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
26Aug
2019 Beach Wealth Advisers Footy Tips Winner!
0 CommentsThe 2019 AFL home and away season has produced the tightest finish to the Beach Wealth Advisers Footy Tipping competition... Read More →
08Aug
AMP Oliver’s Insights – Escalating US-China trade war
0 CommentsAMP’s Dr Shane Oliver discusses US-China trade war and the implications for markets in this edition of Oliver’s Insights. Dr... 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).