Firm Profile

Building partnerships with individuals & businesses is the heart of everything we do.

SK Financial Group

Holistic Financial Management

We believe financial advice isn’t a transaction; it’s a lifelong partnership. At SK Financial Group, we support individuals and businesses with comprehensive, holistic strategies that adapt as your life and goals change.

Your journey is unique, and so is our advice. We’ll help you navigate every milestone with a plan tailored specifically for you—whether that means structuring your business, minimising tax, planning your estate, or growing your investments. We’re here to simplify the complex and give you the confidence that every detail is taken care of.

Book a meeting and learn more about how we can help you.

Sedley Koschel Firm Profile Image

For a holistic approach to financial management

Real World Financial Advice

Our commitment to excellence

Our experienced team makes complex financial matters simple, starting with what’s most important: your financial plan and long-term wealth. We are dedicated to providing clear, insightful advice that helps you build a secure future and create a lasting legacy with confidence. Let us guide you with:

  • Financial Planning & Wealth Management: Creating your personalised roadmap to build and protect your wealth for the years to come.
  • Asset Allocation: Making sure your investments are working effectively for you.
  • Tax Planning: Helping you keep more of what you earn with smart, effective tax strategies.
  • Debt Reduction: Creating a clear path to becoming debt-free and financially independent.
  • Business Structuring: Ensuring your business is set up for continued success.
  • Risk Insurance: Protecting you and your family from life’s unexpected turns.
  • Estate Planning: Securing your legacy and giving you peace of mind that your wishes will be carried out smoothly.
Sedley Koschel Firm Profile
FINANCIAL SERVICES TAILORED FOR YOU

Our approach to financial management

Firm Profile Core Values

  • Exceptional Client Experience
  • Continuous Improvement
  • Positive Attitude
  • Integrity
  • Innovation

Our purpose: “Creating financial freedom and an abundant life for our clients.”

We believe a successful financial plan is built on a deep understanding of the person it’s for. Our process starts with listening, allowing us to build a strategy around your personal goals, not just the numbers. By bringing our tax, accounting, and financial planning experts together, we ensure every recommendation works in harmony to achieve your goals.

More than just creating plans, we build lasting relationships. We are here to guide you, adapt to changes, and celebrate your financial wins with you. It is this commitment to a genuine partnership that we believe sets us apart. If you know someone who would value this dedicated approach, we would be privileged if you shared our details.

Grow. Sell. Live.

SK Financial Group – holistic financial management

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 & accountantssmall business advicefinancial advisors & financial plannerswealth adviceyour personal wealth portalself managed super funds (SMSF)wills & estate lawage care financial planningtailored insurance servicesproperty investmentsmall business virtual CFO, and ask us about Probate Law.

Are you looking for our client portal login?
Click here to visit the myprosperity client portal.

Sedley Koschel Group Holistic Financial Planning Services

Acknowledgement of Country

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.