About Us - Seagrims' Team of Accountants & Financial Planners
Seagrims is an independently owned* financial planning & accounting group with over 20 years experience working with both Personal and Business clients. With the 'sea-change' and 'tree-change' retirement plans of many of our clients we now have clients spread across Australia and even some overseas.
With offices throughout South Australia, our team offers 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. 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.
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 for our clients.
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.
In developing a workable strategy for each of our clients, Seagrims 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 is licensed through the independently owned* WealthSure Financial Services which means advice and products remain independent of institutions or product manufacturers.
WealthSure Financial Services has over 300 authorised advisers in Western Australia, New South Wales, Queensland, Victoria, ACT, South Australia and Tasmania. WealthSure is independently owned and is a principal member of the Association of Independently Owned Financial Planners (AIOFP).
All of WealthSure's authorised advisers are experienced practitioners qualified to tailor financial plans and strategies to their clients' individual needs. All advisers meet industry training and continuing education standards and must abide by a strict code of ethics and rules of conduct.
The group has close associations with all of the major investment institutions and has an extensive approved product list for financial planning clients. WealthSure is committed to providing superior financial service to all of its clients.
*Independently Owned means that Seagrims / WealthSure is not owned by any Institutions or Product Manufacturers.
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"The greatest thing in this world is not so much where we are, but in what direction we are moving."
O.W. Holmes
