Retirement Planning Sydney

Retirement Planning Sydney North West

 

With 25 years financial and investment market experience, Blue Diamond Financial are the financial planner in Sydney you can trust to guide you towards your retirement with the appropriate strategies for you inside and outside of superannuation. Blue Diamond’s founder, Martin Cossettini has worked in Australia and the UK with experience working at some of the biggest financial institutions in the world. Now working for private clients in the Hills Shire/Hills District and greater Sydney, Martin can provide strategic financial advice tailored to help you ensure you maximise your assets for a better retirement.

Blue Diamond‘s investment philosophy is rooted in the belief that a financial planner should only provide evidence based investment solutions for clients – this is your retirement and it shouldn’t be left to chance. This means no unproven investment strategies and taking no risks that haven’t been already proven to provide a reward. We don’t chase fads and look for the next “hot” investment sector, we look towards assets and portfolio constructions that have consistently provided rewards. Blue Diamond Financial will build an investment portfolio appropriate to your needs and mindful of your risk tolerance.

Retirement Planning Sydney North West

We believe in protecting our clients from the risks they face in life. The importance of insurance cannot be overstated when it comes to a wage earner, business owner or someone with a young family and financial commitments. With the early 50’s being the prime age for various life insurance claims, being uninsured at the wrong time of life can seriously derail retirement planning. We believe it’s important that no one takes the “it won’t happen to me” approach to life insurance.

Blue Diamond works on a fee for service basis and accepts no commissions from third parties. This means Blue Diamond Financial is working directly for you as the client and not for a bank or financial institution, which is what differentiates us from the majority of the financial planning industry.

We are licensed to the privately owned FYG Planners financial planning dealer group. FYG Planners are an financial planning dealer group owned solely by advisers with the aim of helping financial planning businesses deliver the best possible service to their clients.

You will not find a financial planner in Sydney more committed to your retirement. We are financial business you can trust and we are licensed to an AFSL with a robust compliance system in place.

We believe this makes us your best choice as not just a financial planner in Sydney, but your financial partner as we form a long relationship and move towards your ideal retirement.

Retirement Planning Sydney North West

Give us a call to learn more about the right retirement strategies and arrange an obligation free meeting: 1800 773 202

Retirement Planning Sydney North West

 

Share this article

Share on facebook
Facebook
Share on google
Google+
Share on twitter
Twitter
Share on linkedin
LinkedIn

Recent Posts

All

YourSuper Comparison, Super Bad

September 14, 2021

Australia’s worst superfunds have finally been placed in the village stocks for...

Read More

Working Class Returns

August 23, 2021

Seven News recently featured a story on rocker Jimmy Barnes. Jimmy was selling...

Read More

One Hit Wonders

August 17, 2021

The one-hit wonder is a particular phenomenon in music that can be...

Read More

Client Alpha

August 16, 2021

The concept of adviser alpha has been floating around for several years...

Read More

End of Financial Year Reminder 2020/21

June 23, 2021

Salary Sacrificing a Bonus Awarded a bonus at work? Depending on circumstances,...

Read More

QUESTIONS? CHAT WITH US

Book A Meeting

We are here to help. Schedule a free appointment with us & we will help you with your financial needs.

Contact Us

Not sure where to start? Fill our contact form and we’ll get back to you. Or chat with us directly.