Sydney Financial Planners
Advising professionals, senior managers, executives and high net wealth individuals to live a rich and fulfilled life.
Our 5-step advice framework
We specialise in pre-retirement financial advice and offer a 5-step holistic approach that strives to create a robust and comprehensive financial plan.
… a financial plan for a rich and fulfilled life.
The starting point for any financial plan is knowing where you are now and where you want to be. A plan captures the big picture as well as the small details. It provides the tactics you’ll need to help you succeed.
… your wealth, build assets, create passive income.
Building a solid financial foundation isn’t all or nothing. It is about making smart decisions along the way. Utilising income and making the most of tax efficiencies, building assets and creating passive income.
… your investments with proactive qualified advice.
Shares, investment properties, businesses or SMSFs – everyone’s circumstances are a different, so we manage every portfolio with the care and detail of a bespoke service. We make the complex, simple.
… your retirement lifestyle of freedom and choice.
It is important to begin your retirement on firm financial ground. With little or no debt, and a plan to comfortably afford doing the things you love, with the people who make you happy.
… yourself, those you love and all you’ve achieved.
You need to plan for the downsides which aren’t always about falling asset prices. They can be sickness or accidents and these events can wipe out your ability to earn an income and disrupt your future plans.
Services we offer
Tailored for you
You’re a professional in your late 40s or early 50s, and you’re in the prime of your career. A highly qualified professional, or successful business owner.
You’re about to retire, or you already have, so you’re no longer on a salary and that means you’re relying on passive income streams to fund your lifestyle.
You’re in your early to mid-40’s, highly qualified and progressing well in your career. You may be an individual or couple, high earning with considerable responsibilities.