Silvan Ridge Wealth
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Having the finances to support your interests and goals provides peace of mind and space to enjoy life. We can provide expert advice at every stage.
Silvan Ridge Financial Services was established in 1988. With over 80 years combined experience, Silvan Ridge has been providing financial planning advice to the people of Warrnambool and District, and many clients now throughout Australia. At Silvan Ridge we pride ourselves on customer service and our ability to provide a broad range of insurance and investment options through an extensive network of companies. Silvan Ridge invites you to take advantage of our obligation free financial situation analysis. We will work with you to structure an appropriate financial strategy to meet your needs, for today and the future. Silvan Ridge Insurance Consultants Pty Ltd (ABN 16 061 527 130, ACN 006 688 562) as trustees for Silvan Ridge Insurances Trust trading as Silvan Ridge Wealth is an Authorised Representative (Authorised Representative number 428639) of Charter Financial Planning Limited; ABN 35 002 976 294 Australian Financial Services Licensee and Australian Credit Licensee; Licensee No: 234665.
26/09/2026
Estate planning can be a confusing and overwhelming process. By getting it right, you can make sure your loved ones won't be left in the dark during a difficult time.
We specialise in helping clients with estate planning.
Working with your lawyer and/or accountant (or trusted professionals in our network) we can help with:
- Setting up the necessary structures
- Assisting with the probate process
Contact us to start the estate planning process.
24/09/2026
Insurance is about protecting what and who's important to you.
We'll never know when an accident, illness, or death could upend our lives.
Appropriate insurance can provide a safety net during life's most difficult moments.
Contact us for an obligation-free conversation.
22/09/2026
It's never too early to start planning for your retirement.
We help hard-working people set themselves up for their ideal retirement.
Get in touch to understand your options.
20/09/2026
If you'd like to feel more in control of your money, and make sure you're on track to achieve your big goals, here are five fundamental ways to get started:
- Make a budget
- Save and invest
- Manage your debts
- Have an emergency fund
- Protect your credit score
Good money management is one of life's greatest skills, and not one we're taught in school.
Where did/do you get your finance-related education from?
18/09/2026
If the last 24 months or so have taught us anything, it's that life can change in an instant.
Protecting your assets, your lifestyle, and your family is so important, and yet a lot of people never get around to it in time.
Get in touch to understand your options for income protection insurance. Your future self will thank you.
Approaching retirement and wondering what actually happens to your super? 🤔
One option you might start hearing about is an Account Based Pension, but what is it and how does it actually work?
In this video, Gene breaks it down and explains how an Account Based Pension can help turn your super savings into a regular income in retirement. 💰
Understanding your options before you retire can help you feel more confident and prepared for what comes next.
16/09/2026
Protecting your income is crucial, but not all insurances are created equal.
When comparing income protection insurance, make sure you consider the exclusions, what kind of events can lead to a claim, and the costs the insurance will cover.
Get in touch to understand your options.
14/09/2026
There's a lot of commentary circulating at the moment about the need for an inheritance tax.
Some are suggesting we tax the top 1%, while others are considering the merits of a modest tax across the board.
What do you think? Should Australian inheritances be taxed?
11/09/2026
We've all noticed the effects of inflation. Whether it's at the supermarket checkout or at the bowser, the rising cost of living can be felt across the board.
Here are some easy ways to free up some of your funds:
– Cancel all unused subscriptions
– Review (and switch) your ISP and energy providers
– Engage us to review your income and life insurances
The best thing about these tactics is you can save money without having to give up anything.
Click here to claim your Sponsored Listing.
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Telephone
Website
Address
132A Lava Street
Warrnambool, VIC
3280
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 4pm |
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