Plan for your future with Segue

We are specialists in financial services, management and planning. Call us today to start preparing for tomorrow and enjoy today.

ABOUT US

At Segue you, the client, are at the centre of our world. Your goals, objectives and desired outcomes
are the drivers of the advice and service we provide. We take the time to understand the outcomes
that are important to you, help you overcome the roadblocks that stand between you and your goals
and then work with you to turn your goals into reality.

 

We understand the anxiety money can cause and the uncertainty of whether you are doing the right
thing with your finances, whether you will have enough to meet your future commitments, enough to live the life you want. We know you need advice you can rely on.

 

Our tailored, uncompromised advice solutions delivered by highly qualified and experienced
professionals enable you to make informed decisions about your finances, to better understand your
options, to approach your future with confidence and understanding rather than fear and uncertainty.

 

We see the impact our advice has on our clients and their families to achieve the outcomes that are
most important to them. Segue exists to provide the guiding hand to ensure you make informed
decisions today for the future you want tomorrow.

WHY CHOOSE US

Why choose Segue Financial Services

Our Financial, Management & Planning Services

OUR TEAM

AT SEGUE FINANCIAL SERVICES

Joy

Joy Smith

Principal, CFP®
delancey

deLancey Worthington

CFA Portfolio Manager
BA, FIAA, Dip ST&I, DFP
Laura

Laura Roccella​

SMSF Accountant
BCom Acc & FP, CA
Lisa

Lisa Benedek

SMSF Administrator
BEd
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Nadene Smith

Practice Manager