• Best Financial Planning Sydney
    Financial Planning, Investment & Insurance Solutions
    Dedicated to helping people across Sydney & NSW with their financial needs.
  • Maximise Your Financial Opportunities
    Planning today for your ideal tomorrow - strategies to accumulate, grow & protect wealth
  • best sydney financial planning
    Access Leading Edge Investment Opportunities
    Invest with the benefit of academically proven methods backed by decades of research.
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    Protect Yourself & Your Loved Ones
    Insurance Solutions For Life, Income, Disability & Illness.

Understanding Our Process

Plan

Are you making the most of what you have?

Invest

Are you speculating or actually investing?

life Insurance advice sydney

Protect

Have you protected yourself and your family?

Blue Diamond Financial Latest Videos

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6 Steps to Successful Investing

By joining you will receive the 6 Steps to Successful Investing (Part 2 Video), Ultimately, we are looking to turbo-charge your wealth, and to avoid the pitfalls that most investors experience. Time is the most important factor when it comes to building your wealth so don't delay.

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The Blue Diamond Financial Difference

Blue Diamond Financial is built on solid foundations with a commitment to providing great customer service, clear and easy to understand communication and peace of mind and a sense of confidence to all people of any age and circumstances in their life now and into the future.

  1. No Ties To Banks or Institutions

    Blue Diamond has no ties to any bank, fund manager or financial institution. We are free to recommend what is best for you and not what is best for a large parent company’s shareholders.

  2. Evidence Based Investment Process

    Blue Diamond uses an academically proven investment process that rejects speculation and focuses on the elements you can control – diversification, asset allocation and keeping fees low.

  3. 25+ Years of Financial Industry Experience

    The founder of Blue Diamond has 25+ years of experience in the finance industry. In addition, we regularly interact with a number of good advisers providing a supportive culture that ensures each client benefits from the collective knowledge base.

LATEST NEWS

April 16, 2018
Tower & Diamond Blues In 2015 it was the hottest thing in Western Sydney. Blacktown’s Altitude Tower, the first high rise in the area. The media breathlessly reported 90% of the apartments were sold on ..
April 2, 2018
Expect Uncertainty in Retirement Certainty. We all deserve it, don’t we? Especially as we get older, the expectation we can rely on the same things to keep working and providing for us over decades of retirement. ..
March 16, 2018
In & Out of Fashion The latest investment fad is over. Bitcoin went from euphoria to revulsion inside of three months. Only a reality television marriage could turn uglier at a faster rate! The proof ..
February 27, 2018
Time Traveler Less Believable Than Forecasters? Last week the media were excitedly reporting on a man named Noah who claimed he had traveled back in time from the year 2030. Noah had some great stories to tell about the future a ..

Testimonials

We would highly recommend Blue Diamond Financial to anyone seeking financial advice and planning to secure their future. Martin sourced the right products for us, ensured we understood the jargon and stays in regular contact . Martin made this easy!

Jayne Robinson & Louise Harrison

Martin has been nothing but professional in putting my well being and financial position first, he is very easy to talk with and helped explain many items which was at first confusing. He has given me advice on a wide variety of financial questions in regards to my future by improving my Superannuation and safe guarding my retirement. We now have great Superannuation that is invested for our future growth and have the ultimate cover that is perfect for our family.

Debbie Turner

Martin from BDF made complex matters simple and easy to understand with a step by step process that effectively reduced our tax liabilities whilst still being able to save for a comfortable retirement. We were hesitant at first paying for advice as we didn’t know who to trust and if it would be money well spent. But having someone there in your corner 24/7 to ask what may be considered silly questions allowed us as a family to focus on living for today while maintaining a close eye on where we are heading and being ready for what tomorrow may bring.

Matthew & Lianna Koller - Projects Manager