Welcome to Beach Wealth Advisers
Congratulations on taking the first step in considering your financial objectives and the financial health of you and your loved ones. Here, at Beach Wealth Advisers, we can provide you with the necessary financial advisory expertise that will assist you in meeting your financial goals.
Starting Out
20-35
- Choosing Superannuation
- Mapping Insurance Needs
- Saving and Reducing Debts
Settling In
35-50
- Reducing Tax Liablilities
- Re-assessing Insurance Cover
- Superannuation Strategies
Pre Retirement
50-65
- Determining Retirement Age
- Retirement Planning
- Estate Planning Arrangements
Recent News
15Apr
Transitioning to retirement with your health and sanity intact
0 CommentsImportant as it might be, many Australians quickly come to realise that it takes more than money to have a... Read More →
15Mar
Writing a Will – Four nerve-wracking decisions you might face
0 CommentsA long-term plan for your finances isn’t complete without a valid Will. Done right and it should provide the final... Read More →
What are our clients saying?
Kane has been managing our finances since we sold our business and retired in 2019. He is extremely knowledgeable about the tax and superannuation systems. He explains everything in such a clear and concise way that we always feel confident that we understand the actions he is recommending. He responds quickly to any queries and resolves issues quickly. We have also found Kane to be very friendly and interested in what we are doing so we enjoy our annual catch ups. We would definitely recommend Kane as a financial adviser. We feel that our finances are in safe hands.