Financial Planning in Port Macquarie & Surrounds

Retire in Style with Confidence and Certainty.

Seaview Financial is a leading, Port Macquarie based, wealth management firm specialising in financial and retirement planning. Each client’s unique circumstances and attitude form the basis for our personalised services. We will help you know what you need and assist you in retiring the way you want. Whatever stage of life you are in, our experts will guide you towards a confident and secure future.

Our services Contact Us

We’re here to help you create the financial life you want.

The first step is our Initial meeting, where we ask a lot of questions, and identify where we may be able to add value to your situation. If we all agree that we can help, and you want to progress to the next stage, we would detail a fixed fee for our initial advice, and any structural changes we would propose.

What happens at a first meeting?

The purpose of the first meeting is to know what makes you happy in your life and understand your priorities. Then, we will let you know how we may be of assistance to create a realistic road map for success to achieve your life priorities through financial planning.

Some examples of work we carry out:

• Preparation of comprehensive financial plans and investment strategies
• Planning for clients in the years leading up to retirement
• Review of current superannuation and insurance arrangements

Take the next step and contact us today, you will be glad you did.

Meet with us

    A selection of our services.

    Whether you have a specific need such as looking for a better rate on your home loan, making sure your insurance cover meets your needs or you’re considering how to develop and implement a tailored retirement, wealth creation or wealth management plan, we can help.

    Financial Planning
    When it comes to financial planning our focus is to work with you to achieve your lifestyle and financial goals by helping you plan and take action to create, manage and protect your wealth.

    Superannuation Solutions
    Whether it’s through the assessment of fund managers or helping you find your lost superannuation, we can assist you regardless of what stage you are at in life.

    Insurance & Risk Management
    We will work with you to select the right products and levels of cover to protect your income stream when you are unable to earn an income due to illness or injury, or to provide for your family in case of death or disability; while maximising cost savings in the process.