At Serafina Wealth Management, you’re more than just a client, and that’s why we’re here. To offer you not just financial solutions but to invite you into a partnership built on trust, understanding and personal attention.
We understand that managing finances can be complex, so whether you’re striving to save for a rainy day, tackle debt, grow your wealth, or protect what you’ve already worked hard for, our approach is tailored to where you are now and where you want to be.
Our doors are open to individuals and families from all walks of life and income levels, especially those recovering from financial setbacks or who have previously put their financial needs last. If you’re facing one of life’s major transitions – whether that’s the last leaving the nest, divorce or the passing of your loved one; you are never alone. We’ve been there, too, and we specialise in supporting clients through difficult times when money stress is at its peak.
We’re here for the dreamers, the doers, and everyone in between who values financial independence and is prepared to explore a wide range of options to get there. Whether it’s budgeting and saving, investing, or retirement planning, let us help find your best way to a strong financial future.
Your journey is unique. We start by hearing your story to build a foundation of mutual trust. Our relationship is only just beginning.
Don’t be swayed by the common misconceptions that you don’t need a financial plan or that an advisor will take care of it all, so you don’t have to do anything. The truth? Quality advice that addresses your needs and goals always improves your position. We’re committed to setting you on a course for real, positive financial change.
Our clients often come to us feeling stressed and anxious, with no clear vision for their financial future. But after working with us, they leave with peace of mind and a solid plan to move forward.
We recommend a yearly catch-up to review your plan, but we’re flexible. Some clients prefer more frequent check-ins, and we’re happy to accommodate them, especially if a life change moves the goalposts.