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.

“We finally feel like we’re moving forward with confidence.”That’s what good financial advice should feel like.Supported...
03/06/2026

“We finally feel like we’re moving forward with confidence.”

That’s what good financial advice should feel like.

Supported. Informed. Prepared for what’s ahead.

Thank you to our client for the kind words about the team at SFP. Helping people feel more secure about their future is why we do what we do.

If you’re ready to have a conversation about your financial future, we’re here to help.

Book a conversation👉https://www.sydneyfinancialplanning.com.au/contact-us/book-a-meeting

Behind the Advice | Gary Winwood-SmithMost people don’t want more financial noise.They want clarity.For Gary, financia...
01/06/2026

Behind the Advice | Gary Winwood-Smith

Most people don’t want more financial noise.
They want clarity.

For Gary, financial peace of mind comes from having a clear, structured plan, one that helps turn uncertainty into confidence and goals into something achievable.

Because without a plan, even the best intentions can stay just that… intentions.

The right advice can help bring direction to your future and confidence to the decisions you make today.

Learn more about Gary https://www.sydneyfinancialplanning.com.au/who-we-are/our-planning-team/gary-winwood-smith

01/06/2026

*Disclaimer: This page and posts contain 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*

Your future deserves clarity.Not confusion.Not overwhelm.Not second-guessing every financial decision.The right advice c...
29/05/2026

Your future deserves clarity.
Not confusion.
Not overwhelm.
Not second-guessing every financial decision.

The right advice can help bring confidence, structure, and peace of mind, so you can focus more on living and less on worrying about money.

If you’re looking for clearer direction around your financial future, Sydney Financial Planning is here to help.

Book here 👉https://www.sydneyfinancialplanning.com.au/contact-us/book-a-meeting

We’re incredibly grateful for the trust our clients place in us.Many of our relationships span years, even decades, and ...
27/05/2026

We’re incredibly grateful for the trust our clients place in us.

Many of our relationships span years, even decades, and it’s a privilege to support people through different stages of life. From the early days of getting started, through to achieving major milestones and planning for the future, these long-term partnerships are what financial planning is all about.

It’s not just about strategy; it’s about consistency, guidance, and being there over time as life evolves.

Thank you to our clients for allowing us to be part of your journey.

More about SFP: https://www.sydneyfinancialplanning.com.au/

It usually starts with a late-night Google search….“How do I get financial peace of mind?”That moment where you’re think...
25/05/2026

It usually starts with a late-night Google search….
“How do I get financial peace of mind?”

That moment where you’re thinking about the future, running through the “what ifs,” and wondering if you’re doing the right things.

The truth is, it doesn’t come from one big move.
It comes from understanding where you stand, having a clear plan, and knowing someone’s helping you make sense of it all.

That’s when things start to feel more in control… and a lot less overwhelming.

Learn more about SFP here https://www.sydneyfinancialplanning.com.au/

Not every financial decision needs to feel overwhelming.Sometimes, it’s just about having someone in your corner who tel...
22/05/2026

Not every financial decision needs to feel overwhelming.

Sometimes, it’s just about having someone in your corner who tells it to you straight, helps you understand what’s going on, and keeps things steady when life feels uncertain.

That kind of guidance doesn’t just change your finances, it changes how you feel about your future.

Appreciative of clients who trust us to be part of that journey.

Book a meeting here https://www.sydneyfinancialplanning.com.au/contact-us/book-a-meeting or contact us on 02 9328 0876

Ever wondered who’s actually behind the advice you receive?Not just advisers.Real people who take the time to understand...
20/05/2026

Ever wondered who’s actually behind the advice you receive?

Not just advisers.
Real people who take the time to understand what matters to you, your goals, your concerns, and where you want to be.

At Sydney Financial Planning, our team brings together years of experience, different perspectives, and one shared focus: helping you move forward with clarity and confidence.

Because good advice isn’t just about numbers.
It’s about understanding your life and helping you build the future you want.

If you’ve ever wanted to put a face to the advice, this is them.

Learn more about our team:
👉https://www.sydneyfinancialplanning.com.au/who-we-are/our-planning-team

Behind the Advice | William BraceyWhat does financial peace of mind really mean?For Bill, it’s about knowing the peopl...
18/05/2026

Behind the Advice | William Bracey

What does financial peace of mind really mean?

For Bill, it’s about knowing the people who matter most are protected, no matter what life brings.

It’s about having a clear plan in place, so when challenges arise, there’s confidence in the path forward.

Because real financial planning isn’t just about today, it’s about creating long-term security for the future.

Learn more about Bill 👉 https://www.sydneyfinancialplanning.com.au/who-we-are/our-planning-team/william-bracey

Looking for a financial adviser in Sydney?It often starts with a search, but what you really want is clarity around your...
15/05/2026

Looking for a financial adviser in Sydney?

It often starts with a search, but what you really want is clarity around your next step.

Whether it’s retirement planning, investment advice, superannuation or tax strategies, the right advice helps bring everything together.

If you’re ready for more clarity around your finances and your next steps, book a time 👉https://www.sydneyfinancialplanning.com.au/contact-us/book-a-meeting

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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