Sterling Financial Services

Sterling Financial Services offers a full suite of financial services and advice designed to help protect you, your family and your business. There are hundreds of options in the marketplace but at Sterling our main focus is to assist you to:

• Look after your assets
• Protect your future income
• Increase your wealth

Sterling's specialist team is available to offer you advice on a number of financial planning, investment, finance and insurance products and services and are experts at a wide range of services including:

Full Financial Planning
This is a comprehensive financial planning process that is most suited to clients with a large portfolio and/or high degree of complexity. This process examines all aspects of a client's financial position (including budgeting, savings, retirement planning, investments, estate planning and risk management). We will tailor a comprehensive financial plan that provides independent advice to achieve our client's stated objectives.

Specific Financial Plans
This provides plans for specific goals and objectives. This service provides solutions to immediate, medium and long-term requirements. Clients can rely on competent, client centered advice adhering to the internationally accepted "6 step process".

Risk Management
A comprehensive examination of your risk portfolio. This process examines all aspects of risk management and enables specific areas of risk management to be addressed on request. The aim is to give you certainty and control of your cashflow in the event of the unexpected.

So whether you're wanting a detailed financial plan, advice on general insurances, a review of your current policies, or simply want to plan ahead to protect you and your family from what you can't predict, Sterling have the answers

At Sterling we pride ourselves on our holistic approach to managing your finances - giving you one point of contact and comprehensive advice.

So don't hesitate, call us on (03) 348 2999 to discuss your individual needs and requirements and to take advantage of our skills, knowledge and professional services