Founded in 2019, South East Financial Group was created by Shane, an experienced adviser with a vision to reshape the way Australians experience financial planning.

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Shane recognised a need for financial advice that was more personal, more ethical, and more empowering. From this vision, SEFG was born: a firm built on client-focused, holistic financial advice designed to guide people towards financial freedom on their terms.

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We proudly support individuals, couples, families, and small business owners across Australia, providing clear, tailored strategies that help turn financial goals into reality.

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We proudly support clients Australia-wide, offering flexible meetings via video, phone, or face-to-face by appointment. Office location is 81 Watt Road Mornington, VIC 3931, located in the heart of the Mornington Peninsula.