Explore the Services We Offer
Identify Your Goals
We help you identify your financial and lifestyle goals. The type of advice you need could depend on your life stage, the amount of money you want to invest, and the complexity of your affairs.
We help you to identify the range of issues that need to be addressed to meet your goals. You may choose to address some or all goals and issues.
Consider Your Opportunities and Risks
We assess your current situation and investigate a range of strategies and financial product options for you to reach your goals.
Bridging the Gap
Based on our discussions with you and the research conducted by us, we will devise a strategy to bridge the gap between where you are now and where you want to be.
Bring Your Plan to Life
We work closely with you to implement your financial strategy. We help you complete any necessary paperwork, and we're available to attend meetings with your accountant, solicitor, and general insurer, so your strategy is implemented efficiently.
Staying on track
With time, your circumstances will change, and your financial plan will need to be adjusted. We design an ongoing service program to ensure your plan stays on track to meet your goals. Sometimes life takes us in unplanned directions. When you need a little extra help, just ask us for additional advice. We are here to help you – whatever the occasion.
Young and Mid-Life
You own your own home, or perhaps you're saving to buy your own home soon.
You may be married or have a partner; perhaps you have children or are thinking of starting a family soon. You might even have your own business.
We can show you how to protect your future and your family against unexpected death, illness or injury and provide valuable peace of mind.
Pre-Retirees and Retirees
With 20 or more years of retirement ahead of you, your priorities will depend on how well you've prepared.
We can guide you through the ever-changing superannuation and investment landscapes and help to clear the confusion in this age of seemingly endless information and change.
We enjoy seeing clients gain the confidence to make informed decisions so they can get on with enjoying the things that matter most to them.
The Trustee for SF Unit Trust (ABN 67 167 930 741) trading as Precept Financial Services is an authorised representative and credit representative of Charter Financial Planning Limited, Australian Financial Services Licensee, and Australian Credit Licence No. 234665
This website contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.