South City Brokers financial planning 37 Blythe Avenue, Yokine, Western Australia 6060

Welcome to South City Brokers financial planning, located in Yokine, Blythe Avenue, 37. As a leading institution in accounting, establishment, finance, and insurance agency, we are dedicated to providing a wide range of financial planning services to all of our clients.

At South City Brokers, we pride ourselves on our access to a vast reservoir of technical expertise and practical experience. We believe in sharing this valuable resource with all of our clients, ensuring that they receive the best possible financial advice and planning solutions.

Our team of experts specializes in various areas, including investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice, and inter-generational financial planning. With our comprehensive knowledge and experience, we are here to guide you through every step of your financial journey.

One of our key team members, Steven, has extensive experience in handling Life Insurance, TPD, and IP claims. In the event that a claim does not go as expected, Steven can assist you in lodging a complaint with the insurer and even escalate it to AFCA if necessary. Steven is known as a "rainy day adviser" due to his commitment to providing care, dedication, and consistent delivery in all situations, with little room for error.

Gail, another valued member of our team, brings invaluable experience in customer service and business operations. She ensures that our processes run smoothly, allowing us to dedicate more time to our clients. Gail also takes care of our clients on claim, ensuring that insurers are prompt in their payments.

We have been associated with Steve Kerbel and South City Brokers for over 15 years, and we can confidently say that they have always worked tirelessly to find us the best possible insurance and superannuation funds. Their professionalism and dedication are unmatched, and we highly recommend them to anyone striving for a better financial future.

Please note that all strategies and information provided on this website are general advice only and may not take into consideration your personal circumstances. We strongly encourage you to arrange an appointment with us to seek personal financial and taxation advice before acting on any information found here.

To learn more about our services, please refer to our Financial Services Guide and Public Complaints Policy. Steven George Kerbel is an authorized representative (257862) of Blythe Group Pty Ltd (AFSL 520958), and South City Brokers Pty Ltd (ABN 99 109 650 704) is a corporate authorized representative (279232) of Blythe Group Pty Ltd (AFSL 520958).

At South City Brokers financial planning, we are committed to helping you achieve your financial goals and securing a better future. Contact us today to schedule an appointment and embark on your financial planning journey with us.