Firm Partnerships with Individuals & Businesses
The Sedley Koschel Firm is committed to forming a life-long partnership with each and every client. We are a multi-divisional financial services firm able to offer truly holistic advice to both individuals and businesses. Our advice is tailored to suit your individual circumstances through each life stage.
The Sedley Koschel commitment to excellence is evident in our professional and friendly team, eager to share their expertise across such complicated services as tax minimisation, business structuring, asset allocation, risk insurance, estate planning, investment strategy and debt reduction.
Our Approach
As a holistic financial services firm, Sedley Koschel draw upon our accounting and tax, financial planning, superannuation, finance and insurance divisions to develop a comprehensive plan for the creation, accumulation, protection and transfer of your wealth.
The first step in the Sedley Koschel approach to assisting you reach your business and financial goals is to ‘listen’ to your individual needs, circumstances and goals.
Our team then work closely with you to help clarify and quantify your goals. We draw upon the experience and technical expertise from various team-members across all divisions to develop and implement strategies which will help you achieve your goals.
At Sedley Koschel, we aim to develop long-term business relationships – we monitor the progress of your achievements together.
Our Core Values
- Exceptional client experience
- Continuous improvement
- Positive attitude
- Integrity
- Innovation
Our Purpose
Creating financial freedom and an abundant life.
Client Testimonials
Read our most recent customer feedback to find out how the Partners and Team at Sedley Koschel, deliver our Core Values and Purpose through our client interaction.
We offer a range of services including Financial Planning & Advice, Will and Estate Law, Probate Law, Investment Advice, Tax returns, Wealth Advice, Conveyancing, Wealth Management, SMSF superannuation and much more.
