Who is SFG Advice?
Our goal is to help you achieve the wealth you need to CREATE YOUR GOOD LIFE.
CREATING THE GOOD LIFE is all about constructing a financial roadmap for life’s challenges taking into account savings, investing, growth and protection of the assets and income you have.
We understand that when it comes to finance that it’s not a one size fits all approach. We provide a tailor made financial roadmap to help you achieve your life dreams.
Whether you have a plan and you are struggling with information overload or trying to find a balance between living a life worth living and saving a good amount for retirement then we have the tools to help you organise your financial life with a simple framework that is aligned with your dreams, visions and goals.
Our Personal Promise
A financial plan is the first critical step to a secure financial future.
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We will seek to understand your dreams.
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We will help you SAVE, GROW & PROTECT with a written financial roadmap
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We’ll help find the answers to your questions, frustrations and challenges
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What sort of advice do we provide?
We are authorised to provide financial advice in relation to:
- Wealth Accumulation
- Income & Asset Protection Tax Strategies
- Superannuation
- Retirement & Redundancy Planning
- Estate Planning
- Government Benefits
- Debt Management
…and to provide financial advice and deal in the following financial products:
- Basic Deposit Products
- Non-basic Deposit Products
- Non-cash Payment Products
- Life Products
- Investment Life Insurance Life Products
- Life Risk Insurance
- Superannuation including Self Managed Super Funds (SMSF)
- Retirement Savings Accounts
- Managed Investment Schemes, including Investor Directed Portfolio Services (IDPS)
- Government Debentures, Stocks or Bonds
- Borrow to Invest
Who is Alex Naylor?
Alex is passionate about helping his clients CREATE THE GOOD LIFE.
CREATING THE GOOD LIFE is all about constructing a robust financial roadmap for life’s challenges taking into account savings, investing, growth and protection of the assets and income you have.
Importantly, Alex will take a holistic overview of your life circumstances to ensure your needs, goals and objectives can be met for the rest of your life, no matter what challenges are thrown your way.
What Drives Alex?
There is real heart and sincerity in the way Alex interacts with his clients and this is clearly evidenced in his client’s comments, reviews and testimonials.
His unique and well-developed sense of empathy and emotional intelligence is a bi-product of having overcome cancer and seriously contemplating his mortality at age 30.
Alex has overcome great adversity and combines his great wealth of experience, education and EQ to deliver quality advice and peace of mind to you, forever.
His advice is free from referral payments or other incentives.
Experience
Alex has been involved in Advice for over 10 years holding a range of positions including paraplanner, associate & senior adviser positions.
He was a finalist in the University Challenge and won the Value of Advice Award in 2017.
Alex was achieved a partner & Director status in mid 2020.
Education
Alex has a Bachelor of Commerce majoring in both Accounting & Financial Planning.
He has also passed the FASEA Adviser Exam.
Alexander William Naylor Authorised Representative No. 445419
Outside Work
Family, sailing, beach & volunteer Fire Fighter (NSW RFS) .
What our clients are saying
Meet the Team
Jacob
Richard
Tim
