About Us

Our business is an award-winning organisation, founded in 1999 when SD Loans & Leasing, a boutique firm in Cairns, started helping people – just like you – build the life they want.

Our brand as we know it today – SD Group – was established in 2015 to merge 3 specialist boutique businesses – Finance – SD Loans and Leasing Pty Ltd, General InsuranceSD Insurance Brokers Pty Ltd and Financial Planning – SD Life Insurance & Wealth Advice Pty Ltd under the one roof.

These 3 firms were united by a vision and passion for client focused advice and the need to extend their individual capabilities by joining forces. Individually and collectively, we have established a track record of success, working with a diverse group of private clients, and small-to-medium businesses. Clear, relevant, and easy to understand advice is at the heart of everything we do.

We don’t sell finance or insurance – we sell “professional advice” that is relevant and tailored to you and your situation, and your needs.

Together these elements make up our holistic advice offering to clients.

We work with both individuals and small-to-medium sized businesses to provide financial advice that is responsive, practical, and commercial, so that our clients achieve their goals. We understand that no two clients have the same needs so that is why we “provide personally tailored advice” about your situation that is relevant to you.

Our range of services will ensure you receive timely and accurate information to help you make informed and timely decisions that take advantage of opportunities that come your way.

We are passionate about our clients living the life they want.

Achieving financial freedom can be quite a journey, but we believe it’s a journey better done together. When you talk to us, you’ll see we’ll immerse ourselves to completely understand your situation before providing solutions. We’ll ensure you keep your eye on the prize throughout the whole journey.

We believe that successful advice is all about making a difference to people’s lives, that is why we take the time to listen to what you want in life and then use our expertise and experience to help get you there.

Our Commitment to Service

Financial PlanningSD Group is committed to providing the highest level of service to achieve client satisfaction by offering reliable and cost-effective solutions for financial advice. The SD Group acknowledge that achieving this objective is a continual process of reviewing our day-to-day performance which in turn improves the service we provide. We operate with a shared set of values that contribute to the success of our companies and our commitment to our clients.

How Do We Do This?

By focusing not just on what you want, but how you want it, and the easiest way to achieve it. Working in close partnership with clients, our relationships are built on delivering a market leading experience and providing access to legal and accounting support, and local connections.

For more queries:

07 4033 0254