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
15Jun
Good Budgeting: Finding Your Perfect Match
0 CommentsThere’s no one-size-fits-all approach to managing your money. And especially when it comes to budgeting, the method that works for... Read More →
14May
Spotting the Signs of Elder Abuse
0 CommentsWhile many of us would rather not think about it, elder abuse is an ugly reality in Australia. According to... Read More →
What are our clients saying?
Kane has been managing our finances since we sold our business and retired in 2019. He is extremely knowledgeable about the tax and superannuation systems. He explains everything in such a clear and concise way that we always feel confident that we understand the actions he is recommending. He responds quickly to any queries and resolves issues quickly. We have also found Kane to be very friendly and interested in what we are doing so we enjoy our annual catch ups. We would definitely recommend Kane as a financial adviser. We feel that our finances are in safe hands.