Surfcoast Financial

About

Surfcoast Financial is a boutique, privately owned financial advice business with offices in Torquay, Geelong, and Mildura. Their team brings over 50 years of combined experience to the table, specialising in clear, practical advice for individuals and families at all stages of life. You’ll find a strong focus on personal service, with certified financial planners who take the time to explain options and strategies in plain English.

Unlike many larger firms, Surfcoast Financial holds its own Australian Financial Services Licence, so their recommendations aren’t tied to banks or product issuers. Clients appreciate their transparent fee structure and the absence of commissions, knowing that advice is genuinely in their best interests. Whether you’re planning for retirement, managing superannuation, or simply looking for guidance on investments, the team works closely with you to help make confident financial decisions.

What Surfcoast Financial offers

• Self-managed superannuation fund (SMSF) advice
• Direct share investment strategies
• Retirement planning and transition advice
• Superannuation guidance
• Personal and business insurance advice
• General accounting services

Why choose them

• Privately owned and not affiliated with banks or product providers
• Offices in Torquay, Geelong, and Mildura for local support
• Certified financial planners and SMSF specialists
• Transparent, commission-free fee structure
• Personalised, face-to-face service
• Regular investment monitoring and client updates

More financial advisory nearby

Contact

Phone

03 5264 8879

Address

29 Central Ave, Torquay VIC 3228

Website

surfcoastfinancial.com.au

Hours

• Monday9am – 4pm
• Tuesday9am – 4pm
• Wednesday9am – 4pm
• Thursday9am – 4pm
• Friday (today)9am – 4pm
• SaturdayClosed
• SundayClosed