Meet our planners
Meet our inspiring team
Making a fundamental difference for clients is what motivates us. Our talented team is available to meet with you in Edgecliff, in Sydney’s Eastern Suburbs, or Corrimal, in the Illawarra’s North Coast.
We all have a unique story
Each of our clients has a unique story and set of circumstances, but in each story many things will resonate. Find out how we were able to help Leigh find the plan that works for her future goals and dreams.
Sydney Financial Planning awarded winners
Experienced and trustworthy association with Sydney Financial Planning and its founder and principal over 30 plus years. Their advice has been exemplary and I have relied on their expertise to the full extent and continue to so do. I recommend them without hesitation.”