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02 8215 1511
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02 8215 1511
Get in touch today
 * Home
 * About Us
 * About You
 * Our Services
   * Financial Planning
   * Retirement Planning
   * Super/SMSFs
   * Insurance
 * Resources
   * Blog
   * Knowledge Centre
   * Financial Services Guide
 * Contact




SYDNEY FINANCIAL PLANNERS



ADVISING PROFESSIONALS, SENIOR MANAGERS, EXECUTIVES AND HIGH NET WEALTH
INDIVIDUALS TO LIVE A RICH AND FULFILLED LIFE.


Our services
Get in touch


OUR 5-STEP ADVICE FRAMEWORK

We specialise in pre-retirement financial advice and offer a 5-step holistic
approach that strives to create a robust and comprehensive financial plan. 

Learn more


CREATE



… a financial plan for a rich and fulfilled life.

The starting point for any financial plan is knowing where you are now and where
you want to be. A plan captures the big picture as well as the small details. It
provides the tactics you’ll need to help you succeed.

GROW



… your wealth, build assets, create passive income.

Building a solid financial foundation isn’t all or nothing. It is about making
smart decisions along the way. Utilising income and making the most of tax
efficiencies, building assets and creating passive income.

MANAGE



… your investments with proactive qualified advice.

Shares, investment properties, businesses or SMSFs – everyone’s circumstances
are a different, so we manage every portfolio with the care and detail of a
bespoke service. We make the complex, simple.

FUND



… your retirement lifestyle of freedom and choice.

It is important to begin your retirement on firm financial ground. With little
or no debt, and a plan to comfortably afford doing the things you love, with the
people who make you happy.

PROTECT



… yourself, those you love and all you’ve achieved.

You need to plan for the downsides which aren’t always about falling asset
prices. They can be sickness or accidents and these events can wipe out your
ability to earn an income and disrupt your future plans.




SERVICES WE OFFER


FINANCIAL PLANNING

A strategic, holistic approach for answering: “when can I retire, and will I
have enough?”
Learn more


RETIREMENT PLANNING

Sustainable income streams for funding your retirement lifestyle and aged care.
Learn more


SUPER/SMSFS

Ours is a proactive, advised-approach for growing retirement savings tax
effectively.
Learn more


INSURANCE

Protecting your livelihood, especially when others depend on you.
Learn more


TAILORED FOR YOU


PRE-RETIREES

You’re a professional in your late 40s or early 50s, and you’re in the prime of
your career. A highly qualified professional, or successful business owner.


About You


RETIREES

You’re about to retire, or you already have, so you’re no longer on a salary and
that means you’re relying on passive income streams to fund your lifestyle.


About You


ACCUMULATORS

You’re in your early to mid-40’s, highly qualified and progressing well in your
career. You may be an individual or couple, high earning with considerable
responsibilities.


About You


OUR TESTIMONIALS

Anthony and his team take a proactive approach to identifying my evolving needs
and risk appetite, then translate that into effective investment strategies.
Apart from their excellent advice and service, it is great to have peace of mind
knowing that I have an expert team protecting my future financial security.
Mark
Leppington
Anthony has been my financial adviser now since 2004. There have been many
turbulent times in the market but throughout he has provided well considered and
reliable investment guidance based on my requirements. Happily, I am now in a
much stronger financial position despite these market challenges.
Ken
Balmain
Anthony has always diligently ensured he fully understands our needs, risk
preferences and expectations. His subsequent advice on the approach and action
to be taken, and the plans to deliver this has always been timely, comprehensive
and effective.
Phil & Brenda
Chermside


OUR BLOG

CAN YOUR SUPER DEATH BENEFIT GO TO THE WRONG PERSON?

September 21, 2023
Read more

YOUR MOST VALUABLE ASSET AND HOW TO PROTECT IT

August 16, 2023
Read more

HOW AI IS SUPERCHARGING FINANCIAL SCAMS

August 16, 2023
Read more

IS EARLY RETIREMENT STILL POSSIBLE IN A HIGH INFLATION ENVIRONMENT?

July 3, 2023
Read more

GOVERNMENT INCENTIVES TO HELP YOU BREAK FREE FROM THE RENTAL CRISIS

May 17, 2023
Read more

UNLEARNING THE BAD MONEY HABITS HOLDING YOU BACK

November 28, 2023
Read more

5 TRAPS TO AVOID WHEN GIVING AN EARLY INHERITANCE

November 28, 2023
Read more

WRITING A WILL? 4 NERVE-WRACKING DECISIONS YOU MIGHT FACE

November 28, 2023
Read more

TIPS TO HELP WITH SURVIVING THE FIXED RATE CLIFF

November 28, 2023
Read more

WHY INVESTING IN YOUR CHILD’S NAME CAN BE A BAD IDEA

September 21, 2023
Read more

CAN YOUR SUPER DEATH BENEFIT GO TO THE WRONG PERSON?

September 21, 2023
Read more

YOUR MOST VALUABLE ASSET AND HOW TO PROTECT IT

August 16, 2023
Read more

HOW AI IS SUPERCHARGING FINANCIAL SCAMS

August 16, 2023
Read more

IS EARLY RETIREMENT STILL POSSIBLE IN A HIGH INFLATION ENVIRONMENT?

July 3, 2023
Read more

GOVERNMENT INCENTIVES TO HELP YOU BREAK FREE FROM THE RENTAL CRISIS

May 17, 2023
Read more

UNLEARNING THE BAD MONEY HABITS HOLDING YOU BACK

November 28, 2023
Read more

5 TRAPS TO AVOID WHEN GIVING AN EARLY INHERITANCE

November 28, 2023
Read more

WRITING A WILL? 4 NERVE-WRACKING DECISIONS YOU MIGHT FACE

November 28, 2023
Read more

TIPS TO HELP WITH SURVIVING THE FIXED RATE CLIFF

November 28, 2023
Read more

WHY INVESTING IN YOUR CHILD’S NAME CAN BE A BAD IDEA

September 21, 2023
Read more





MEET THE TEAM

STEPHEN GYAU-AWUAH

March 31, 2023
Read more

DANIELA MILLER

March 31, 2023
Read more

KATE NEWTON

March 31, 2023
Read more

ANTHONY NEWTON

January 26, 2020
Read more

CHRIS VLAHOS

March 31, 2023
Read more

VICTOR PARKER

March 31, 2023
Read more

STEPHEN GYAU-AWUAH

March 31, 2023
Read more

DANIELA MILLER

March 31, 2023
Read more

KATE NEWTON

March 31, 2023
Read more

ANTHONY NEWTON

January 26, 2020
Read more

CHRIS VLAHOS

March 31, 2023
Read more

VICTOR PARKER

March 31, 2023
Read more





HOW CAN WE HELP?

Get in touch today

SERVICES


 * Financial Planning
 * Retirement Planning
 * Super/SMSFs
 * Insurance

CONTACT



EMAIL US

02 8215 1511

SYDNEY AUSTRALIA

MON–FRI, 9AM–5PM

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