What are the 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

Sydney Financial Planning

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Australia
Edgecliff, NSW
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.

14/07/2026

Markets have delivered plenty of surprises over the past year, but what does it all mean for investors?

Our latest SFP Insights for July 2026 explores what's been happening in the markets, what's driving the changes, and what to keep an eye on in the year ahead.

Read the full update here:

https://www.sydneyfinancialplanning.com.au/insights/economy/market-update/2025-26-saw-lots-of-noise-but-strong-returns-again-can-it-continue

13/07/2026

Retirement isn’t just about finances; it’s about confidence.

Research found that among retirees, confidence in achieving long-term goals increased from 19% before advice to 90% after advice.

Having a plan can help bring clarity, confidence and greater peace of mind for what comes next.

Take the next step towards greater confidence in retirement. https://www.sydneyfinancialplanning.com.au/

10/07/2026

Trust is built over time and sometimes across generations.

Helping people feel informed, supported and confident about their future is about more than financial advice. It’s about listening, explaining things clearly, and helping people make decisions that feel right for them.

We’re grateful for the trust our clients place in us and proud to support them through different stages of life.

🔗https://www.sydneyfinancialplanning.com.au/contact-us/book-a-meeting
📞02 9328 0876

08/07/2026

Imagine feeling more confident about where your money is going and knowing your financial decisions are working harder for your future.

Small changes and the right structure can create momentum over time.

If you could improve one part of your financial life today, what would it be?

Explore what’s possible https://www.sydneyfinancialplanning.com.au/contact-us/book-a-meeting

06/07/2026

Getting on top of your finances isn’t always about doing more; sometimes it’s about creating structure and knowing where you’re heading.

Whether your goal is to pay down debt, invest, or plan ahead, small steps can build confidence and momentum.

What’s one financial goal you’d love to feel more organised about this year?

Learn more or start the conversation 🔗https://www.sydneyfinancialplanning.com.au/

03/07/2026

Retirement starts with the choices you make today.

Retirement planning isn’t about stepping away from work — it’s about creating more freedom, flexibility, and confidence for the years ahead.

Whether retirement feels close or still a long way off, the decisions made today can help shape the lifestyle you want tomorrow.

What’s one thing you’d like your future retirement to include?

Learn more or start a conversation 👉 https://www.sydneyfinancialplanning.com.au/

01/07/2026

One of the most rewarding parts of financial advice is helping make the complex feel simpler.

There’s something powerful about seeing confidence grow when people feel more informed about their future.

Want to explore what’s possible? Learn more and book a time here 🔗 https://www.sydneyfinancialplanning.com.au/

29/06/2026

You don’t have to have all the answers when it comes to your finances.

For many people, confidence doesn’t come from knowing everything: it comes from having someone in your corner who can help simplify decisions and keep long-term goals in focus.

What gives you the most confidence about your financial future?

To learn more or book a time to chat 🔗 https://www.sydneyfinancialplanning.com.au/

26/06/2026

It’s a question that often brings very different answers: start earlier, ask more questions, focus on the long term, or don’t try to do everything alone.

Financial decisions look different at every stage of life, but perspective is something many people wish they had sooner.

What would your answer be?

Learn more about Sydney Financial Planning 👉 https://www.sydneyfinancialplanning.com.au/

24/06/2026

Some financial decisions are too important to rush.

Having someone who takes the time to listen, understand what matters to you, and help you feel more confident in your choices can make all the difference.

At Sydney Financial Planning, we value building long-term relationships and supporting clients through every stage of their financial journey.

What gives you the most confidence when making financial decisions?

Learn more or book a conversation with https://www.sydneyfinancialplanning.com.au/

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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