Best Financial Planner Sydney

Who is the best financial planner in Sydney? Depends who you ask. With 25 years financial and investment market experience, Blue Diamond Financial are the financial planner in Sydney you can definitely trust to guide you towards your financial goals. Blue Diamond’s founder, Martin Cossettini has worked in the UK and Australia. Martin has experience working at some of the biggest financial institutions in the world. Now working for private clients in Sydney Norwest, the Hills District (Hills Shire)  including Bella Vista, Baulkham Hills, Kellyville, Blacktown, Paramatta & Northmead and also across Greater Sydney, Martin can provide strategic financial advice tailored to you needs no matter your stage of life or your financial or life goals.

Blue Diamond’s investment philosophy is rooted in the belief that a financial planner should only provide evidence based investment solutions for their clients. Your financial future is too important to be left to gut feel or the latest financial fad. This means Blue Diamond never pursues unproven investment strategies and takes no risks that haven’t been already proven to provide a reward. Blue Diamond Financial will build an investment portfolio appropriate to your needs and mindful of your risk tolerance, while avoiding speculative and untested investments. You can trust our investment solutions are not fads or the latest ‘hot idea’, we invest with strategies that have long term provided good rewards for risk taken.

best financial planner sydney

We believe in protecting our clients from the risks they may 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. These commitments do not stop if something unfortunate happens. With the early 50’s being the prime age for various life insurance claims, 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. This is what differentiates us from the majority of the financial planning industry. The trust of our clients is paramount to us.

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 financial future. We are financial business you can trust and we are licensed to an AFSL with a robust compliance system in place which ensures your peace of mind.

We believe this makes us your best choice as not just a financial planner in Sydney Norwest, the Hills District (Hills Shire)  including Bella Vista, Baulkham Hills, Kellyville, Blacktown, Paramatta & Northmead and also across Greater Sydney, but your financial partner as we form a long relationship and move towards your ideal financial life.

best financial planner sydney

Give us a call to learn more and arrange an obligation free meeting: 1800 773 202

Blue Diamond Financial Planner Sydney