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Sydney's leading financial advisors and financial planners

 

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Award Winning Advice

FinancialAdvisor.com.au is operated by James Gerrard, named one of Australia’s top 50 financial advisers by Wealth Professional. James has been ranked number 23 Financial Planner in the country according a Wealth Professional analysis recently conducted. The award recognises dedication and hard work carried out by the top advisers named in the list. The article was published in Wealth Professional magazine (August 2012 edition).

Clarity, Empathy & Value

FinancialAdvisor.com.au specialises in providing professional financial advice and peace of mind to individuals, couples and families. Without the right structure, guidance and advice, people tend to ‘drift’ through life and usually do not make optimal financial decisions. Our clients have busy lives so they entrust us to provide them with timely and pro-active financial advice so that they can make their money work harder for them.

Free Consultation

James Gerrard is one of Sydney’s leading Financial Advisors and is regularly quoted in the media on Financial Planning matters. James is also a regular writer for The Australian newspaper and appears on Sky Business News. If you would like to meet with a Financial Advisor you can trust, make an appointment to meet with James. First meeting at no cost.

James on Sky News - Diversifying into Shares



Recent Articles

  • November 8, 2024 - How to Invest in Turbulent Times
    Navigating the financial markets during periods of turbulence can be daunting for even the most seasoned investors. Market volatility, driven by economic uncertainties, geopolitical tensions, or unexpected global events, can test the resolve and strategies of any investor. However, with a well-considered approach, it is possible to safeguard assets and even identify opportunities for growth. more »


  • November 8, 2024 - Applying Warren Buffett’s Investment Methodology to $1 Million in Assets
    Warren Buffett, the “Oracle of Omaha,” is renowned for his extraordinary ability to generate wealth through strategic investments. His philosophy, which emphasizes value, patience, and a deep understanding of the businesses he invests in, has made him one of the most respected figures in the financial world. But how can an Australian investor apply Buffett’s more »


  • October 8, 2024 - How Best to Invest a Self-Managed Super Fund (SMSF): Key Considerations
    Self-managed super funds (SMSFs) offer Australians a unique level of control over their retirement savings. However, with this freedom comes responsibility, and it’s crucial to make informed decisions about how best to invest those funds. Here are key considerations to help guide SMSF investment decisions, ensuring you not only meet your retirement goals but also more »


  • October 8, 2024 - Buying Property in a Family Trust vs Company vs Own Name: What Australian Investors Need to Know
    Investing in property is one of the most reliable ways to build wealth in Australia, but the way you structure your purchase can have a big impact on your financial outcomes. Whether you buy property in your own name, through a family trust, or via a company, each approach comes with its own set of more »


FinancialAdvisor.com.au is a corporate authorised representative of Australian Financial Advisory Group Pty Ltd ABN 97 600 785 797 AFS Licence No. 475300. Licensee address 9/99 York Street Sydney, NSW, 2000