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Our Unique Value

Getting the structure right for the future you choose...how can we add value? Why pay for advice?

The team at Sydney Financial Planning take pride in our ability to get the best for our clients. Our down to earth approach, ability to connect with our clients and many years of experience makes this possible. Often, after meeting new clients, they comment on how they now actually understand the complex and oftentimes daunting financial issues and jargon.

Our initial meeting is all about getting to know you and seeing if we can add value to your financial position. In fact, we will only go ahead and formulate a plan if it is clear that we can add value.

We won’t go ahead unless we are certain you will be better off. Everyone has a different reason for coming to see us, and so success means something different to each client. But, from our experience, in most cases we add value in these 4 ways:

Practical Value

Our advice will save you time. Our strategies will give you the confidence and the discipline to succeed. We will streamline, simplify and manage your finances, and help you make the right decisions.

Intrinsic Value

Our qualifications and ongoing professional development mean that we understand the latest rules and how they work. Our years of experience and expertise mean that we know how to explain all this to you in plain English.

Financial Value

We will save you tax, protect your assets, manage and reduce your debts, help you accumulate wealth and make your money work harder for you.

Emotional Value

Our ongoing relationship means that there will be someone there to take care of it all. This means less stress, more peace of mind and the knowledge that everything is taken care of.

 

If it is clear that we can add value to your situation, we will discuss our fees with you and tell you upfront what it will cost. We do not receive commissions from investments that we place for you.

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