If you need a experienced financial planner in Sydney’s Lower North Shore, 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 Pick 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 in the Lower North Shore – that other customers in your area 100% support. Lower North Shore Sydney financial planning services: financial advisory, wealth planning and more. Simply ask!

Meet our Top 3 Local Business Picks

Rosario Carbajal, WEALTH INSPIRED

2020 Finalist in the Women in Finance Awards as an SMSF Advisor of the Year, and backed with 20 years of industry experience, 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 Choice 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.

Well integrated in the local business community, Rosario has established her reputation as the property and self-managed super fund (SMSF) specialist!

Why not contact Rosario today for a FREE no-obligation consultation about your goals?

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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