Client Tools

Start your financial journey with Blue Diamond Financial’s client tools. We’re offer trustworthy financial planning in Sydney that caters for people at all stages of life.

From retirement planning and superannuation advice to investment solutions and life insurance advice. If you’re looking for a quality financial planning service in Sydney North West & The Hills District call Blue Diamond Financial. We service greater Sydney, Western Sydney, The Ponds, Kellyville, Stanhope Gardens, Bella Vista, Kings Langley, Blacktown, Lalor Park, Baulkam Hills, Castle Hill, Glenhaven, Northmead and Kings Park. Contact us today to arrange an obligation free meeting.

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 the Hills District (Hills Shire) and 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.

Trustworthy financial planning Sydney

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.

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.

Quality financial planning Sydney

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, but your financial partner as we form a long relationship and move towards your ideal financial life.