Meet a Top 3 Local Choice
We know the best financial planners in the Blue Mountains NSW
If you need a experienced financial planner in the Blue Mountains region, then you are in the right place. We know you wouldn’t accept any “Dodgy Joe” into your home or workplace, and so unlike other directories, our philosophy is never to accept him (or her!) into ours.
Our reference checking and interview process for a financial planner to join our Tradebusters Connect Top 3 Local Business Choice directory is one of the most stringent you will find in Australia. As a result you’ll save time, $$$ and risk by having access to the best financial planners across the Blue Mountains – 100% supported by customers near you. Blue Mountains financial planning services: financial advisory, wealth planning, retirement plans and more. Simply ask!
Rosario Carbajal, WEALTH INSPIRED
Backed with 20 years of industry experience, and known as the "go-to" property growth strategist, meet Top 3 Local Choice, Rosario Carbajal from Wealth Inspired. "She can spot and unlock extra opportunities" is how one long-term client described Rosario to our team, making her an ideal choice. And it's no surprise. Rosario has been an active member of the Tradebusters Connect Top 3 Local Business Pick community for many years now. We've had the pleasure of watching her help many individuals protect and grow their assets through smart wealth creation strategies. In the finance industry for over 20 years and well integrated in the local business community, Rosario has established her reputation as the property and self-managed super fund (SMSF) specialist! We discovered how many industry professionals trust Rosario to guide their clients in the SMSF space as well as other property and wealth creation strategies. Why not contact Rosario today for a FREE no-obligation consultation about your goals?
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What your locals told us
"4 years on and still the only SMSF specialist I recommend... As an accountant I need trusted financial advisors for my clients especially those looking at buying property through a super fund. Rosario is our go-to expert in this space. I can rely on her to educate and guide my clients. She presents well, is ethical and professional. She has all my support as a Top 3 Local Area Choice". Leo Colgar, Bright Accounting and Taxation Services, Sydney
Martin Cossettini, BLUE DIAMOND FINANCIAL PTY LTD
When your objective is to retire comfortably or simply be "better off", he'll guarantee a plan that WORKS. Meet Top 3 Local Choice, Martin Cossettini from Blue Diamond Financial Pty Ltd. "He provides clear workable options" is how one client described working with Martin. Backed with over 25 years of banking and finance experience, with 15 of these years working internationally in London, we love that Martin makes his international expertise accessible to everyone from young Aussie families to 45 year old+ individuals looking to "get there" - where it be a strategy to build wealth or simply be comfortable in retirement. Martin offers a FREE financial advisory consultation to determine only one thing- if he can put you in a better financial position than your present one. Otherwise, he won't take you on as a a client. We think it's certainly worth a call. Why not contact Martin today?
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What your locals told us
“My Key Referral Partner For Clients Needing Financial Advisory Services”. Martin has a wealth of industry experience. He is transparent and reliable in his communication methods. I do not hesitate in referring my clients to him ( so much so that we invite him constantly to meet our clients at our office) as I know they will be well looked after.“ Arif Harini, Accounting Business, Baulkham Hills