The Sherlock Group

A more recent partner of Firstfolio, The Sherlock Group is recognised as a leader in the areas of life insurance, wealth creation, superannuation and retirement planning. The Sherlock Group works with clients to help identify financial goals and then plan to achieve them.

The Sherlock Group was established over 45 years ago, and strongly believe in building a strong professional relationship with their clients.

They are licensed through Madison Financial Group (“Madison”) who only selects well established and experienced advisers. The Sherlock Group has access to over 90 associated advisers here and interstate through their partner Madison. Madison currently looks after $2.5 billion of funds under advice.

They take a holistic approach when providing tailored advice. Holistic advice ensures clients gain the peace of mind that their total situation is working in unison toward their lifestyle goals and objectives; and that their overall financial situation is not affected by one unaddressed part of your financial plan.

They are licensed to provide advice in the areas of:

• Wealth Creation
• Personal Superannuation
• Corporate Superannuation
• Insurances
• Investments
• Business Succession
• Retirement Planning
• Small Business Planning
• Retrenchment & Redundancy
• Salary Packaging

Super Rate has been operating since 2007 in the home loan space as the home loan arm of The Sherlock Group. In partnership with Firstfolio, Super Rate was re-launched in 2010, as a low rate home loan product offered only through the website, www.superrate.com.au. The low variable rate with no entry or exit fees, is an innovative and exciting non-bank lender offering super service, a super product, that’s super fast. A quick loan approval with unbeatable service is what makes Super Rate different to other online lenders.

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