Sydney Financial Planning

Sydney Financial Planning We have been leading investment planning specialist since 1988. Advice that stands the test of time.

Sydney Financial Planning is a group of experienced financial advisers in Edgecliff, NSW. We specialise in retirement planning, wealth planning and investment advice for inheritance, financial settlement payouts, sale/downsizing proceeds and post-divorce planning. We service clients from Potts Point, Woolloomooloo, Elizabeth Bay, Rushcutters Bay, Double Bay, Rose Bay, Vaucluse, North Bondi, Bondi,

Bondi Junction, Randwick, Bronte, Coogee, Maroubra, Woollahra, Bellevue Hill, Darlinghurst, Paddington, Moore Park & Surry Hills. For the best investment advice in Sydney's eastern suburbs, look no further.

The best recommendations often come from people you trust.Financial advice should never feel rushed or overwhelming. Tak...
15/06/2026

The best recommendations often come from people you trust.

Financial advice should never feel rushed or overwhelming. Taking the time to understand your goals, answer questions properly, and make sure you feel comfortable with every decision can make all the difference.

Because confidence in your future starts with feeling informed and supported along the way.

Contact us for a chat on 02 9328 0876 or book a time here https://www.sydneyfinancialplanning.com.au/contact-us/book-a-meeting

Financial planning isn’t about how much you have. It’s about what you do with it.And when it comes to retirement, giving...
12/06/2026

Financial planning isn’t about how much you have. It’s about what you do with it.

And when it comes to retirement, giving yourself more time can create more opportunities, flexibility, and choice for the future.

The right strategy started early can make a significant difference later.

Learn more about SFP here https://www.sydneyfinancialplanning.com.au/

Financial advice shouldn’t feel overwhelming.The best guidance helps turn complex financial decisions into conversations...
10/06/2026

Financial advice shouldn’t feel overwhelming.

The best guidance helps turn complex financial decisions into conversations that feel clear, practical and easier to navigate.

Helping clients better understand their options and feel more confident about the future is an important part of what we do at SFP.

Contact us for a chat on 02 9328 0876 or book a time here https://www.sydneyfinancialplanning.com.au/contact-us/book-a-meeting

Financial decisions feel different when you have experienced guidance and a strategy built around your goals.Strong long...
05/06/2026

Financial decisions feel different when you have experienced guidance and a strategy built around your goals.

Strong long-term relationships are built on trust, communication and advice that evolves with you over time. Helping clients feel supported through every stage of their financial journey remains an important part of what we do.

Call us on 02 9328 0876 or book a time here https://www.sydneyfinancialplanning.com.au/contact-us/book-a-meeting

“We finally feel like we’re moving forward with confidence.”That’s what good financial advice should feel like.Supported...
03/06/2026

“We finally feel like we’re moving forward with confidence.”

That’s what good financial advice should feel like.

Supported. Informed. Prepared for what’s ahead.

Thank you to our client for the kind words about the team at SFP. Helping people feel more secure about their future is why we do what we do.

If you’re ready to have a conversation about your financial future, we’re here to help.

Book a conversation👉https://www.sydneyfinancialplanning.com.au/contact-us/book-a-meeting

Behind the Advice | Gary Winwood-SmithMost people don’t want more financial noise.They want clarity.For Gary, financia...
01/06/2026

Behind the Advice | Gary Winwood-Smith

Most people don’t want more financial noise.
They want clarity.

For Gary, financial peace of mind comes from having a clear, structured plan, one that helps turn uncertainty into confidence and goals into something achievable.

Because without a plan, even the best intentions can stay just that… intentions.

The right advice can help bring direction to your future and confidence to the decisions you make today.

Learn more about Gary https://www.sydneyfinancialplanning.com.au/who-we-are/our-planning-team/gary-winwood-smith

01/06/2026

*Disclaimer: This page and posts contain information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information*

Your future deserves clarity.Not confusion.Not overwhelm.Not second-guessing every financial decision.The right advice c...
29/05/2026

Your future deserves clarity.
Not confusion.
Not overwhelm.
Not second-guessing every financial decision.

The right advice can help bring confidence, structure, and peace of mind, so you can focus more on living and less on worrying about money.

If you’re looking for clearer direction around your financial future, Sydney Financial Planning is here to help.

Book here 👉https://www.sydneyfinancialplanning.com.au/contact-us/book-a-meeting

We’re incredibly grateful for the trust our clients place in us.Many of our relationships span years, even decades, and ...
27/05/2026

We’re incredibly grateful for the trust our clients place in us.

Many of our relationships span years, even decades, and it’s a privilege to support people through different stages of life. From the early days of getting started, through to achieving major milestones and planning for the future, these long-term partnerships are what financial planning is all about.

It’s not just about strategy; it’s about consistency, guidance, and being there over time as life evolves.

Thank you to our clients for allowing us to be part of your journey.

More about SFP: https://www.sydneyfinancialplanning.com.au/

It usually starts with a late-night Google search….“How do I get financial peace of mind?”That moment where you’re think...
25/05/2026

It usually starts with a late-night Google search….
“How do I get financial peace of mind?”

That moment where you’re thinking about the future, running through the “what ifs,” and wondering if you’re doing the right things.

The truth is, it doesn’t come from one big move.
It comes from understanding where you stand, having a clear plan, and knowing someone’s helping you make sense of it all.

That’s when things start to feel more in control… and a lot less overwhelming.

Learn more about SFP here https://www.sydneyfinancialplanning.com.au/

Address

Suite 13/201 New South Head Road
Edgecliff, NSW
2027

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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