We might not be able to change the world, but if we can change one person’s world every single day this is how we make a lasting impact.
Welcome to South City Brokers. We’re a boutique Perth financial planning firm founded to make a meaningful difference in our clients’ lives and financial future.
When you step into our office for the first time, we understand you might be feeling worried about your financial situation. We’re sure you have many questions, concerns and goals you want to discuss, and can assure you after your first meeting you’ll feel confident, in control and a massive sense of relief that everything is and will be okay and you have a plan.
After more than two decades in this business, we know planning for your financial future is one of the most gratifying gifts you can give to yourself (and it’s never too late to start). You might be in your 50s or 60s hoping to retire soon and not sure of the next steps, or in the early years of your career and family life.
Whatever brings you here, our team look forward to meeting with you, sharing a coffee together, and empowering you through all stages of your financial journey so you’re prepared for life’s good times and hard times.
Let’s help you plan for the road ahead. Your future self will thank you for it.
Director And Financial Planner
Steven has a vast array of experience with Life Insurance, TPD and IP claims. If claims do not go to plan, Steven can assist with lodging a complaint with the insurer and even going all the way to AFCA if need be. Steven’s Dad pointed out that his dual passion for Insurance and Retirement Planning made sense. In both situations, the event calls for a high degree of care, dedication and consistent delivery – in good time and bad – with little room for error. Steven considers himself a “rainy day adviser”.
Gail's experience with customer service and business is invaluable. She makes sure our processes are running efficiently which allows us to spend more time with our clients. Gail also looks after our clients on claim, and makes sure the insurers are on top of payments.
S. M. – Plumber
We have been associated with Steve Kerbel and South City Brokers for over 15 years. Steve Kerbel and his team have worked tirelessly to find us the best possible insurance and superannuation funds. They have always conducted themselves in the most professional manner.
I would recommend them to anyone striving for a better financial future.