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Beach Walkway

Plan For a Secure Future

Providing financial planning services to the greater Illawarra for over 25 years

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What We Do At Set4Life

We aim to provide personalised and responsible advice suited to your objectives and believe that sound advice and planning is the key to improving your financial position. 


We undertake continuous professional development, to keep us up to date with all applicable legislative, strategy and product changes.


We have access to technical, risk and investment research professionals who provide us with additional analysis on strategies and products that become available.


We will help you determine your goals and weigh up different investment strategies to achieve them. 


Most importantly, we turn your thoughts into action.  There are no secret formulas for achieving financial security.  We work with you to get the basics right and ensure you have a plan to achieve your goals over time.

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Our financial planning process

Identifying where you want to be: 

We help you identify your financial and lifestyle goals and explain the services we offer to help you achieve them.

Considering opportunities and risks:

Good personal advice starts with having an understanding of your current situation.  We take a close look at your current financial situation – assets, debts, income, expenses and insurance, and explore the options you could use to reach your goals.

Bridging the gap:

Based on the research we have conducted, we will recommend a strategy to bridge the gap between where you are now and where you want to be.

Bringing your plan to life:

We work closely with you to implement your financial plan.  We help you to complete any necessary paperwork and are available to attend meetings with your accountant or solicitor so that your strategy is implemented efficiently.

Staying on track with annual advice:

As time goes on and circumstances and needs change.  The final step in our advice process ensures your financial plan remains on track, by providing you with an option for annual advice.

Financial Services

Set4Life has developed a reputation for explaining financial concepts simply and clearly. We will provide you with strategies that allow you to take control of your own financial future and build relationships with you and your family to secure each generations financial wellbeing.

Financial Planning

Aged Care Advice

Financial Report

Planning Your Future

For over 25 years, we have been providing professional consulting services to clients from the Illawarra and beyond. From strategic planning to innovative solutions, our focus has always been on providing a personalised and tailored service to create a customised plan of action for yourself or your organisation. Get in touch with us to learn more about our vision and consulting apporach.

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Fulfilling Your Requirements

Our in house aged care specialist will focus on understanding your individual and unique situation. We will guide you through the range of financial options and care support services available, anticipate issues that may arise and explain the best way around them.

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