Segue

Segue Financial Services is an Australian financial planning firm based in Malvern East, Victoria. It takes a holistic, client-first approach, helping individuals and families make informed financial decisions and plan for their future. The firm operates under its own Australian Financial Services Licence, which it says allows it to remain self-governed and provide advice independently of large financial institutions.

Segue’s services include strategic retirement planning, investment management and assistance with establishing and running self-managed super funds. It also provides aged care financial advice and support, including guidance on care costs and entitlements, and helps clients navigate Centrelink and Veterans Affairs pensions. Its knowledge centre offers financial information and insights.

The firm aims to help clients understand their options, manage financial complexity and work towards personal goals with greater confidence. Its support may include coordinating with Centrelink and assisting families through significant transitions, such as retirement, moving into aged care or managing an estate. Segue Financial Services is open Monday to Friday and serves clients from its office in Malvern East.