Best Financial Advisors In Sydney Near Me

4worldlovers: Making a fundamental difference for clients is what motivates us. Our talented team is available to meet with you in Edgecliff, in Sydney’s Eastern Suburbs, or Corrimal, in the Illawarra’s North Coast.

Each of our clients has a unique story and set of circumstances, but in each story many things will resonate. Find out how we were able to help Leigh find the plan that works for her future goals and dreams.

4worldlovers: Hi, my name is Claire Mackay and I am an independent financial planner. I am also a business owner and non-executive director.

You manage significant family wealth and you want to work with a professional who you can trust to build and protect that wealth.

You are looking to fund your dream retirement or have already retired and concerned about managing your family wealth and ensuring your loved ones will be looked after if cannot do do so in the future.

If you lead a busy life and are time poor, you will understand the value of delegating management of your finances to a trusted advisor. You want independent, ethical advice not tied to any institution or product provider.

I work with a select number of clients so I can give you the attention you expect. Our goal at Quantum Financial is to provide you with the highest level of tailored service. To add far more value than you pay for with our fixed fees.

As well as being an independent financial planner, I am a qualified CA, CPA, Chartered Tax Analyst, GAICD, Self Managed Super Fund expert and a lawyer. That means you get the very best financial advice across your entire financial situation.

4worldlovers:

Please Note: Mirador Wealth Management has ceased providing advice. We can refer you to another adviser that can assist, and we do not receive any type of benefit or remuneration for referring.


Mirador Wealth Management is the top local choice for Financial Advisors and Wealth Management Experts here in Sydney. Our tools, experience, and strategic planning capabilities are here for one single purpose: Building Your Financial Freedom.

We aren’t owned by or partnered with any bank, financial institution, or product, and so our motivation is always driven toward your specific financial goals.

Our Clients receive expert financial advice. That advice is always driven by analytical data, backed with industry knowledge and scaled to meet their individual metrics.

Mirador Wealth Management Financial Advisors understand the challenges many people face when planning for retirement. Therefore, our wealth management strategies are focused on achieving long term goals with realistic short term financial milestones.

If you are serious about your financial freedom, building your wealth, managing your financial risk, contact Mirador Wealth Management today.

As Financial Advisors, 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, and that’s sometimes why speaking to a financial advisor is beneficial.

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.

4worldlovers:
We advise a select group of successful professionals, business owners and jet setting retirees.

Quantum Financial clients have a life and are time poor. They value dealing with a professional and are willing to delegate management of their finances and partner with a trusted, expert advisor to protect and build their wealth.

Quantum Financial clients want independent, ethical advice not aligned with a large institution or product provider.

We are one of Australia’s few truly independent private wealth management businesses. Our multi-disciplinary advisors come from successful careers in investment banking and accounting and are among the best in the country.

4worldlovers: The services that we provide to you are all documented in writing, written in plain English and kept as short as possible. We take the time to explain the ins and outs to you until you are ready to make your own mind up.

Advice and access to research for the best managed funds, direct shares, hedge and exchange traded funds (ETF’s). Tailor your investments to match market conditions – take advantage of a falling dollar or invest in gold, focus on developing local companies or use internal gearing to try to boost investment returns.

Advice and access to product and feature comparisons, strategies to reduce or eliminate your tax, boost your super or provide you with additional cash flow. Find out where you stand compared to others, find and combine your super funds.

Advice and strategies to help you deal with Centrelink, improve your access to government assistance like the Age Pension, as well as navigate the complexities of the Age Care system. Special investment structures can often be used to reduce assessable income and there may be exemptions for assets, allowing you to receive additional assistance.

Advice and access to personal and business insurance product and feature comparisons, that enable you to focus on products and options that may provide a better chance of successful claims. We can also help those with medical conditions to investigate which insurers will offer more favourable terms or remove existing conditions.

4worldlovers: Sydney Financial Group is a privately owned, goal focused financial planning firm, located in Rhodes NSW. Our Advisers have multiple years of experience & have quickly worked out that asking better questions is the key to a better outcome. We feel this belief is what separates us from other planners out there.

4worldlovers: Join over 3,125 Clients who have a clear pathway to Financial Peace thanks to our Property Portfolio Plan


Financial uncertainty is no fun. Don’t be held back. You were designed for more.


Your Qualified Property Investment Advisor will get to know you, your situation and your deepest desires for the future


After working with you one on one, we tailor an individual roadmap to achieve your lifestyle goals and financial desires


By following your tailored plan you will reach your full potential, retiring with your dream passive income, which will free you up to make your unique contribution to the world

1st time investor >>Why this couple think we are like a hub...

"It's funny you called it a Property Portfolio Plan. It's more like a life plan.."

They wanted to focus on one goal at a time but...

"Just because you can buy a property doesn't mean you actually know anything and they..."

Young professionals >>How this investor overcame being stung by a spruiker…

How To Build A Property Portfolio And Retire on $2,000 a Week

An exclusive Masterclass from Bryce Holdaway and Ben Kingsley, two of Australia’s most trusted property investment advisors.

"My partner and I are 33-34 years old. Although we are both relatively good with the way we manage money, we needed that extra expertise and accountability when it came to an investment strategy. This is what Empower Wealth gave us. I’m excited to see how quickly we can develop and grow our portfolio and this plan makes it feel well and truly in reach. Thank you to our Qualified Property Investment Advisor, Mortgage Broker and Financial Planner for your assistance thus far."

The Financial Planning Team were friendly, patient and professional, even though some of the terms required to be used were very technical they were able to explain to me so I could easily understand. Thanks heaps for you helps guys.

I couldn't recommend Empower Wealth's Mortgage Brokerage services more if I tried. The team behind 'Team Dean' were nothing but thorough throughout the entire process, explaining each stop along the way, even checking to make sure all the accounts were in order after all was said and done. I've never experienced that with a Mortgage Broker with any of my previous loans!!

We recently engaged Nicole Slade as our Buyer’s Agent. Nicole managed to purchase an investment property in Melbourne on our behalf and the whole transaction could not have gone smoother. Initially, we were a little apprehensive to purchase a property interstate, but as soon as we spoke to Nicole we felt confident that she was the BA for us. Nicole kept us well informed at all times, we were given updates regularly. The properties were thoroughly inspected, providing us with photos/videos and ample information and statistics making our decision an easy one. As well as this Nicole is well respected by the local real estate agents. We cannot thank Nicole enough. We are very happy and confident with our purchase and would definitely use Nicole’s expertise again.

Simon and the team were outstanding across the board. They made buying our first home super easy and could not recommend their services to others more. We are actually excited to link forces again when we look at taking our next step in the property investment world.

"Myself and my partner have recently undertaken a property portfolio plan until retirement with empower wealth. We are in a unique situation where I am about to transition from defence, we have moved interstate and my partner does not have a job as yet. Regardless of all of this, Paul and his team at empower wealth have been able to account for all of our future plans and created a really solid plan to retirement. It is early days yet but we are both very excited and optimistic for the future knowing that if we follow our plan, we will be very comfortable in retirement."