Set4Life

Welcome to Set4Life, a trusted institution providing accounting and financial planning services to the greater Illawarra and beyond for over 25 years! Located at 13 First Avenue, Unanderra, we are a point of interest for individuals and businesses seeking expert advice and guidance in the realm of finance.

At Set4Life, we believe in the power of personalized and responsible advice tailored to your specific objectives. We understand that sound advice and meticulous planning are crucial in improving your financial position. That's why we continuously engage in professional development, ensuring we stay up to date with all applicable legislative, strategy, and product changes.

Our team has access to technical, risk, and investment research professionals who provide us with additional analysis on emerging strategies and products. This enables us to help you determine your goals and evaluate different investment strategies to achieve them effectively.

We recognize that there are no secret formulas for achieving financial security. Instead, we work closely with you to lay a solid foundation and develop a comprehensive plan to realize your goals over time. By turning your thoughts into action, we empower you to take control of your own financial future.

Our approach begins with understanding your current situation. We conduct a thorough analysis of your assets, debts, income, expenses, and insurance to gain a holistic view. Based on our research, we recommend a strategy to bridge the gap between where you are now and where you want to be.

As circumstances and needs change, we ensure your financial plan remains on track. Our annual advice option allows us to adapt and refine your plan accordingly.

Set4Life is renowned for simplifying complex financial concepts. We provide you with clear strategies that empower you to take charge of your financial well-being. Our aim is to build lasting relationships with you and your family, securing the financial well-being of each generation.

In addition to our financial planning services, we offer unparalleled personalized accounting services to clients across the Illawarra area. As your Tax Advisor, we prioritize your best interests and ensure that all financial decisions are made with utmost care.

For over 25 years, we have been providing professional consulting services to clients from the Illawarra and beyond. Our focus has always been on delivering a personalized and tailored service, creating customized plans of action for individuals and organizations alike. Connect with us to discover more about our vision and consulting approach.

Furthermore, our in-house aged care specialist is dedicated to understanding your unique situation. We guide you through the range of financial options and care support services available, anticipating any potential issues and providing the best solutions.

Choose Set4Life as your trusted partner in accounting, establishment, and finance. Let us support you in achieving your financial goals and securing a prosperous future.