Helping clients make a fundamental difference to their future is our passion

What We Actually Do

Life is like a box of puzzle pieces. As we go through it, we search for individual parts in order to create the picture we can be happy with. Our financial planners will guide you to make the right decisions with your pieces so you can live life on your terms.


Our Areas of Advice at Sydney Financial Planning

There is no substitute for experienced assistance when it comes to establishing the strategies that will enable you to achieve and exceed your goals.

For 30 years we have offered our clients specialised financial planning advice across a variety of areas that has enabled them to establish, maintain and enjoy their full financial potential. 


Our Fees

The cost is what you pay; the value is what you get...

Our first meeting is very informal. It’s a chance for us to learn about each other before we talk about fees. It’s where we will explore whether we can help you and talk about ways we could work together. If you are referred to us by an existing client, this first catch up is at no charge to you.


Starting Young - Nick and Kylie's Story

Nick & Kylie - a young creative couple from Brisbane, are starting young and just entering the world of financial complexities and forming the right money habits which will make a world of difference to them later in life.


Join us for a friendly chat about your financial goals.


Get in touch or make an appointment


Suite 13 / 201 
New South Head Rd
NSW 2027

02 9328 0876

Sydney City

Level 10 / 20 
Martin Place
NSW 2000

02 9328 0876


Shop 1 / 225 
Princes Highway
NSW 2518

02 4229 8533

02 9328 0876

Come visit us by appointment at one of our three office locations.