South Eastern Wealth

South Eastern Wealth We are a Melbourne/Adelaide based financial planning business with over 25 years experience.

We can help you Prepare you for a Brighter Future with 'Financial Wellness'

We deliver financial wellness for our clients by partnering with them throughout their financial journey. As your financial adviser, Mark, with the help of his team, takes the time to get to know you and your situation to better understand what you can do to move from where you are now, to where you would like to be, in t

he present and in retirement. We provide specialist advice in the following areas:

* Retirement and Centrelink planning
* Personal Superannuation
* Employee Superannuation – Investment – Insurance Advice.
* Personal Protection – Life insurance and Income Protection advice
* Portfolio Construction.
* Direct Equities – Shares.
* Salary Packaging.
* Debt Management – Cash Flow & Income Planning.
* Margin Lending
* Self Managed Superannuation Funds

Mark Butters is an Authorised Representative (ASIC No 423985) of Lifespan Financial Planning Pty Ltd AFSL: 229892. South Eastern Wealth Group Pty Ltd trading as South Eastern Wealth ABN 74 661 731 602 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL No. 229892 ABN 23 065 921 735. Financial Services Guide- https://southeasternwealth.com.au/financial-services-guide/

The Reserve Bank of Australia (RBA) has made the decision to deliver another cash rate hike of 0.25 basis points, bringi...
17/03/2026

The Reserve Bank of Australia (RBA) has made the decision to deliver another cash rate hike of 0.25 basis points, bringing the official cash rate to 4.1 per cent.

The central bank has handed down its cash rate call for its March monetary policy meeting.

Steps to help you plan for a super retirement,Making superannuation contributions may have the potential for you to pay ...
28/11/2024

Steps to help you plan for a super retirement,
Making superannuation contributions may have the potential for you to pay less tax and, therefore, have more funds to invest, while growing your super balance faster thanks to the power of compounding.

Today, Australia’s superannuation system as a collective is nudging a staggering $4 trillion, underscoring the system’s growth and importance.

24/11/2024

Download your free Ebook on “5 Common Mistakes That May Ruin Your Retirement”


Download here

The ‘magic’ of compounding for investment success
21/11/2024

The ‘magic’ of compounding for investment success

Forget about location, location, location being the key to a good investment outcome. The key ingredient is time, time, time, which delivers the ‘magic’ of compounding.

11/09/2024

One of the most frequently asked questions is, ‘How much do I need to retire?’. While you may think of reaching for a calculator to tell you the answer, it goes much deeper than that. No magic number fits everyone, as it depends on your circumstances and what you want from life when you retire.


https://southeasternwealth.com.au/how-much-do-i-need-to-retire-in-australia/

Regardless of the type of work you do, there is always a possibility of falling sick or getting injured. That’s why ever...
16/06/2024

Regardless of the type of work you do, there is always a possibility of falling sick or getting injured. That’s why every Australian workplace has a health and safety obligation to provide safe work premises, assess risk and have workers’ compensation insurance.

Regardless of the type of work you do, there is always a possibility of falling sick or getting injured.

A Superannuation Guide for Self-Employed contribute to superannuation nest egg for retirement benefits do I co...
22/03/2024

A Superannuation Guide for Self-Employed
contribute to superannuation nest egg for retirement
benefits
do I contribute to super if I’m self-employed?

Often, self-employed people prefer reinvesting back into their businesses, hesitant to stash money away in superannuation.

How you can build your financial resilience
15/03/2024

How you can build your financial resilience

Resilience is the ability to quickly recover from setbacks, and while setbacks can come in many forms most of them will have a financial component.

09/03/2024

Address

Suite 1, Level 3 250 Camberwell Road
Camberwell, VIC
3124

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 6pm
Thursday 9am - 5:30pm
Friday 9am - 5pm

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