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Sterling Financial has been helping people achieve financial security and prepare for retirement for over 40 years.

ABOUT US
Services
Services

We provide old-fashioned, personalised service and expert financial advice, specialising in superannuation strategies.

Self Managed Super Funds

We offer complete self-managed super fund (SMSF) services, covering investment, administration, and compliance. With regular portfolio reviews and our expert support, you maintain control over your investments!

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Income Investing & Real Assets

Specialising in income investing for those nearing retirement, focusing on steady cash flow through commercial properties and high-yield assets. We prioritise transparency and control with unlisted investments, managing liquidity risks while aiming for superior risk-adjusted returns.

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Our clients​

At Sterling Financial, we take a personalised approach to build strong relationships and offer tailored solutions.​

Our business has grown over the years thanks to our loyal client base, many of whom have trusted us for over 30 years.

ABOUT US
ABOUT US

Sterling Financial proudly services clients across Australia, including Ballarat and Melbourne, providing expert financial advice tailored to your unique needs.

With decades of experience, we are committed to helping individuals and families achieve their financial goals, providing expert guidance every step of the way.

Ballarat

12 Camp Street
Ballarat, VIC, 3350

Melbourne

141 Camberwell Rd,
Hawthorn East, Vic, 3123
By appointment only

Ararat

70 Vincent Street,
Ararat, VIC, 3377
By appointment only

OUR VALUES​

‘People don’t care how much you know, until they know how much you care’

— Theodore Roosevelt

At Sterling Financial we believe trust comes from genuine care. We focus on understanding your goals and providing personalised, attentive service that makes you feel supported every step of the way.
OUR TEAM
What our clients are saying

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— Client name, Location

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— Client name, Location

Ready to get started?

Get in touch to organise a meeting today.

ABOUT US
CALL US ON 5338 8877
BALLARAT
Melbourne
ARARAT
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