Sedley Koschel Financial Group

Hope Island, QLD | Brisbane City, QLD | Mount Isa City, QLD

17 reviews

Leave Feedback

About Us

Sedley Koschel Financial Group has been a trusted name in holistic financial management since its inception on the Gold Coast, Queensland, in 1973. Over the years, the firm has expanded its reach to serve clients across Southeast Queensland, Northern NSW, and key regional areas such as Mt Isa and Townsville. Committed to providing comprehensive financial solutions, Sedley Koschel offers a diverse array of services including financial advice, financial planning, will and estate law, conveyancing, and investment services. In addition to traditional services, the firm excels in offering innovative solutions such as their unique Sedley Koschel Concierge Service, which extends beyond financial guidance to provide assistance in times of need, ensuring clients have the support they require even in the absence of family or friends. This bespoke approach underpins their core strategy of delivering exceptional value to clients, fostering satisfaction and happiness through consistent, value-added communication. For businesses, Sedley Koschel is a valuable partner, offering expertise in small business advice, virtual CFO services, and business sellability assessments. Their commitment to client success is further evidenced by tailored services in cashflow management, budgeting, and self-managed superannuation funds (SMSF). Personalised insurance solutions and aged care financial planning are also part of their expansive service portfolio, ensuring clients are well-prepared for the future. Furthermore, the firm offers a personal wealth portal, enabling clients to manage their finances effectively and track their progress towards financial goals. With a focus on estate planning, wealth advice, and superannuation, Sedley Koschel is dedicated to guiding clients through every stage of their financial journey. Whether it's through personalised financial planning or strategic property investment services, Sedley Koschel Financial Group remains steadfast in its commitment to enhancing the financial well-being of its clients.

Practice Areas

Estate Planning

Property Law

Specialisations

Estate Planning

Sedley Koschel Financial Group offers comprehensive services in Wills and Estates, ensuring that your estate planning is meticulously managed and your legacy is preserved. The firm's advisors are adept at crafting estate plans that reflect your intentions, providing peace of mind that your assets will be distributed as you desire. Whether it involves drafting or revising wills, establishing enduring powers of attorney, or arranging guardianship, their guidance is geared towards safeguarding the future of your loved ones. Their expertise extends into estate administration, assisting clients with navigating the complexities of probate and managing deceased estates efficiently. In instances of disputes, the team provides pragmatic strategies to resolve conflicts, ensuring the smooth administration of estates. Sedley Koschel Financial Group is committed to delivering general advice that is both insightful and tailored to individual needs, emphasizing clarity and diligence at every step.

Property Law

At Sedley Koschel Financial Group, our team offers comprehensive expertise in property law, particularly excelling in conveyancing and providing general legal advice in property matters. Whether you are buying or selling a property, our advisors are adept at managing the intricate processes involved, ensuring a smooth transition of ownership. We handle all legal documentation with precision, alleviating the complexities for our clients and safeguarding their interests. Beyond conveyancing, we offer insightful general legal advice on a wide range of property law issues. Our team assists clients in navigating contractual obligations, landlord-tenant disputes, and property rights, providing thoughtful solutions and practical strategies to guide decisions. With our blend of legal acumen and financial insight, we aim to facilitate informed property investment decisions, enabling our clients to successfully manage and grow their real estate portfolios.