Business Details
27 Years
experience
Your Trusted Financial Partner in Queensland
SD Life & Wealth is a boutique financial advisory firm dedicated to providing personalized solutions for all stages of life, helping clients protect and grow their financial wealth. With a focus on retirement planning, superannuation, wealth protection, and estate planning, we work in partnership with clients to achieve financial freedom. Our team combines decades of experience with a commitment to simplifying complex financial concepts, ensuring clients make informed decisions. We serve communities across Queensland, prioritizing long-term client relationships built on trust, integrity, and ethical standards.Our expertise spans risk insurance, business succession planning, and investment strategies tailored to individual needs. As a referral-based business, we emphasize transparency, client education, and adaptive solutions to meet evolving financial landscapes. Our mission is to enrich lives by delivering high-quality care and service, ensuring clients are equipped to navigate financial challenges and opportunities with confidence.
Services
Investment Advice
Superannuation Planning
Retirement Planning
Risk Insurance
Estate Planning
Business Succession
Wealth Protection
Salary Sacrificing
Aged Care Planning
Managed Funds
Details
- Year established: 1999
Highlights and features
- We offer tailored financial strategies for retirement, superannuation, and wealth protection.
- Our team simplifies complex financial concepts for clear, actionable decisions.
- Decades of combined experience in risk insurance and business succession planning.
- Serving Queensland with localized expertise and community-focused service.
- Committed to ethical standards and long-term client partnerships built on trust.
Associations and certifications
- GDFP
- CRPC
- ABFP
- DipBusMgmt
- DipMortLend
- CDec
Services
Investment Advice
We help clients build and manage investment portfolios tailored to their risk profile and financial goals. Our strategies include managed funds, direct shares, and diversification techniques. By aligning investments with long-term objectives, we aim to maximize returns while mitigating risks through ongoing portfolio reviews and adjustments.
Superannuation Planning
Our superannuation advice focuses on optimizing contributions, tax benefits, and fund selection. We guide clients through salary sacrificing, self-managed super funds (SMSF), and government incentives to enhance retirement savings. Regular reviews ensure strategies adapt to legislative changes and personal circumstances for sustained growth.
Risk Insurance
We design insurance solutions to safeguard income and assets against unforeseen events. Covering life, trauma, disability, and income protection, our plans ensure financial security for clients and their families. We assess individual needs to recommend cost-effective policies with comprehensive coverage and clear claim processes.
Estate Planning
Our estate planning services ensure your assets are distributed according to your wishes while minimizing tax liabilities. We collaborate with legal experts to create wills, trusts, and superannuation nominations. This process protects beneficiaries, avoids family disputes, and maintains financial stability post-retirement.
Business Succession
We assist business owners in developing succession plans to ensure smooth transitions during retirement or sale. Our strategies include buy-sell agreements, valuation planning, and funding mechanisms. By addressing tax implications and stakeholder needs, we secure the business's future and preserve its value for the next generation.
People
Sally Dixon
Principal Financial Adviser
With over 35 years in finance, Sally specializes in retirement planning and SMSF management. She established SD Life & Wealth in 1999, focusing on holistic client solutions. Her certifications include GDFP, CRPC, and ABFP.
Neville Brunton
Financial Planner
Neville brings expertise in insurance and business succession planning. He prioritizes client protection and has advanced knowledge of buy-sell agreements. His approach combines strategic planning with personalized service to ensure long-term financial security.
Tracey Depiazzi
Client Services Manager
Tracey oversees client administration with 30+ years in financial planning. She specializes in paraplanning and client support, ensuring seamless service delivery. Her focus is on simplifying complex processes to enhance client experience and satisfaction.
Questions
What services does SD Life Wealth offer?
We provide retirement planning, superannuation advice, risk insurance, estate planning, business succession strategies, and wealth management tailored to individual needs.
How do you tailor financial plans to individual clients?
We assess your unique goals, risk tolerance, and life stage to create personalized strategies aligned with your financial aspirations and circumstances.
Do you serve clients outside Cairns?
Yes, we offer services across Queensland, including regional areas like Atherton, Port Douglas, and the Sunshine Coast.
What qualifications do your advisers hold?
Our team holds certifications including GDFP, CRPC, ABFP, and specialized diplomas in financial planning and insurance.
How can I start planning for retirement?
Contact us for a consultation to evaluate your current financial position, set retirement goals, and develop a strategy using superannuation, investments, and tax-effective methods.
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