Contact us for an obligation free consultation and start looking after your financial future today.
Retirement Planning &
Investment Advice
Retirement Planning
Our bespoke retirement strategies will help you to:
• Maximise Centrelink payments through tailored planning techniques
• Maximise the benefits of your superannuation concessions
• Organise your affairs to minimise tax by working with your accountant to take advantage of the latest tax strategies
• Ensure you are on track to meet your retirement goals and assist in formulating strategies iito help you with achieving these goals.
Investment Advice
We provide personalised Investment Advice that carefully considers your attitude to risk and investment objectives, while maximising your returns.
The Southern Cross Wealth Management team draw on their wealth of knowledge to advise on:
• Effective wealth creation strategies
• Your investment choices
• Appropriate investment vehicles
• Tax effective investment strategies
Superannuation, Investment
Advice, Cashflow & Budgeting
Superannuation
Our superannuation advice services Include:
Investment Advice
We provide personalised Investment Advice that carefully considers your attitude to risk and investment objectives, while maximising your returns.
The Southern Cross Wealth Management team draw on their wealth of knowledge to advise on:
• Effective wealth creation strategies
• Your investment choices
• Appropriate investment vehicles
• Tax effective investment strategies.
Cashflow & Budgeting
Southern Cross Wealth Management can help you with preparing a personalised budget designed to help you take control of your finances and reach your financial and lifestyle goals.
Insurance, Estate Planning
Insurance – Income Protection, Disability and Life Insurance Advice
Our approach to Insurance Advice generally follows these principles:
Our Wealth Protection service is supported by a comprehensive insurance comparison from a range of providers to find the right solution for you.
Estate Planning
We can help you get in touch with one our trusted Estate Planning professionals who can help you with:
At Southern Cross Wealth Management we are focussed on educating and empowering you to make informed and smart decisions about your financial affairs. The core of how we work with you is PARTNERSHIP. You bring us your Goals, Challenges and Aspirations – we will bring you the best financial advice and strategies on how to best meet them.
Keith worked in the financial sector in London for 10 years before relocating to Perth where he requalified as a Financial Adviser in 2003.
Keith thrives on helping his clients navigate through the financial maze of legislation, complexities and products to arrive at a solution that has been customised for them that they fully understand.
Keith is an authorised representative of Oreana Financial Services; he holds a Bachelor of Science (Hons) degree majoring in Business Studies from Surrey University in the UK. Other qualifications include a Diploma of Financial Planning, UK Financial planning certificate and Investment Management Certificate. Keith is also a member of the AFA.
Fiona has more than 17 years of experience in finding financial solutions for our clients. Prior to joining our team, Fiona was a financial planner at a major stockbroking and financial planning firm. She has recently taken a different career path to find work life balance. Looking after her children and seeing them growing up have become her main priorities.
Fiona’s experience and technical knowledge enable her to deliver a holistic financial solution to achieve the best possible outcome for our clients.
Fiona has a Master of Financial Planning degree and a Master of Finance degree. She is also a Certified Financial Planner.
Libby joined Southern Cross Wealth Management as a Paraplanner in 2018, having previously specialised in a client services capacity. Prior to this, Libby spent 7 years working in London for a leading global information services company, coordinating the technical division.
Libby has Bachelor of Business Management and Diploma in Financial Planning. Libby is driven by helping clients better understand their financial position and developing strategies which assist clients in reaching their financial goals.
In her spare time, Libby enjoys working out at the gym and watching her children participating in their many sporting and musical pursuits.
Suzanne joined the team at Southern Cross Wealth Management in 2014. Suzanne has worked in the Financial Services industry as a Paraplanner since 2010 and holds a Bachelor of Commerce from Curtin University, majoring in Financial Planning.
Suzanne is passionate about financial planning and thrives on achieving exceptional outcomes for clients. In her spare time, she enjoys arts and crafts and is an accomplished sewer. She likes to travel and spend quality time with her family.
I would just like to thank you for all the assistance you have provided to my clients. The feedback I have received from my clients has been second to none. Thank you for your Professional and Courteous manner when dealing with my clients.
Keith analysed what our existing policies offered and then determined what options there were in the market which offered better cover and/or cheaper premiums. At the end of the process we had more comprehensive policies with significant savings . Without his help we would still be lost in the insurance maze! Thankyou
The high standard of personal service that I receive from SCWM, and the fact that they are fully in tune with my situation, is the main point of difference between them and the rest. I appreciate that SCWM operate with the highest possible integrity, provide relevant advice, and don’t try to baffle me with bulldust. It all helps to reduce the worry around the financial side of retirement.
Keith assisted transferring a UK Superanuation to a QROPS scheme. Talk to Keith at SCWM before you make a decision it will save you time and $$$$$$$$ and you will get honest advice which will pay dividends. He provided sound advice based on thorough and unbiased research in a Financial Minefield.
Dealing with Keith is a dream, so attentive, so switched onto my needs, so reliable. With his personal touch, he is clearly a trailblazer in his field.
Keith worked hard to understand our current financial situation and requirements for the future, enabling him to provide appropriate investment advice. He was friendly and knowledgeable, and all reporting and correspondence was concise and efficient.
Over the past 3 years, SCWM have helped us to clarify our financial goals and effectively plan how we will achieve them. I’ve recommended SCWM to a number of friends and colleagues and would do so to anyone seeking a valued financial partner offering quality advice and exceptional service
We are based in Perth and provide the option meet with you in person at our Balcatta office or via Zoom if that’s easier for you.
Southern Cross Wealth Management
10 Whipple Street, Balcatta WA 6021
P.O. Box 896, Balcatta WA 6914
