Sydney Financial Planning

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Sydney Financial Planning We have been leading investment planning specialist since 1988. Advice that stands the test of time.

Sydney Financial Planning is a group of experienced financial advisers in Edgecliff, NSW. We specialise in retirement planning, wealth planning and investment advice for inheritance, financial settlement payouts, sale/downsizing proceeds and post-divorce planning. We service clients from Potts Point, Woolloomooloo, Elizabeth Bay, Rushcutters Bay, Double Bay, Rose Bay, Vaucluse, North Bondi, Bondi, Bondi Junction, Randwick, Bronte, Coogee, Maroubra, Woollahra, Bellevue Hill, Darlinghurst, Paddington, Moore Park & Surry Hills. For the best investment advice in Sydney's eastern suburbs, look no further.

First pay cheque. First savings goal. Plenty of possibilities. 🌱A home deposit, a travel fund, or simply feeling more or...
16/10/2026

First pay cheque. First savings goal. Plenty of possibilities. 🌱

A home deposit, a travel fund, or simply feeling more organised with money- what would you like to work towards first?

Starting Out is a good time to get familiar with budgeting, saving and superannuation. A financial adviser can help you understand how these pieces fit together and which steps suit your priorities.

Explore Sydney Financial Planning's Starting Out life stage:
👉https://www.sydneyfinancialplanning.com.au/who-we-help/life-stages/starting-out/



Disclaimer: This post contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Financial conversations don’t need to feel complicated.Having time to ask questions and talk things through with a finan...
14/10/2026

Financial conversations don’t need to feel complicated.

Having time to ask questions and talk things through with a financial adviser can make the process feel more comfortable.

Gary makes financial conversations feel a little less daunting.

Visit our website to learn more about Sydney Financial Planning.
https://www.sydneyfinancialplanning.com.au/

Your goals deserve a plan you can believe in.That sense of possibility started with a conversation. James takes the time...
12/10/2026

Your goals deserve a plan you can believe in.

That sense of possibility started with a conversation. James takes the time to understand what matters to his clients, explain their options clearly and build a plan they feel confident about.

At Sydney Financial Planning, we believe working with a financial advisor should leave you feeling heard, supported and ready to take the next step towards your goals.

Learn more 👉https://www.sydneyfinancialplanning.com.au

Approaching retirement in Sydney? Your final working years can be a valuable time to strengthen your retirement plan.Red...
09/10/2026

Approaching retirement in Sydney? Your final working years can be a valuable time to strengthen your retirement plan.

Reducing your mortgage or other debt, increasing your super contributions and reviewing when to retire can each influence your future income and lifestyle.

Sydney Financial Planning can help you bring these decisions together with a coordinated retirement strategy tailored to your circumstances and goals.

Learn more or book a meeting:
https://www.sydneyfinancialplanning.com.au/contact-us/book-a-meeting

There’s a lot to be said for a better night’s sleep.For one Sydney Financial Planning client, working with Steve has mea...
07/10/2026

There’s a lot to be said for a better night’s sleep.

For one Sydney Financial Planning client, working with Steve has meant feeling supported, understood and more at ease about their finances.

“I sleep a lot easier these days knowing I’m in good hands.”

Financial advice is personal. It starts with a financial adviser who listens to what matters to you and takes the time to understand your circumstances.

Thank you for trusting us, and for sharing such thoughtful feedback.
Let’s talk about what matters to you and your financial future. https://www.sydneyfinancialplanning.com.au/request-a-meeting/

Should Mum or Dad’s home be sold to fund aged care? How much will ongoing care cost? And what could these decisions mean...
05/10/2026

Should Mum or Dad’s home be sold to fund aged care? How much will ongoing care cost? And what could these decisions mean for their estate?

When a parent’s needs change, the financial questions can feel overwhelming. A financial planner can help you explore the choices together, keeping your parent’s comfort, wishes and financial needs at the centre of the conversation.

Start a conversation with a financial adviser at Sydney Financial Planning about aged care and legacy planning.

Explore aged-care and legacy planning:
https://www.sydneyfinancialplanning.com.au/who-we-help/life-stages/care-legacy/



Disclaimer: This post contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Feeling comfortable with your financial adviser matters. It means having someone you can turn to with questions and trus...
01/10/2026

Feeling comfortable with your financial adviser matters. It means having someone you can turn to with questions and trust to understand your priorities.

For Bill and the team at Sydney Financial Planning, getting to know our clients and supporting them as life changes is a valued part of being a financial adviser.

Looking for a financial adviser in Sydney? Get to know us:
https://birdeye.cx/o1adjb

Already retired? Your financial plan should keep evolving with you.Retirement shifts the focus from building wealth to c...
29/09/2026

Already retired? Your financial plan should keep evolving with you.

Retirement shifts the focus from building wealth to creating sustainable retirement income and supporting the lifestyle you enjoy.

At Sydney Financial Planning, our financial planners provide ongoing guidance to help you make informed decisions as your circumstances change and to focus on what matters most to you.

Learn more:
👉https://www.sydneyfinancialplanning.com.au/who-we-help/life-stages/already-retired/



Disclaimer: This post contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Final days to book your complimentary first appointment.If you’ve been thinking about seeking professional financial adv...
28/09/2026

Final days to book your complimentary first appointment.

If you’ve been thinking about seeking professional financial advice, now is the time to start the conversation.

Book by 30 September 2026:

https://www.sydneyfinancialplanning.com.au/request-a-meeting/

New clients only. One complimentary first appointment per person. Appointments are subject to availability. Terms and conditions apply.



Disclaimer: This post contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Balancing school fees, mortgage repayments and retirement savings is a familiar challenge for many Sydney families.When ...
25/09/2026

Balancing school fees, mortgage repayments and retirement savings is a familiar challenge for many Sydney families.

When several goals compete for the same income, a clear financial plan can help you prioritise today’s expenses while working towards your family’s long-term financial goals.

At Sydney Financial Planning, we help families plan for each stage of life, with their needs and priorities in focus.

Which financial goal is your family focusing on right now?
Learn more: https://www.sydneyfinancialplanning.com.au/who-we-help/life-stages/families/



Disclaimer: This post contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Address

Suite 13/201 New South Head Road
Edgecliff, NSW
2027

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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