Independent Wealth Advice - Financial Advisor Sydney

Name: Independent Wealth Advice - Financial Advisor Sydney
Address: 14 Martin Place, Sydney, NSW, 2000, AU
Telephone: (02) 8880 8962
Price range: $$$
Rating: 5

Independent, fee-for-service financial planning tailored to your goals in Sydney.

5(5 reviews)

financial-advisor

$$$

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About

Independent Wealth Advice offers personalized, independent financial advisory services in Sydney, specializing in superannuation, investments, and retirement planning. With a fee-for-service model that prioritizes client interests, Andy provides expert guidance to help individuals and families achieve their financial objectives. Known for exceptional communication and practical advice, this firm delivers transparent, value-driven solutions without ongoing fees, ensuring confidence and clarity in financial decisions.

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Location

Suite 6, Level 12/14 Martin Pl, Sydney NSW 2000, Australia

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Information

14 Martin Place

Sydney, NSW, 2000

(02) 8880 8962 iwadvice.com.au/

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Services

Superannuation Strategy

Expert advice on optimizing superannuation arrangements to enhance retirement savings and tax efficiency.

Investment Planning

Personalized investment strategies tailored to your goals, risk tolerance, and financial situation.

Fee-for-Service Financial Advice

Transparent, one-off fee structure with no ongoing commissions, ensuring unbiased recommendations.

Retirement Planning

Comprehensive planning to secure your financial future and maximize income in retirement.

Financial Goal Setting

Guidance on setting and achieving short-term and long-term financial objectives with actionable steps.

5.00 · 5 reviews

Overall rating

Mark Golden

via Google

· 1 year ago

Andy is highly professional and competent. This was our first experience with a Financial Planner and being an independent planner, this gave us confidence that he was acting solely in our best interests.

Elly M

via Google

· 1 year ago

It is refreshing to meet a truly independent financial advisor who recommended products completely in our best interests. Andy’s business model means that I’ll never be paying uneasy ongoing advice fees. He’s set us up for the next 15 years and the money we have saved through his recommendations will well and truly cover the one off cost of his advice. I would highly recommend Independent Wealth Advice.

Kirsty Sloan

via Google

· 2 years ago

Andy provides a wonderful service. He is personable, professional and highly informed, and was able to give us a clear financial plan. We were very impressed with the independent financial advice Andy provided, and the time he took to understand our needs and work with us on our financial planning. Highly recommended.

Steve

via Google

· 2 years ago

I engaged Andy to help us improve our superannuation arrangements and his insightful advice has significantly uplifted our financial situation. His knowledge & experience were clearly evident from the outset. Andy’s fee-for-service business model is a refreshing approach within the financial planning industry and as a consequence, his services are great value. It was a pleasure working with Andy, helping us navigate Australia’s complex superannuation system & delivering a superior outcome for us. I highly recommend Andy for his exceptional expertise & personalized approach, excellent communication skills & commitment to helping us achieve our financial goals. Five stars without a doubt!

Rachael Hunter

via Google

· 3 years ago

I had the absolute pleasure of working with Andy, the most exceptional independent financial advisor, and I cannot sing his praises enough. From the moment we started our professional relationship, Andy's attentiveness and personable nature shone through, making the entire experience incredibly enjoyable. His ability to provide practical, easy-to-action advice was truly remarkable. With Andy's guidance, I felt completely comfortable and confident in the decisions I was making regarding my superannuation and investments. Thanks to his expertise and unwavering support, I have made remarkable strides in maximizing my financial potential. Andy's dedication to helping me do smart things with my money has been nothing short of life-changing. I am immensely grateful for his expertise, professionalism, and the genuine care he exhibited. Without a doubt, I can wholeheartedly recommend Andy as the best independent financial advisor one could hope to work with.

Sydney Financial Planning is a premier financial advisory firm based in Edgecliff, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. The team, including professionals like Gary, Bill, James, and Michael, specializes in breaking down complex financial concepts into understandable terms, creating tailored plans for investments, superannuation, and retirement. Known for their responsive, transparent approach and thorough knowledge, they provide ongoing reviews and education to ensure clients feel secure about their financial future. With a perfect 5-star rating, Sydney Financial Planning offers personable, professional guidance to navigate financial management effectively.

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