Financial Planning and Advice
Share's and Managed fund Portfolios
At Sydney City Financial Planning, our primary focus is on managing and growing the wealth of our clients. We achieve this by deeply understanding your unique requirements and objectives. Using modelling tools, we assess various scenarios tailored to your specific circumstances. Whether it's optimising your superannuation or managing portfolios outside of superannuation, our goal is to maximise returns while mitigating risks.
We place great emphasis on building strong relationships based on trust and commitment. By working closely with our clients, we strive to deliver the best possible results and help you achieve your financial aspirations.
Property investment
Our in-depth cash flow modelling services ensure you consider all expenses associated with investment property acquisition, along with the tax benefits. Leveraging our expertise as mortgage brokers, we deeply understand your borrowing capacity, helping you towards the ideal property. This meticulous approach provides you with clarity and confidence throughout the buying process.
We also offer expertise and advice on property purchases through your self-managed super fund (SMSF), should this be a consideration for you. With our guidance, you can navigate the complexities of SMSF property investment confidently and effectively.
Personal Insurances
Sydney City Financial Planning offers tailored strategies for wealth management, including optimising superannuation, managing diversified share portfolios and property investment advice. Additionally, we provide expert analysis and personalised solutions for personal insurance needs, ensuring optimal coverage and tax considerations.