Our Services

Wealth is a relative term. But as one of our valued clients you will appreciate the richness of experience that our people offer.

Before designing the right solutions we spend a lot of time asking the right questions. Your financial journey will be dictated by your needs and circumstances not those of somebody else — the journey is personal and therefore tailored to you.

Your financial journey will be dictated by your needs and circumstances not those of somebody else — the journey is personal and therefore tailored to you.

To us, the process is as important as the strategies and services involved. Our approach revolves around your individual requirements, and that applies to the solutions we develop as much as it does to their implementation and ongoing management.

Our end-to-end process is transparent and helps provide a clear view of what your goals are and exactly how the financial strategy we design with you is taking you ever nearer them.

Wealth is a relative term. But as one of our private clients you will appreciate the richness of experience that our people offer. This experience crosses a wide variety of services, including but by no means limited to:

Wealth Management Services

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Expert investment advice and management

Providing specialized guidance and oversight to clients regarding their investment portfolios, aiming to optimize returns and manage risks in accordance with individual financial goals and market conditions. This service often includes personalized strategies, asset allocation, and ongoing monitoring to help clients make informed decisions and achieve their desired financial outcomes.

Seabridge Wealth_Intergenerational Wealth Planning

Intergenerational
Wealth
Planning

Advice on the strategic process of managing and preserving wealth across multiple generations within a family. This involves comprehensive strategies such as estate planning, tax optimization, and the creation of trusts or structures that aim to ensure the seamless transfer of assets and financial well-being from one generation to the next while considering legal, financial, and personal considerations.

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Complex estate and
succession planning

Assisting you with the preparation of wills that outlines your wishes for the distribution of your assets and belongings after your passing. This includes specifying who will receive your property, money, and other possessions, as well as designating guardians for any minor children you may have. Estate planning also encompasses broader considerations such as minimizing taxes, establishing trusts to protect assets, setting up powers of attorney for financial and medical decisions, and ensuring that your affairs are managed smoothly according to your preferences, providing both financial security and peace of mind for you and your loved ones

Seabridge Wealth_Superannuation Advice

Superannuation
Advice

Providing expert guidance to individuals about optimizing their retirement savings and investments within the superannuation system. This includes strategies for contributing to superannuation funds, selecting appropriate investment options, and structuring retirement income to ensure long-term financial security during retirement years.

Seabridge Wealth_Philanthropic Advice

Philanthropic Advice,
Structuring and Management

Philanthropic advice, structuring, and management within the Australian financial services context involve providing specialized guidance and support to individuals, families, or organizations interested in making meaningful and strategic charitable contributions. This encompasses helping clients define their philanthropic goals, creating effective giving strategies, establishing philanthropic vehicles like foundations or trusts, managing charitable investments, and ensuring that the impact of their philanthropy aligns with their values and objectives while adhering to regulatory requirements and best practices.

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Personal and Business
Structuring Advice

We tailor recommendations to individuals and businesses on optimizing their financial arrangements and organisational setups. This encompasses strategies for tax efficiency, asset protection, estate planning, and legal structures, aiming to align client’s personal and business goals.

Our Approach

Scope the advice you need

As an experienced and independent boutique financial advice firm we understand the value of sound financial advice. Sound advice helps you answer the big questions that you have, whether they be: planning for retirement; reducing your tax or other costs; building your asset base; or managing potential risks to you achieving your goals.

Seabridge Wealth helps clients identify their individual needs and set priorities. We take the time to understand your circumstances and build bespoke solutions for achieving your goals. With you, we can create your financial roadmap and partner you along the journey ahead.

Identify the pathways to achieve your lifestyle

These pathways have different risks and opportunities which we help you understand and navigate. We seek to highlight the opportunities and shine a light on the risks and how they can be addressed. The aim is to build a bespoke plan that you feel is right for you based on you making informed decisions.

Implementing your plan

We then implement your plan from beginning to end. We recognise most people are busy and are not familiar with the complex world of finance, so we set up your plan by attending to the details required and keep you up to date with where it is at.

Advice to you may be in several stages over time as we address the most important needs identified with you first. Over time, we monitor your plan and, with you, review progress against your goals. Like all plans, as life deviates from what was its expected course, we will adjust your plan with you, keeping a focus on what is important to you.

With you, we can create your financial roadmap and partner with you along the journey ahead.

Arrange a complimentary, introductory meeting today.