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
19Mar
2019 Beach Wealth Advisers Footy Tipping
0 CommentsCarlton and Richmond kick off the 2019 AFL season this Thursday night, and Beach Wealth Advisers is running a tipping... Read More →
08Mar
AMP Oliver’s Insights – Australia slides into a “per capita recession”
0 CommentsAMP’s Dr Shane Oliver discusses the outlook for the Australian economy following another quarter of very weak growth and what... Read More →
What are our clients saying?
I couldn’t recommend Kane’s services more highly, and have done so for several of my friends, family and colleagues. Kane is personable and easy to relate to, and yet I have found his professional ability to grasp and interpret the complexities of financial planning to a layman like myself, extremely valuable (and a relief).