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
10Jun
Barwon Heads Satellite Office
0 CommentsWe are excited to announce the opening of our first ever satellite office, located in Barwon Heads! The new office... Read More →
28May
June Business Operations Update: COVID-19
0 CommentsAs we race along towards the end of the financial year, we felt it timely to provide an update on... Read More →
What are our clients saying?
Kane has always been considerate of my lifestyle needs and available resources, when providing informed and sound management of my financial situation. He explains financial strategies to me in a clear and informed manner, and I have found him to be readily contactable. Coupled with his skills in financial management, it is the effort Kane makes to understand his clients individual lifestyle and interests, that is important to me.