Financial Planner Sydney

Financial Planning, Mirador Wealth Management

We know that financial security and growth doesn’t happen in a vacuum. We know that you have a life filled with responsibilities and unexpected things that pop up and demand your attention.

When our financial planners meet with you, we’ll identify potential challenges and work with you to grow your wealth with your goals, objectives and limitations in mind.

We provide you with strategies that are developed with you. We don’t do cookie-cutter solutions. Want to send your children to private school? Perhaps you’re ready for retirement and want to organise your cash flow for the years ahead? Whatever your goals in life, if you don’t have a plan, you’ll find it harder to get to your destination.

Sound financial planning from a financial advisor in Sydney will help you grow your wealth and get you to where you want to be. Get in touch today on (02) 8014 5889.[/vc_column_text]

Sydney-Based Financial Planners

We believe that good financial advice is essential in helping our clients reach their goals and dreams. Ultimately though, financial planning is about you. Where are you today, where do you want to be tomorrow, and what would an ideal life free of financial worries look like to you?

Putting together a roadmap and plan is essential if you want to succeed. Our advisors want to understand what motivates you, and what you’re looking forward to, so that we can assist in structuring a tailored plan that is custom built for you and your goals, using stepping stones and a path needed along the way.

Our financial planning involves:

  • Creating, growing and maintaining wealth through sound financial strategies;
  • Understanding where you are today, and where you want to get to in the years ahead;
  • Setting clear and manageable goals with actionable pieces of advice;
  • Implementing investments and strategies along the way; And
  • Monitoring, refining, and perfecting as time passes and plans change or modify.

Everyone is different, and that is why we don’t believe in a one size fits all approach. We take time to truly understand what it is that you are looking for, and ensure that our plans meet your own goals.

Let us know how we can help create the future that’s right for you by calling (02) 8014 5889 or contacting us today.


Get in touch with an expert financial planner!

The Value of Financial Planning

When you think about it, cost is only a concern when you don’t see the value of something.

While money is tough to earn, it’s very easy to spend, and so we’re loathe to spend money unless we can see the value that we get from our investment.

When it comes to financial planning and financial advice, there are two real types of benefit that you can get: real value and abstract value.

When people get advice they are often drawn to the ‘real’ value. Saving money, making money, growing their super. It’s an easy thing to think about and to talk about, because the money is right there in the bank or on the page.

But what about abstract value? When we say abstract we mean the value that comes from things which can’t be measured – but which are valuable nonetheless.

Abstract value is vital because it’s the feeling of peace of mind that comes from knowing that your financial future is in the trustworthy hands of a professional.

Think about your financial situation right now. Think about your savings. Your budget. Do you know where all your super is? Do you have a retirement plan in place? How about your investments? What strategies have you employed to get you to your goals?

A qualified financial planner can work with you to bring you value – both real and abstract.


Let Us Help You Grow

The benefits that you will get from working with us as your financial planner are many and varied. Apart from anything else, you will enjoy peace of mind knowing that you have a professional on your side working with you.

Hiring a financial advisor makes sense if you are serious about getting ahead financially. After all – when you need your car servicing, you take it to a mechanic. When you want to sell your house, you call a real estate agent for professional service. And yet when it comes to financial planning, people want to try and do it on their own.

If you have the time and skill to dedicate to planning your financial future – that’s great! However, you can always benefit from advice, and we can help.

If you don’t have the time to devote to managing your investments, then it’s far better to work with us and let us do the heavy lifting for you. We make financial decisions every day. We are immersed in the current trends and happenings in the financial world, so we’re well placed to bring you the best advice and options.

We would love to work with you to create a roadmap for your financial success.


Why Mirador Wealth Management?

We are just like you. We want to live life to the fullest while building a stable future for tomorrow.

It doesn’t matter what stage of life you’re at – we can help. From young professionals to retirees and business owners too, we can offer sound financial advice that’s geared to help you grow.

We aren’t owned, partnered by or affiliated with any bank – and so you know that the advice that we give you is geared to help YOU, and isn’t centred around meeting sales targets for a bank partner.

We can help you whether you want to:

  • Save for a home deposit
  • Plan for retirement
  • Build a nest egg
  • Save to go travelling
  • Financially protect your family
  • Invest in shares
  • Minimise tax

And a whole lot more.

Get in touch with our friendly and professional financial planning Sydney team and discover a world of wealth today.

(02) 8014 5889

or use our convenient online form to book a no-obligation appointment that fits your schedule!

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