Sydney Financial Planning

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.

A sudden change in your financial position can bring opportunity, uncertainty, and plenty to think about.Before making a...
03/09/2026

A sudden change in your financial position can bring opportunity, uncertainty, and plenty to think about.

Before making any major decisions, it may help to step back and consider your current circumstances, priorities and longer-term goals. The right next step will look different for everyone.

A thoughtful plan can help bring clarity to what comes next.

Want to explore your options? Call 02 9328 0876 or arrange a time to speak with our team: https://www.sydneyfinancialplanning.com.au/request-a-meeting



*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 prepared for retirement starts with understanding where you stand.With Gary’s clear guidance, this client now ha...
02/09/2026

Feeling prepared for retirement starts with understanding where you stand.

With Gary’s clear guidance, this client now has a better understanding of their super investments and feels more confident about the transition from working life to retirement and the years beyond.

Ready to start planning your next chapter? Connect with Sydney Financial Planning.
👉https://www.sydneyfinancialplanning.com.au/request-a-meeting/

Your First Appointment Is On UsTo celebrate the launch of our new website, your first appointment is on us.If you’re rea...
01/09/2026

Your First Appointment Is On Us

To celebrate the launch of our new website, your first appointment is on us.

If you’re ready to take a closer look at your financial future, book with Sydney Financial Planning between 1 and 30 September 2026 and mention “Website Launch Offer” when booking.

👉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.

Retirement looks different for everyone. For some, it’s travelling more. For others, it’s enjoying time with family, pur...
31/08/2026

Retirement looks different for everyone. For some, it’s travelling more. For others, it’s enjoying time with family, pursuing new interests or simply having greater freedom over each day.

Steve works with clients to understand what they want their retirement to look like and how their income may support those priorities.

Contact the SFP team to discuss what matters most to you in retirement 🔗https://www.sydneyfinancialplanning.com.au/request-a-meeting/

Your career is gaining momentum, and your financial plans should grow with it.This stage of life can bring increasing in...
31/08/2026

Your career is gaining momentum, and your financial plans should grow with it.

This stage of life can bring increasing income, new opportunities and bigger goals. It may also be the ideal time to create a clear plan for investing, property, superannuation and the future you want to build.

Make the most of your income, opportunities and time:
https://www.sydneyfinancialplanning.com.au/who-we-help/life-stages/young-professionals/



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.

The best kind of financial update? Money is no longer taking up so much headspace.That’s what stood out in this client’s...
28/08/2026

The best kind of financial update? Money is no longer taking up so much headspace.

That’s what stood out in this client’s feedback: the freedom to get on with life without constant financial worry.

Start a conversation about your financial future:
https://www.sydneyfinancialplanning.com.au/request-a-meeting/

Financial planning doesn’t need to feel complicated. Sometimes, the right information and clear guidance are all it take...
27/08/2026

Financial planning doesn’t need to feel complicated. Sometimes, the right information and clear guidance are all it takes to feel confident about what comes next.

Clear answers, useful insights and a process that feels refreshingly painless- exactly how financial planning should feel.

Ready to gain more clarity around your finances? Book a time with Sydney Financial Planning:
https://www.sydneyfinancialplanning.com.au/request-a-meeting/

Peace of mind doesn’t always come from having every answer. Sometimes, it comes from knowing someone is looking after th...
25/08/2026

Peace of mind doesn’t always come from having every answer. Sometimes, it comes from knowing someone is looking after the details, keeping an eye on the bigger picture and helping you move forward with confidence.

That’s the difference thoughtful financial advice can make.

Learn more or book a time with our team:
🔗https://www.sydneyfinancialplanning.com.au/request-a-meeting/

Starting your career or saving towards a major goal?The financial decisions you make today can help shape the opportunit...
24/08/2026

Starting your career or saving towards a major goal?

The financial decisions you make today can help shape the opportunities available to you tomorrow.

From managing your cash flow and understanding super to saving for a home and learning the fundamentals of investing, strong foundations can help you move forward with greater confidence.

Discover support for those starting their financial journey:

👉https://www.sydneyfinancialplanning.com.au/who-we-help/life-stages/starting-out/

Retirement can feel close and still come with plenty of unanswered questions.Would you review your super, work out your ...
21/08/2026

Retirement can feel close and still come with plenty of unanswered questions.

Would you review your super, work out your expected retirement expenses or reconsider when you plan to finish work?

There’s no single answer that suits everyone. The right first step depends on where you are now and what you want retirement to look like.

What would you do first?

Ready to talk it through? Call 02 9328 0876 or book a time with our Sydney Financial Planning team: https://www.sydneyfinancialplanning.com.au/request-a-meeting/



*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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