <\/span><\/p>\n<p><span>We are an intergenerational business and have been in operation since the 1980s. <\/span><\/p>\n<p><span>We are committed to ensuring that our clients&#8217; strategies are not only appropriate but also easily understandable, and we are dedicated to spending the necessary time until this goal is achieved!<\/span><\/p>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#617B89&#8243; divider_weight=&#8221;4px&#8221; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||15px|||&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_image src=&#8221;https:\/\/sureserve.com.au\/wp-content\/uploads\/2023\/10\/rings.png&#8221; title_text=&#8221;rings&#8221; module_id=&#8221;SERVICES&#8221; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; animation_style=&#8221;slide&#8221; border_color_all=&#8221;#FFFFFF&#8221; border_color_top=&#8221;#5B9623&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#09184B&#8221; text_line_height=&#8221;1.4em&#8221; header_4_font=&#8221;Open Sans|||on|||||&#8221; header_4_text_color=&#8221;#617B89&#8243; custom_margin=&#8221;-15px||||false|false&#8221; animation_style=&#8221;none&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"p1\">Sureserve can help manage your investments, protect your income with insurance, and set you up for retirement. <span>We specialise in insurance, superannuation and retirement planning. We can protect you and your family and work with you to plan your retirement.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.24.2&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#09184B&#8221; text_line_height=&#8221;1.4em&#8221; header_4_font=&#8221;Open Sans|||on|||||&#8221; header_4_text_color=&#8221;#617B89&#8243; custom_margin=&#8221;-15px||||false|false&#8221; animation_style=&#8221;none&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>insurance<\/h4>\n<p>Insurance can sometimes be seen as a &#8216;grudge&#8217; purchase&#8230; 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.<\/p>\n<p>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.[\/et_pb_text][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.24.2&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#09184B&#8221; text_line_height=&#8221;1.4em&#8221; header_4_font=&#8221;Open Sans|||on|||||&#8221; header_4_text_color=&#8221;#617B89&#8243; custom_margin=&#8221;-15px||||false|false&#8221; animation_style=&#8221;none&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>SUPERANNUATION<\/h4>\n<p>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.[\/et_pb_text][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.24.2&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#09184B&#8221; text_line_height=&#8221;1.4em&#8221; header_4_font=&#8221;Open Sans|||on|||||&#8221; header_4_text_color=&#8221;#617B89&#8243; custom_margin=&#8221;-15px||||false|false&#8221; animation_style=&#8221;none&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>RETIREMENT PLANNING<\/h4>\n<p>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.[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/sureserve.com.au\/wp-content\/uploads\/2023\/10\/about-img.png&#8221; title_text=&#8221;about-img&#8221; force_fullwidth=&#8221;on&#8221; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;38px||9px|||&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_cta button_url=&#8221;https:\/\/sureserve.com.au\/wp-content\/uploads\/2025\/04\/GD_FSCG-3.0-20250331-Entiri.pdf&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;View and download our Financial Services and Credit Guide&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;|||on|||||&#8221; background_color=&#8221;#5EAA2D&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;18px&#8221; button_letter_spacing=&#8221;0px&#8221; button_font=&#8221;|||on|||||&#8221; button_use_icon=&#8221;off&#8221; button_alignment=&#8221;center&#8221; button_custom_margin=&#8221;||||false|false&#8221; custom_margin=&#8221;||18px||false|false&#8221; custom_padding=&#8221;10px|10px|10px|10px|false|false&#8221; link_option_url=&#8221;https:\/\/sureserve.com.au\/wp-content\/uploads\/2025\/04\/GD_FSCG-3.0-20250331-Entiri.pdf&#8221; link_option_url_new_window=&#8221;on&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_cta][et_pb_cta button_url=&#8221;https:\/\/akumin.com.au\/privacy-policy\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;View and download our Privacy Policy&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;|||on|||||&#8221; background_color=&#8221;#5EAA2D&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;18px&#8221; button_letter_spacing=&#8221;0px&#8221; button_font=&#8221;|||on|||||&#8221; button_use_icon=&#8221;off&#8221; button_alignment=&#8221;center&#8221; button_custom_margin=&#8221;||||false|false&#8221; custom_margin=&#8221;-10px||8px||false|false&#8221; custom_padding=&#8221;10px|10px|10px|10px|false|false&#8221; link_option_url=&#8221;https:\/\/akumin.com.au\/privacy-policy\/&#8221; link_option_url_new_window=&#8221;on&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_cta][et_pb_cta button_url=&#8221;https:\/\/akumin.com.au\/terms\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;View our Terms &#038; conditions&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;|||on|||||&#8221; background_color=&#8221;#5EAA2D&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;18px&#8221; button_letter_spacing=&#8221;0px&#8221; button_font=&#8221;|||on|||||&#8221; button_use_icon=&#8221;off&#8221; button_alignment=&#8221;center&#8221; button_custom_margin=&#8221;||||false|false&#8221; custom_margin=&#8221;||15px||false|false&#8221; custom_padding=&#8221;10px|10px|10px|10px|false|false&#8221; link_option_url=&#8221;https:\/\/akumin.com.au\/terms\/&#8221; link_option_url_new_window=&#8221;on&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_cta][et_pb_image src=&#8221;https:\/\/sureserve.com.au\/wp-content\/uploads\/2023\/10\/sureserve-logo-1.png&#8221; title_text=&#8221;sureserve-logo&#8221; align=&#8221;center&#8221; force_fullwidth=&#8221;on&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#617B89&#8243; module_alignment=&#8221;center&#8221; custom_margin=&#8221;-6px||14px||false|false&#8221; custom_padding=&#8221;10px|10px|10px|10px|false|false&#8221; border_radii=&#8221;on|3px|3px|3px|3px&#8221; border_color_all=&#8221;#617B89&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; module_id=&#8221;CONTACT&#8221; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; background_enable_color=&#8221;off&#8221; custom_padding=&#8221;17px||8px|||&#8221; top_divider_color=&#8221;#5B9623&#8243; top_divider_height=&#8221;8px&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#617B89&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_5,3_5,1_5&#8243; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/sureserve.com.au\/wp-content\/uploads\/2023\/10\/mailbox.png&#8221; title_text=&#8221;mailbox&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;-13px|||||&#8221; animation_style=&#8221;slide&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#09184B&#8221; text_line_height=&#8221;1.4em&#8221; header_4_font=&#8221;Open Sans|||on|||||&#8221; header_4_text_color=&#8221;#617B89&#8243; custom_margin=&#8221;-15px||||false|false&#8221; animation_style=&#8221;none&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4 style=\"text-align: center;\">Sureserve Financial Services<\/h4>\n<p style=\"text-align: center;\">Phone:\u00a0<span style=\"color: #3366ff;\"><a href=\"tel:93889199\" target=\"_blank\" rel=\"noopener\" title=\"Phone\" style=\"color: #5b9623;\">(02) 9388 9199<\/a><\/span><br \/>Email:\u00a0<span style=\"color: #33cccc;\"><a href=\"mailto:info@sureserve.com.au\" style=\"color: #5b9623;\">info@sureserve.com.au<\/a><\/span><br \/>PO Box 853, Bondi Junction NSW 1355<\/p>\n<p>[\/et_pb_text][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;7efc7c4a-4595-4bcf-96aa-ce8d1ba2c038&#8243; text_line_height=&#8221;1.4em&#8221; custom_margin=&#8221;||||false|false&#8221; animation_style=&#8221;none&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #09184b;\">Gregory Dobrin (ABN 65 481 761 312), trading as Sureserve Financial Services is an authorised representative and credit representative of Charter Financial Planning ABN 35 002 976 294, Australian Financial Services Licence and Australian Credit Licence No. 234665.<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"color: #09184b;\">This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"color: #09184b;\">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.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.23&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sureserve Financial Services is a boutique financial planning practice, specialising in providing custom financial solutions for your future. Specialists in insurance, superannuation and retirement planning. 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