Sefton Financial - Eltham (VIC)

5 /5 Sue Kirkham: James has been my Financial Advisor for many years now. He has always provided honest, sound and realistic advice. Highly experienced and highly recommend the team at Sefton Financial. Thanks for all your assistance James

5 /5 Willem T: My partner Peter and I have dealt with Sefton Financial now for over 8 years and have nothing but much praise and satisfaction with his services to report. His personal attention to our needs and relevant advice for our specific situation has left us with increased financial security in the knowledge that his skills and attention will, if necessary, alert us to any advisable changes in our investments. So far James’ management of our assets has resulted for us in increased asset value and security. We can thoroughly recommend Sefton Financial as a reliable and dependable partner in managing your financial assets in the knowledge that James’ expertise will be to your benefit. Willem Tetro & Peter Jones

5 /5 Julie & Chris Alexander Beare: James has been our financial advisor for almost 2 years and in that time he and his team have worked hard to give us the best options for our changing situations. His attention to our finances and understanding our our needs is impressive. James takes time and trouble to explain and make sure we understand. Although very professional, James and his staff feel like friends.

5 /5 James Cross: James and Sefton’ financials team were recommended to me by a close friend. I went and saw James and had a great feeling of confidence in his organisation and knowledge in managing my transition to retirement and other life changes . James has managed my portfolio for 3 years now and reviews annually , James has all ways been well informed prompt professional and very helpful . My Super and port folio has gone gang busters in the last months I’m very happy and pass on my thanks to James and his team

5 /5 Grace Zweck: James and Sandra offer an incredible level of professional care. We have found them to always be willing to provide us with the most up to date and best financial advice. Sefton Financial go beyond what is expected and are most considerate when offering their services. They are always helpful in talking to us about planning our financial future. As a family, we highly recommend them.