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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

Sydney Financial Planning

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Sydney Financial Planning

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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.

26/10/2026

Feeling comfortable with your financial adviser matters. Clear communication and a professional, considered approach can help you feel more confident about the decisions ahead.

Sydney Financial Planning values the trust clients place in our team and takes the time to understand what matters to them.

Learn more about our approach to financial advice in Sydney:
https://www.sydneyfinancialplanning.com.au/

23/10/2026

Your career is moving forward. Now you’re thinking about what that could mean for life outside work.

A first home, an investment portfolio, travel or more freedom down the track- there’s plenty to plan for in the young professional stage.

The challenge is deciding what comes first and how to balance future goals with enjoying today.

A financial adviser at Sydney Financial Planning can help you make sense of your options, from budgeting and investing to making the most of your superannuation.

Explore financial planning for young professionals.
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.

21/10/2026

Financial decisions can feel easier to approach when you understand the thinking behind them. Taking the time to ask questions and talk through your options is an important part of working with a financial adviser.

For Bill, financial advice is a conversation exploring what a recommendation means for you and how it fits your goals. That personal connection is part of his work with clients at Sydney Financial Planning

Learn more about what a financial advisor can do:
https://www.sydneyfinancialplanning.com.au/

19/10/2026

Feeling heard can make a real difference when planning your financial future. A caring financial advisor who takes time to understand your priorities can help you make informed decisions with greater confidence.

Michal and the Sydney Financial Planning team understand the importance of clear guidance and ongoing support as life and financial priorities change.

Explore how financial advice could support your next steps:
🔗https://www.sydneyfinancialplanning.com.au/request-a-meeting/
☎️02 9328 0876

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.

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/

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

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

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/

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.

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

Website

https://www.sydneyfinancialplanning.com.au/

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