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Sefton Financial

  1. Eltham
  2. Eltham Insurance Agency

Reviews, get directions and contact details for Sefton Financial

Sefton Financial
"Sefton Financial is a third generation business drawing on 90 years of experience in the financial planing and insurance industry.Services we offer are:- Superannuation advice- Aged Care Advice- Income/Life/TPD & Trauma Insurances- Tax Effective Strategies- Investment Advice- Wealth Creation Strategies- Retirement Planning- Salary Sacrifice Advice."
Address: 4/741 Main Rd, Eltham VIC 3095, Australia
Phone: (03) 9431 3255
State: Victoria
City: Eltham
Zip Code: 3095


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
James has been my Financial Advisor for many years now. He has always provided honest, sound and realistic advice. Highly experienced and highly recommend the team at Sefton Financial. Thanks for all your assistance James
James and Sandra offer an incredible level of professional care. We have found them to always be willing to provide us with the most up to date and best financial advice. Sefton Financial go beyond what is expected and are most considerate when offering their services. They are always helpful in talking to us about planning our financial future. As a family, we highly recommend them.
James has been our financial advisor for almost 2 years and in that time he and his team have worked hard to give us the best options for our changing situations. His attention to our finances and understanding our our needs is impressive. James takes time and trouble to explain and make sure we understand. Although very professional, James and his staff feel like friends.
My partner Peter and I have dealt with Sefton Financial now for over 8 years and have nothing but much praise and satisfaction with his services to report. His personal attention to our needs and relevant advice for our specific situation has left us with increased financial security in the knowledge that his skills and attention will, if necessary, alert us to any advisable changes in our investments. So far James’ management of our assets has resulted for us in increased asset value and security. We can thoroughly recommend Sefton Financial as a reliable and dependable partner in managing your financial assets in the knowledge that James’ expertise will be to your benefit. Willem Tetro & Peter Jones
James and the team at Sefton Financial have been our financial advisers for the last few years now. Their industry experience and knowledge is second to none and James has been instrumental in setting up our finances that is tailored specifically to our families situation. I could not recommend them enough.
James has been a great advisor for me over the last 10 years. He has ensured my future will continue to be secure with proven results. Always pro active and easy to understand at my level.
James has been our advisor for a number of years implementing insurance and investment strategies and providing ongoing service. I highly recommend Sefton Financial.
Very Professional Team and also provide ongoing personal service. Highly recommend anyone to contact Sefton Financial....!
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