Southern Advisory

Southern Advisory is a Sutherland Shire based Financial Planning practice which services clients all over Sydney. Southern Advisory works hard to help you reach your individual goals and objectives in relation to wealth creation and your financial security through personalised financial planning. People seek advice because they don’t have the time, knowledge or skills to manage their own finances. We are here to help you navigate through the obstacles and help you obtain peace of mind with your financial planning. How can we add value? Why should you pay for advice? The reality is everyone is different and how we can help you depends on your unique situation we can help every client in a different way. Everyone has a different reason for coming to see us, and success means something different to each client. But, from our experience, in most cases we add value in these four ways: Practical Value In this day and age we are all pressed for time, our advice will save you time. Our strategies will give you the confidence and the discipline to succeed. We will streamline, simplify and manage your finances, and help you make the right decisions. Intrinsic Value We understand the latest rules and how they work. Our experience and expertise mean that we know how to explain all this to you in plain English. Look at it as leveraging our experience. Financial Value We will save you tax, protect your assets, manage and reduce your debts, help you accumulate wealth and make your money work harder for you. Emotional Value Our ongoing relationship means that there will be someone there to take care of it all. This means less stress, more peace of mind and the knowledge that everything is taken care of.

Address: 103/ 304 - 318 Kingsway, Caringbah NSW 2229, Australia

Phone: +61 2 9524 6711
FAX: