Led by Robert Koschel, a certified financial advisor and renowned wealth planner, we offer comprehensive financial planning for every stage of life. Our qualified team of top financial advisors and planners in Australia is dedicated to a “whole-of-life” approach for each client. We also provide Australia-wide support via Skype and teleconference for FIFO and overseas clients.
Financial planning is essential for developing effective strategies to strengthen your financial security and meet your goals. These strategies go beyond employment or business income, ensuring sustainable wealth. Our process begins with a detailed analysis of your current financial position and goals. We then create a step-by-step plan, which we regularly review to minimize tax liability and financial risk as your life circumstances evolve.
With over 40 years of experience, Sedley Koschel Wealth provides holistic financial planning to individuals and businesses, helping them secure their financial future. We provide expert financial planning services across Brisbane, Hope Island, and Mount Isa. Our approach integrates accounting, tax, and wealth accumulation strategies to ensure every part of your financial journey is covered.
We help you leverage evolving tax laws to reduce your obligations. We build diversified portfolios tailored to your financial goals. The team at Sedley Koschel will help you navigate the complex options around building a diverse and effective investment portfolio that can grow with you into the future.
We take a comprehensive overview of your current income and map out a holistic road map to maximise wealth opportunities into the future. We identify opportunities to grow your wealth base. We identify opportunities to grow your wealth base. Let the industry experts at Sedley Koschel identify potential new opportunities for you to increase your wealth base.
Navigate aged care fees and estate planning with confidence. Ensure a secure and comfortable retirement. Having a secure, well-rounded retirement plan is crucial for ease of mind. By working with the retirement planning experts at Sedley Koschel you can relax and enjoy a bountiful retirement. Let Sedley Koschel help you navigate aged care fees and strategies to meet your family and estate planning circumstances, providing better lifestyle choices in the later stages of life.
Expert guidance on superannuation plans and self-managed super funds. Whether it’s through an effective stock portfolio, property investment, or secure wealth creation strategy, the team at Sedley Koschel can put together a detailed superannuation plan. Talking to a Sedley Koschel Financial Planning professional will provide you with a clearer picture on what is the best solution for your SMSF.
Did you know it’s possible to borrow against your SMSF for use in property or other investments? Sedley Koschel can guide you through the process.
Protect your legacy with a comprehensive estate strategy. Ensure that your financial legacy is secure into the future with comprehensive estate planning. We can advise on all aspects of your estate and help manage it as situations change for complete peace of mind.
Tax laws are continually evolving, and many people are missing out on new opportunities to lower their taxation obligations. Find out how we can implement the latest tax minimization strategies.
Share Trading Management: Mitigate the risk of trading in the share market by working with Sedley Koschel’s team of stock market analysts. We can help you build a stock portfolio to suit your financial needs. Margin Lending allows you to use your existing wealth portfolio as loan collateral for investment in property, shares, or other types of financial products.
Lower your debt obligations with a planned debt reduction plan that can free your income sooner.
Be prepared for the unexpected with risk insurance products offered through Sedley Koschel. We can advise on the best risk mitigation strategies that would work for you.
The team at Sedley Koschel can help you navigate this potentially rocky period with assured asset division strategies.
Selling a business can be a stressful time. Here at Sedley Koschel Financial Group, we are able to relieve that stress for you. We assist to ensure maximum return for your business can be achieved.
To see how our expertise can benefit you, contact us or book a free consultation. With offices in Hope Island and regular availability in Mount Isa, Sedley Koschel offers the tailored financial solutions you need to secure your future.
We have assisted individuals and businesses achieve a favorable financial future for more than forty years. With a background in Accounting and Tax, Sedley Koschel Wealth provides the holistic assistance you need to implement a successful financial strategy and become financially secure.
To determine if you need the assistance of a qualified financial planner, simply book an obligation-free half-hour consultation. You can visit our Gold Coast office in Hope Island, and Robert Koschel is also available in Mt Isa once a month. Alternatively, we are happy to hold a Skype or teleconference meeting.
If you have been searching for the right financial planning experts who can meet your needs and help navigate an ever-changing economic landscape, we would love to work with you.
We offer a wide range of financial services from one location. These services include: tax agents & accountants, small business advice, financial advisors & financial planners, wealth advice, your personal wealth portal, self managed super funds (SMSF), wills & estate law, age care financial planning, tailored insurance services, property investment, small business virtual CFO, and ask us about Probate Law….
Are you looking for our client portal login? Click here to visit My Prosperity Portal. Or call us today on 1300 008 108 -or- schedule an obligation free consultation at a time that suits you.
We acknowledge and pay respects to the people of the Yugambeh language region of the Gold Coast and The Kalkadoon People of Mt Isa and all their descendants both past and present. We also acknowledge the many Aboriginal people from other regions as well as Torres Strait and South Sea Islander people who now live in the local area and have made an important contribution to the community.
