Here at Saltwater Financial Group, we understand that life is full of challenges and questions which are different for each and every one of us.
Our aim is help our clients navigate the complicated road map throughout every stage of life be that buying your first home, protecting your family and assets, portfolio management for your retirement savings and personal savings whilst keeping your environmental values in check, preparing and managing your retirement goals for now and the long term and navigating the complicated space of aged care for our most loved ones.
We aim to simplify and guide you through the complex systems of our financial industry and ensure that your strategy keeps up to date with the latest legislation changes that could impact you.
We want to help you create strategies and plans that put your goals into action resting on trusted advice.
Contact us for expert advice and services including:
Financial Planning, Sustainable and Renewable Investment Portfolio Design, Centrelink, Aged Care, Personal Insurances, Cash Management and Budget Planning, SMSF assistance and all aspects of Retirement Planning.
Our Principal Adviser and Managing Director Sophie McClelland, has been working in the Financial Services industry for over 20 years. Sophie has an incredible ability to connect with her clients and help them navigate the complex world of financial planning both with a high level of integrity, trust and technical knowledge.
Sophie has a Graduate Diploma in Financial Planning, Advanced Diploma in Financial Planning, Aged Care Accreditation, SMSF Accreditation, Gearing Accreditation, Equities Accreditation and has almost completed her Masters in Financial Planning along with her Environmental Science Degree.
An award winning adviser with a strong passion to help people financially, came from her own experience as a child having to watch her family struggle financially. She has a strong compassion and willingness to help other families so she can place them in a better financial position.
Sophie also has a strong focus towards sustainable, renewable and ethical investment portfolio design. This comes from her own passion of the outdoors and understanding of the impact environmental issues have on our planet through her Environmental Science Degree studies.
Away from work, Sophie loves to spend time with her family and friends, and spending as much time outdoors either in the water or the beautiful hinterland of South East Queensland.