How We Can Help

James 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.

We measure our success on our ability to help take the stress out of your finances so that you can focus on enjoying life and the things important to you.

Deal with someone you can trust and do not settle for anything less, your financial future is too important.

How we can help you with Financial Planning in Sydney
We work with people to help them achieve a level of financial security and independence that they could not have achieved or imagined themselves.  We prides ourselves on treating clients as people, not as numbers. From the wide range of services to the time and care taken to present and explain ideas, you will benefit from the comprehensive advice provided.  Below is a summary of the areas that advice is provided:
  • Wealth accumulation planning
  • Retirement planning / transition to retirement
  • Investment planning
  • Tax planning
  • Superannuation
  • Cash flow and budgeting
  • Estate planning
  • Funds management
  • Insurances
  • Property investment
  • Business succession
  • Corporate superannuation

Whether you are 18 years of age or 80, it is never too late nor too early to begin looking after your money. Financial planning is about creating opportunities from what you have to work towards success – being able to spend your life in your own way.

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