Start a conversation
about securing your future

Looking for the best financial advisors in Sydney to secure your future? As independent financial advisors in Australia, we partner with clients to help them take control of their financial destiny. Our experienced team understands the delicate balance between enjoying your lifestyle today while building a secure retirement tomorrow. Through personalized retirement planning advice, we develop comprehensive strategies that provide peace of mind about your financial future. As privately-held financial advisors, we’re not aligned with any financial institution, ensuring you receive unbiased, independent financial advice focused solely on your best interests.

Why Astonia Private WealtH

Astonia Private Wealth is one of the best financial advisors in Sydney, serving clients across Australia. With a combined strategic planning experience of 25 years, our financial advisory firm offers expert guidance and personalized coaching to help clients make critical financial decisions. As experienced financial advisors, we provide comprehensive wealth management and retirement planning strategies tailored to your unique needs.

Expert Financial Planning & Advisory Services
Best Financial Advisors in Sydney

Wealth Creation

Every winning team has a game plan, and so should you. As financial advisors in Sydney, we help you create a personalized strategy for wealth creation, managing debt, cash flow, assets, and investment options to secure your financial future.

Investment Strategies

Our expert financial advisors provide diverse investment options tailored to your risk profile, balancing today's needs with future goals. We help you make informed investment decisions for long-term success.

Retirement Planning

Ensuring the right decisions today will take all the stress and anxiety away when you enter this relaxing and enjoyable chapter. Our expert financial advisors help you explore effective tax strategies and investment options for a secure retirement.

Estate Planning

Our estate planning advisors help you develop strategies to maintain and distribute your assets effectively. We ensure your wealth is protected and transferred according to your wishes through comprehensive estate planning.

Tax Strategies

Generate wealth through smart tax planning. Our financial advisors implement efficient tax strategies that work in harmony with your overall financial plan to maximize your wealth potential.

Debt Management

Life's unexpected challenges can lead to unwanted debt. Our debt management advisors help prevent this from becoming overwhelming, implementing effective strategies to regain financial control.

Superannuation Advice

Your retirement depends on a healthy superannuation that is constantly generating wealth for you. Our experienced financial advisors help ensure you're maximizing wealth generation through your superannuation so you can retire in style.

Self Managed Superannuation

As specialist SMSF advisors, we evaluate whether an SMSF suits your circumstances. We guide you through the pros and cons, helping create effective retirement strategies for all trust members.

Insurance

Protect what matters most. Our insurance advisors ensure you have peace of mind knowing your family, wealth, and assets are secured against unexpected circumstances.

Founders with 25+ years experience

As one of the best financial advisors in Sydney, Astonia Private Wealth is dedicated to enriching the lives of our clients and their families. Our Certified Financial Planners® (CFP®) and SMSF Specialist Advisors take time to understand your aspirations and guide you to manage and prioritize your financial matters as life unfolds.

Your wealth portal

Take control of your finances with a personal wealth portal. View your net worth, create budgets, set goals, connect with your finance professionals, and store all your important documents – in one place.

Syncing assets and liabilities to understand your financial position.
Creating budgets, tracking spend and managing your cashflow.
Setting financial goals and measuring your success.
Storing your important documents securely in the cloud. Rental statements can even be emailed by your agent directly to your portal.
Giving guest access to trusted family members & finance professionals.
Saving time when submitting tax returns, with a vehicle logbook, tax tagging, and a purpose-built wizard.