• The Southern Cross team looking after you

    SC team sq sml
  • Your Journey with Us

    At Southern Cross Wealth Management we’ll assist you to identify your goals and then put the necessary plans in place to achieve them. We do this by taking the time to understand your specific personal financial situation then develop a financial plan that is uniquely yours.
    When you talk with a Southern Cross Adviser you are in control and well informed. Our clients are surprised at the opportunities available to them and the difference in what they can achieve with experienced and professional guidance.

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  • Giving Back

    • 86516473

      Probono Work

      We are firm believers in giving something back to the community and supporting those less advantaged or suffering financial hardship. We therefore offer a small amount of our time to taking on clients who are suffering severe financial hardship, cannot afford to access advice or who feel they have not been treated fairly by larger companies or super funds. We are unable to help everyone however if you wish to be considered please contact us on the contact details found at the bottom of this page, providing a brief outline of how we can help and we will be in contact with you to discuss if y…

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    • Young Indian Girls

      Yosadara Girls Orphanage – Sri Lanka

      Southern Cross Wealth Management supports the Yosadara Girls Orphanage in Sri Lanka. Yosadara is in Galle City and helps on average 30 orphaned and abandoned girls who have no other family to look after them. Donations go towards maintenance of the building which is over 80 years old and essential supplies like clothes, shoes and books and sanitary goods If you would like to support Yosadara Girls Orphanage please check out their Facebook Page to read more about them and to see how you can help

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  • Testimonials

    • 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.

      Eric – Finance Broker -WA
    • 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

      Rachelle – Executive Assistant WA
    • 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.

      Lance – Credit Analyst – WA
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Call us today for an obligation free consultation 08 9335 8333