Book a chat
Facebook Linkedin Instagram

Sydney Private Advisory can help you secure your future and make confident financial decisions

Your Lifetime Wealth Partner

Financial planning is not a one-time event, but an ongoing journey. It’s about making thoughtful, well-informed decisions that are consistently applied to help you achieve your goals. As your life and circumstances change, your financial plan adapts with you, ensuring it always reflects what matters most to you.

We provide clear, trustworthy financial advice that simplifies complexity, empowers your decisions, and aligns with your life goals. We partner with you to build a secure financial future - one step at a time.

What we do

We have happy, Satisfied Clients

[wprevpro_usetemplate tid=”1″]

We can Assist you with

Wealth Creation

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

Find out more

Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

Find out more

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Find out more

Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future

Find out more

Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Find out more

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

Find out more

Sydney Private Advisory at a Glance

Years providing life-changing advice
0 +
Qualified Advisers
0 +
Valued clients
0 +
Funds and Assets Under Management
$ 200 M+
Friendly Staff Members
0 +
Years of Collective Experience
0 +

Our financial planning process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1
Step 2
Step 3
Step 4
Step 5
Discovery Call
Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.
Gather Data
We gather data on your financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We now put your financial plan in action by implementing all your personalised strategies.
Support
We stay in touch and regularly review your plan based on major life changes or market factors.

Our Financial Planning Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1
Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1
Step 2
Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2
Step 3
Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3
Step 4
Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4
Step 5
Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

The Latest from our Financial Library

Teaching kids about money

Teaching kids about money

Raising your kids to be smart with money gives them vital life skills. Helping younger kids understand money As a…
Should you change your investment strategy because of the CGT changes?

Should you change your investment strategy because of the CGT changes?

The capital gains tax (CGT) reforms have sparked debate about whether investors should favour income-producing investments over those focused on…
Estate planning – why it’s important to have a will

Estate planning – why it’s important to have a will

What is your ‘estate’? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include…
Financial literacy in Australia: Where we’re improving (and falling behind)

Financial literacy in Australia: Where we’re improving (and falling behind)

How well do we understand our money? Most of us make financial decisions almost every day. We decide whether to…
How to dispose of shares

How to dispose of shares

How to dispose of shares You can dispose of your shares in the following ways: selling them giving them away…
Should you sell or rent out your home before buying again?

Should you sell or rent out your home before buying again?

Sell vs. rent: at a glance Selling your home before you buy may suit you if: You want a bigger…
Read more

What our clients say

I have worked with Regan for a number of years as a client. He is highly knowledgeable and gives practical, straightforward advice delivered with a long term view in mind. He took time to understand my personal financial situation and was equally happy to help with the small things in addition to longer term planning. I wouldn't hesitate to recommend Regan.
C ThomsonOperations Director
Regan is an absolute credit to his business, highly professional, intelligent and most of all he truly cares about you. Having recently moved to Australia with my family, Regan’s deep knowledge and patient approach has enabled us to gain clarity of vision with both our financial and personal goals. His ability to simplify today’s complex financial matters has enabled us to make fast choices and spend that valuable time on the important stuff such as family. Simply, we trust Regan and we know he will continue to build a wonderful future for our family. I highly recommend Regan.
S WalfordProject and Delivery Executive
Regan is one of the most passionate financial planners that I have been associated with in my (rather long) career. This will result in many clients being both invigorated by his energy and comforted by him genuine care. I always look forward to being introduced to his clients they are friendly and absolutely engaged, often making sure that I am 100% aware of how much of an asset Regan is to them and to Announcer. Regan is a new generation of Financial Planner, with fantastic maturity. If you are looking for a trusted adviser who actually believes in you, then Regan will not let you down. I look forward to working with both Regan and his clients for many years.
A RocksFinancial Services Executive
Regan is well researched, informed and takes a practical, "no strings attached" approach to financial planning. I highly recommend him to anyone seeking to engage a thoroughly professional financial planner.
A DayalCEO
I have had the pleasure of knowing Regan professionally for a number of years now. He is professional, knowledgeable and above all an honest person. He's provided me with valuable tools and helped me not only address the things I didn't have time to, but also helped me learn about financial concepts I had never considered. I highly recommend Regan as an adviser.
R ZhangInvestment Analyst

What our clients are saying on Google

[wprevpro_usetemplate tid=”1″]

Complimentary 15 Minute Chat

Please provide a few details so we can get to know what you would like to achieve when you speak to a Sydney Private Advisory Adviser.

Service: Tick all that apply
Your age range
Best time for us to call you

Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Download the Guide

In this free ebook we share 5 important steps to help you be the boss of your money.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Jane Brown

Head Accountant

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam pharetra aliquet ligula in volutpat. Aenean laoreet leo massa, non laoreet ante imperdiet ut.

Aliquam imperdiet pellentesque eleifend. Proin feugiat nulla eget nunc dapibus, at aliquet dui interdum. Cras porttitor ultrices volutpat. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.

Morbi eu est velit. Sed pulvinar mi ac congue euismod. Aliquam erat volutpat. Aliquam et cursus dui, ut mollis tortor. Donec eget eros eget nunc accumsan congue sed in orci. Vivamus quam nunc, egestas non dapibus non, aliquet vitae dui. Maecenas elit nibh, consectetur id ipsum quis, convallis euismod nisl. Sed sem magna, semper vitae felis et, fermentum euismod justo. Sed tristique mauris lorem, id auctor nisi tincidunt eget.

Facebook-f Twitter Linkedin-in