Financial planning in the
Sydney CBD
Cashflow Financial Wealth provides client-focused financial planning and wealth management.
Our Pitt Street office is in the heart of the Sydney CBD, a short walk from Martin Place and Wynyard, and straightforward to reach for clients working in the city or travelling in from greater Sydney and the Central Coast.
This office is the home of Cashflow Financial Wealth, the firm's advice business. The advantage of sitting inside an accounting practice is that a Sydney professional's retirement strategy, contribution timing and tax position are modelled from the same set of numbers rather than assembled from two sets of assumptions.
Advice, built on
your actual numbers
Financial Planning
Retirement and superannuation strategy for Sydney CBD professionals, business owners and families — contribution planning, transition to retirement, pension phase and the personal insurance that sits around it.
Nothing is recommended until we have documented what you are actually trying to achieve. For clients working in the city, the common starting point is a super balance that has been accumulating across several employers without anyone checking whether the strategy still fits.
Cashflow Wealth →Wealth Management
Investment structuring, wealth accumulation and the ongoing review that keeps a portfolio aligned with where you are heading — including how assets are held, which entity holds them, and what that means at the point you draw on them.
Because the advice sits alongside the accounting practice, the capital gains position and the entity-level tax consequences are part of the conversation from the start rather than a surprise later.
Cashflow Wealth →Start with the discovery conversation
Free, no obligation, and nothing is recommended until we have documented what you are actually trying to achieve.