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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

Ready to Retire

65+
    • Consolidate Savings
    • Review Expenses & Strategies
    • Aged Care Advice

Recent News

27Sep

First Home Super Saver Scheme

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From 1 July 2018, individuals have been able to apply to the ATO to withdraw voluntary superannuation contributions made since... Read More →
13Sep

Downsizer Superannuation Contributions

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New legislation came into effect from 1 July 2018 which introduced a new category of superannuation contributions, referred to as... Read More →

What are our clients saying?

In late 2015 we entered into an agreement with Beach Wealth Advisers to administer and advise on my elderly mother’s financial affairs after the death of her husband.

We were recommended to meet with Greg Duff, and we can see why he comes with such great praise.

Neither my mother or myself have any formal financial experience so we were completely in Greg’s hands. Added to that were the complexities of my late step father’s Will, which required a one off individual actuarial review by Centrelink which was unique. Greg liaised with Centrelink and managed to get us a favourable outcome. At all times he kept us fully informed of where we were at.

Greg was able to visit my mother at her house to discuss her circumstances and his advice, which was particularly convenient.

Not only would we thoroughly recommend Greg on a professional basis, we would also recommend him due to his personal warmth and friendship.

David and Patricia, Grovedale

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