Company History and profile

Safe finance group pty ltd, trading as safe financial planning is privately owned. Safe Finance group is a corporate Representative of Lionsgate Financial Group, AFSL 342766. Our professional advice include

  • Financial Planning
  • Tax structures appropriate to client’s investment
  • Tax Planning (in consultation with tax advisers
  • Business succession Planning
  • Insurance and Risk management
  • Pre and post retirement planning
  • Investments
  • Self Managed Superannuation Funds
  • Wealth accumulation
  • Superannuation and rollover advice
  • Asset allocation management advice
  • Ongoing advice and review services

Our Mission: To deliver integrated and personalized wealth solution to everyone.

Our vision: To provide professional advice and services and above all ‘helping people’ to achieve their lifestyle and financial goals and objectives empowering investors to make informed investment decisions.