Financial Advisor Sydney

We are wealth management experts. We have the tools, experience and strategic planning ability to work with you to make your financial future bright. We believe in making an investment in your future by developing a lasting partnership with you.

 

We aren’t owned by or partnered with any bank, financial institute or product, and so our motivation is always driven by you and creating your best outcome, instead of being focused on sales and KPIs.

Financial Planner Sydney

Good advice
helps you get
where you
want to go...
Play video

As your financial planner, we are committed to helping you reach your goals and make your dreams a reality. While we all seek financial freedom and the flexibility to pursue our goals and objectives, the particulars will always be unique to you.

Would you like to organise your finances with a financial advisor so that you can comfortably afford that yearly vacation? Perhaps you’re wondering about the best way to guarantee a sizable retirement fund. Of course, it may be an even longer-term priority such as a private school fund for your children.

Because we understand that everyone wants something different, we’ll spend time with you in relaxed, no-pressure sit-downs to discover together what exactly is it you're looking for in a financial plan. Then we’ll craft a custom plan designed to fit your needs.

Whatever your goals may be, you need a financial plan with wealth creation advice that is specifically tailored to you. Many larger corporations offer a number of set 'packages' that claim to target specific goals. However, with so many factors involved in each specific case, the success of these pre-designed plans is far from guaranteed.

As a leading financial advisor Sydney wide, we offer tailored wealth management that is designed just for you.

As a leading financial advisor Sydney wide, we offer tailored wealth management that is designed just for you.

What we Offer

Wealth Creation Advice

For wealth creation, you need access to solid wealth creation strategies that will work with your goals and financial situation to get results. We can provide you with investment strategies that are geared towards your goals. We believe in giving you choices and offering you advice and education so that you feel confident and strong about the decisions that you are making with your money. From advice on cash flow management to property investment – we can help.

Superannuation Advice

Clever wealth management, coupled with a greater understanding of how to make your superannuation work for you, is what will gear you for success. After all, by the time you are retired and have access to your super, it may be the second most valuable asset after your home!

Get super advice to prepare for a more abundant future for your retirement, to take advantage of potential government co-contributions, and to find out if investment through a self managed super fund might be right for you. We are the superannuation advisor you can trust with your retirement. Get in touch with a financial planner from Mirador today.

Financial Planning
Financial Planning

SMSF Advice

The self managed super fund (SMSF) has become a choice for motivated and financially savvy people who want greater control over their investments. At last count, there were over a million members in Australia managing their retirement with a SMSF. If you’re wondering if a SMSF is right for you, we can help. We offer SMSF advice about your self managed super and can offer SMSF strategies as your SMSF advisor. For a super advisor who really knows super – get in touch today.

Wealth Management

Get comfortable with your financial future with our wealth management strategies. Discover how you can meet your long-term financial goals using our expert advice and ongoing support.

Financial Planning

If you want a roadmap to wealth that’s easy to understand, we can help. Our advisors will work with you to create a custom-built plan with plenty of signposting. Understand where you are today, and get ready for a brighter tomorrow.

Insurance Advice

Sometimes life doesn’t go the way we planned. One of the cornerstones of your financial plan should be insurance and protection. After all, it’s far better to be set up to protect your financial future than not to be. Whether you need trauma insurance advice, TPD insurance advice, life insurance advice or information about income protection, we can help. Get in touch for insurance advice to discover how you can protect your future even as it grows.

Cash Flow Management

Ever scratched your head and wondered where all your money goes at the end of the month? You might need some help with cash flow management! Very few people know where their money goes – and even fewer people have savings goals or investments set aside. Discover a new outlook on your finances with budgeting and cash flow management from a financial planner, and take a deeper look at where your money goes.

Debt Advice

If you are struggling, if you need some help with debt or are looking for some debt management solutions, we can help you. Our debt solutions are geared towards minimising bad debt (things like credit cards or anything where you don’t get a return or income) and maximising good debt (anything where you get a return, or that is tax deductible).

Contact Us

Call us now on (02) 8014 5889 and get started today with financial management solutions tailored for you.

Call us at
(02) 8014 5889

or use our convenient online form to book a no-obligation appointment that fits your schedule!

Free consultation

For wealth management Sydney wide, you need financial planners who can help. Get in touch today to find out more about how we can help you transform your finances.

Through years of experience as Sydney’s top financial advisors, we’ve learned that the only way to successfully do this is to truly understand our clients - not just your finances, but also your day-to-day life. Unlike large corporate planners, we take the time to discover the path to your goals that will also allow you to live the life you want.

As a sign of our dedication, we offer an initial free consultation if you are interested in improving your financial life.