Starting Out – Financial Advisor Sydney

We’re glad you dream big. We do too.

Starting your new life as a couple is exciting; the future ahead is big and full of opportunity. Your first home, your next home, starting a family, building wealth and security… the path ahead is full of promise, but we know it can also be a little daunting.

The team at Blenkhorn Financial Planning can help make your dreams for the future a reality. We start by listening to your financial aspirations then work with you to create a series of achievable objectives and goals as part of a longer term journey.

Along the way we make sure you have strategies in place for financial security, should you or your family hit any bumps in the road.

Make an enquiry

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Just some of the ways we can help include:

Investment Advice:

We’ll help you assess which investments suit you now, and in the future, and take the stress out of choosing from the variety of options available.

Wealth Creation:

We’ll provide you with tailored strategies that help create wealth and realise your dreams by optimising your earning potential and tax position.

Superannuation:

Few areas of investment are as complex and changeable as superannuation, but it is invaluable to ensure you maintain the lifestyle you deserve in retirement. We’ll help you navigate using the latest intelligence.

Protection and Peace of Mind:

Insurances like Income Protection, Death & Total and Permanent Disability and Trauma/Critical Illness are all vital covers to have to protect your family, and provide invaluable peace of mind. We’ll help you understand what cover you need and why. You don’t need a large income to benefit from the services of a financial planner. We help make your money work smarter for you, and can create a plan to work towards achievable goals, as well as show you how to protect the lifestyle you’re working hard to create.