Keep up to date and informed with Sydney Financial Planning Insights and News, share our thoughts on issues we are passionate about by reading our Blogs and watch the Videos to learn more about us and how we may be able to help you.
Of course, our Financial Planners are always available to discuss any of these with you direct – simply use our Contact Us page to get in touch or call our office on (02) 9328 0876 to make an appointment. We update these pages regularly so be sure to check back and see what’s new.
Click on the heading links below to view our most recent additions.
We aim to simplify as much financial jargon as possible, and share ideas of real value to you. The more we can help you, the better off you'll be and the happier we all are!
Below are two of our latest blogs;
A regular in-depth analysis of the current economic climate – providing insight into the state of the market, understanding the cycle of investments and the concepts and strategy behind successful outcomes, factors that create changes and future outlooks, just to name a few.
Our first edition is available now. If you wish to be included for future editions, please join our mailing list and we’ll be in touch.
Our annual Newsletter is issued in May each year opening with a welcome message from our Principal, Bill Bracey - sharing what we’ve been up to, our plans for the year ahead and a reminder of the importance of meeting regularly with a Financial Planner.
We also use this opportunity to share topical articles, from informing clients about the economic environment, educating them on current affairs and highlighting areas of value for their consideration - click here to view our 2016 edition. Or if you’ve missed out on a copy from previous years, or would just like to revisit information, click on one of the links below to download.
Find out more on why we do what we do and get to know each of our Planners
Bill Bracey featured on the Your Best Interests TV show with Helen - see how professional Financial Planning helped her and her family achieve beyond what she thought was ever possible.
In this section you'll find helpful videos to answer some of our most common questions.
Topics such as how to find our Office, Why you should see a Financial Planner, What are Binding Nominations...
Current and up-to-date information and views on the Financial Markets - both the Australian and Global Markets.
Follow our involvement in the community, and please help us support our chosen charity, the Sir David Martin Foundation.
The foundation helps get street kids' lives back on track and we've been proud supporters since 2013.
In this section you'll find educational videos to explain some of the financial terms.