ADVICE

Financial advisers
in Bondi

Personal financial advice from advisers based in Bondi, not a call centre somewhere else. Retirement, superannuation, investments, insurance and aged care, for people across Sydney’s eastern suburbs.
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Bondi, and the people in it

Our Bondi advisers work with people across Sydney’s eastern suburbs, including Bondi Junction, Bronte, Tamarama, Waverley, Clovelly, Coogee, Randwick, Double Bay and Vaucluse.

The eastern suburbs hold a high concentration of people whose income does not look like a payslip. Self-employed professionals, people in creative and media work, business owners, and a steady population of expats who have spent years working overseas and are working out how that fits into an Australian retirement.

Irregular income makes everything harder to plan. Superannuation gets neglected because nobody is contributing on your behalf. Insurance is often missing entirely. Tax planning matters more, and so does having a buffer that survives a slow year. These are solvable problems, but they need someone paying attention to them.

Your Bondi advisers

Small team, long tenure. You will deal with the same person each time, and they live here.

New South Wales

Phil Sheridan

Senior Financial Planner
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What we help with

Almost nobody arrives needing all five. Most people start with one and find the others matter more than they expected.

retirement-planning

Retirement
planning

When you can stop, whether the number is enough, and how to turn it into an income that lasts.
superannuation-planning

Superannuation

Contribution strategy, consolidation, insurance inside super, and making sure the structure still suits your stage of life.
investment-advice

Investment
advice

Portfolio construction inside the advice relationship, built around your goals and your tolerance for risk.
personal-life-insurance

Personal
insurance

Life, income protection, total and permanent disability and trauma cover, sized to what your family would actually need.
aged-care

Aged
care

A parent's move into care, the family home, means-tested fees and the timing of it all.
estate-planning

Estate
planning

Wills, powers of attorney, beneficiary nominations and what happens to super, which does not pass through your will by default.

Five stages,
not five hundred pages.

The first conversation costs nothing and commits you to nothing. From there it’s a documented process, and you see the reasoning at every step rather than a recommendation landing on your desk.

Evaluation

Where you are now, what prompted the call, and an honest answer on whether we're the right fit. Sometimes the answer is that you don't need us yet.
30MIN - FREE

Discovery

The detail. Income, super, debts, insurance, family, what you're aiming at and how much risk you can genuinely live with.
1 to 2 meetings

Strategy

We build the recommendation, document it, and walk you through the reasoning before you decide anything.
Written advice

Implementation

We put it in place. Applications, rollovers, paperwork, follow-up. You sign, we chase.
We handle it

Review

Scheduled and ongoing. Your life changes, markets change, the rules change. The plan moves with them.
Ongoing

Find us in Bondi​

Our Bondi office is open for appointments, and we are happy to meet by phone or video if that is easier, or to come to you if getting in is difficult.

Bondi office details
Bondi Mortgage brokers

Questions to ask your Financial Advisor in Bondi

Why see an adviser in Bondi rather than in the Sydney CBD?
Because you will actually see them. Our Bondi advisers work in the area, know it, and are easy to get to without taking half a day off. The research, technical support and investment resources behind them are the same ones our Sydney office uses, because it is the same firm.
Which areas do you cover from the Bondi office?
Bondi and the surrounding area, including Bondi Junction, Bronte, Tamarama, Waverley, Clovelly, Coogee, Randwick, Double Bay and Vaucluse. If you are further out, we can meet by video or arrange to come to you.
Can I meet by phone or video instead of coming in?
Yes, and plenty of our Bondi clients do. The advice is the same either way. Most people mix the two: an initial meeting in person, then reviews by video.
What does financial advice cost?
Fees depend on how complex your situation is and what you need. We quote in writing before you engage, so you decide with the number in front of you rather than after the fact. The first conversation is free and carries no obligation.
Do I have enough money to need an adviser?
Advice tends to matter most at moments of change rather than at a particular balance. Retiring, selling a business or a property, an inheritance, a redundancy, a separation. If you are facing a decision you cannot easily undo, that is usually the point, whatever the number.
Can you help with Age Pension and Centrelink?
Yes. Working out entitlements, how assets and income are assessed, and how a decision about super or an investment affects what you receive is a routine part of retirement advice.
Are your Bondi advisers qualified?
Yes. All of our advisers meet the education, training and ethical standards required to give personal financial advice in Australia and appear on ASIC's Financial Advisers Register. Individual qualifications are listed on each adviser's profile.
What is a best interests duty?
It is a legal obligation to act in your best interests when giving personal advice, and to put your interests ahead of ours wherever the two could conflict. It is the reason a recommendation has to be documented with the reasoning behind it rather than simply asserted.
Do you also do home loans?
Yes, through our Bondi lending team. Advice and lending sit in the same group, so if you are weighing up a mortgage alongside a retirement or investment decision, both conversations can happen together.

Bondi advice, from people who live here.

Thirty minutes. In our office, at your kitchen table, or by video. No fee, no obligation. You will leave knowing more than when you started, even if you never come back.
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