Seagrims-financial-planners-river-murray-south-australia
Seagrims-accounting-bethany-wines
Seagrims-financial-planners-sevenhills-winery
Seagrims-south-australia-seppeltsfield

About Us - Seagrims - Your Financial Planners

What We Provide:

With offering services throughout South Australia, our team provides an extensive range of investment, taxation, wealth creation and asset protection solutions to our clients. Our Financial Advisers and Strategic Partners have access to a broad range of services and products that enable us to provide you with your own financial freedom. What we recommend to each client is based on the quality, performance and price of the product after taking into account each client's individual needs.

Our focus is first and foremost to ascertain your lifestyle goals and develop the specific financial strategies that will help achieve them. Once identified, we then source the most suitable products structures or services to achieve these goals.

Our desire is to work with you over the long term to build these goals while importantly ensuring you are involved and informed throughout the entire planning process.

We are not required to promote any particular investments or products from any one provider. We purchase external research to assist us in assessing the suitability of investments or products that will ensure our client’s goals are achieved.

In developing a workable strategy for each of our clients, Seagrims - Your Financial Planners take into careful consideration the following key points:

  • Your Lifestyle Goals
  • Your Required Rate of Return
  • Your Desired Timeframe
  • Your Available Assets for Allocation (cash flow)
  • Your comfortable level of Risk 

Seagrims - Your Financial Planners operates through Compoint Pty Ltd ATF The Augusta Trust and is licensed through Madison Financial Group which is in the Top 20 not-institutionally aligned planning groups, AFSL 246679

 

Explore some of our valued partners and associates

  • Madison_logo_square
    Madison Financial Group
  • Asx-australia-logo
    Australian Stock Exchange
  • Business-council-of-australia-logo
    Business Council of Australia
  • Committee-for-economic-development-of-australia
    Committee for Economic Development of Australia
  • Financial-services-accountants-association-logo
    Financial Services Accountants Association
  • Kaplan-logo
    Kaplan Professional
  • Australasian-legal-info-insitute-logo
    Australasian Legal Information Institute
  • Institute-of-actuaries-logo
    Institute of Actuaries of Australia
  • Assoc-of-superannuation-funds-australia-logo
    The Association of Superannuation Funds of Australia Limited
  • Women-in-banking-finance-logo2
    Women in Finance
  • Acoss-logo
    Australian Council of Social Service
  • Moneymap-logo
    Moneymap
  • Macquarie-forward-thinking
    Macquarie
  • Outsource_logo_square
    Outsource Financial
  • Afc_col_vertical
    StateWide Superannuation