Linkedin
Facebook
Email
more
Are you looking for a
Financial Adviser in Sydney?
From setting up your portfolio, protecting your family against financial loss or planning your ideal retirement, our Financial Planners in Sydney can devise practical solutions to help you achieve your goals.
Our local team of Financial Planners offer a whole range of financial planning services, from super consolidation, advising on life insurance decisions, retirement planning and estate planning to setting up investment portfolios and making sure you and your assets are well-protected.
You’ve worked hard your whole life, you should be able to experience your ideal retirement.
THE BEST FINANCIAL PLANNERS IN RSM in SYDNEY can assist with:
- Superannuation funds & contributions
- Superannuation fund consolidation & rolling balances
- Self-Managed Super Funds
- Investment strategy
- Transition to retirement
- Trusts & succession planning, Estate planning
- Negative gearing
- Insurance protection
OUR SERVICES.
WHAT WE OFFER:
At RSM in Sydney, we believe in a customised approach to financial planning.
Our financial advisers will take the time to assess your personal circumstances, financial position, and future aspirations. From there, we develop a tailored plan that reflects your risk tolerance, time horizon, and life goals. Whether you’re building wealth or planning for retirement, our team can help you make informed decisions.
Investment advice
We help you develop investment priorities and goals matched against a realistic timeframe to ensure your get the maximum possible benefit from your earned income and accumulated wealth.
Insurance
Research has consistently shown that most Australians do not have sufficient wealth or insurance cover in place to protect themselves, their families or their business interests should disaster strike.
Intergenerational wealth transfer
Holding onto the vision you have of your financial future as well as your families can be a daunting task. This is where the experienced professionals from RSM Financial Services can make a real difference.
Superannuation Advice
Retirement planning
Just as the ideal retirement balance is different for everyone, so too is the path to get there. It’s essential to engage an experienced Adviser who can help you work through the numbers and avoid the many traps and pitfalls.
The right advice for you
Whether you are looking for one-off advice or a comprehensive financial plan and an ongoing advice relationship, our highly qualified and experienced financial planners will keep your goals front of mind. This enables you to make confident and informed decisions for your financial future.
Get in touch with our expert Sydney financial advisers.
Achieving financial security requires proactive planning and expert advice.
At RSM Financial Services in Sydney, we are here to guide you every step of the way, from wealth management and superannuation strategies to preparing for a comfortable retirement. Get in touch today:
Get in touch with our expert Sydney financial advisers.
Achieving financial security requires proactive planning and expert advice.
At RSM Financial Services in Sydney, we are here to guide you every step of the way, from wealth management and superannuation strategies to preparing for a comfortable retirement. Get in touch today:
Get in touch with our expert Sydney financial advisers.
Achieving financial security requires proactive planning and expert advice.
At RSM Financial Services in Sydney, we are here to guide you every step of the way, from wealth management and superannuation strategies to preparing for a comfortable retirement. Get in touch today:
Client Testimonials
Don't just take it from us. Hear from some of our client's themselves.
Grace Bacon
Grace Bacon (高小芬) is a Partner and Certified Financial Planner® at RSM Sydney, with over 25 years of expertise in financial services and wealth management.
Specialising in strategic financial planning, Grace helps clients achieve wealth accumulation, asset protection, and intergenerational wealth transfer. Her focus areas include superannuation, retirement planning, family law financial matters, and investment portfolio management. Grace is known for her collaborative approach, leadership in fostering growth, and commitment to inclusivity. Her tailored advice and innovative strategies empower clients to achieve their financial goals and secure their futures.
.
Simon Robinson
Simon Robinson is a Certified Financial Planner® based in RSM's Sydney office, with over a decade of experience in the financial services industry.
Since 2013, Simon has been dedicated to helping clients achieve their financial and lifestyle aspirations, specialising in wealth building, superannuation (including SMSFs), retirement planning, and estate planning. His broad expertise extends to corporate and not-for-profit sectors, where he offers tailored advice to meet unique financial goals. Simon’s approachable style ensures clients feel supported in making complex financial decisions. Outside work, he enjoys golf, surfing, and supporting the Sydney Swans.
.
FREQUENTLY ASKED QUESTIONS
Our Sydney team specialises in superannuation strategies and retirement planning that align with both your financial goals and the local economic environment. We consider Sydney’s higher cost of living and property values to ensure your retirement plan is comprehensive and sustainable.
Our financial planners in Sydney offer advice on diversification, risk management, and investment strategies to help protect your wealth in the face of market fluctuations. We tailor our recommendations based on Sydney’s economic trends and your individual risk tolerance.
Yes, Sydney’s real estate market and cost of living can impact your tax planning and retirement plans. Our financial advisers are well-backed by our experts in local tax laws and will help you structure your finances to optimise tax efficiency, whether you're investing in property, managing a business, or planning for retirement.
Yes, RSM provides financial advisory services tailored to business owners. Whether you're looking to expand your operations or optimise tax and cash flow management, our team can help you develop strategies that suit the competitive business environment of Sydney. Learn more about our Business Advisory services here >>
At RSM, we recommend taking a thorough approach to find a reliable financial planner. Start by researching and comparing planners online. Look for credentials and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst). Reading client reviews and testimonials can provide insight into their track record. Additionally, getting personal recommendations from friends or family can help identify trusted professionals. Our team at RSM includes highly qualified planners who meet these criteria and are ready to assist you.
Effective retirement planning involves several key strategies. Start by saving early to take advantage of compound interest. Diversify your investment portfolio to spread risk and maximise returns. Maximise contributions to retirement accounts such as superannuation. Regularly review and adjust your retirement plan to stay on track with your goals. At RSM, our advisors offer personalised retirement planning services, helping you create a secure and comfortable retirement strategy. We provide guidance on investment choices, superannuation management, and long-term financial planning.
This page has been prepared by RSM Financial Services Australia Pty Ltd ABN 22 009 176 354, AFS Licence No. 238282.
As everyone's circumstances are different and this article doesn't take into account your personal situation, it is important that you consider the above in light of your financial situation, needs and objectives, and seek financial advice before implementing a strategy.
View the Financial Services Privacy Statement and Policy, Complaints Policy and Financial Services Guide