Blake Conde

Financial Decisions Pty Ltd

Gold
8 Yrs Experience
Mona Vale, NSW 2103

I am a passionate and driven Financial Adviser motivated not only to create wealth for my clients, but also protect their legacy for the benefit of subsequent generations.

Having seen firsthand the devastation early or unexpected events can have on economic well being, I have made it my life’s mission to lead my clients and their families with solid, easy to follow pathways to achieve financial freedom.

It is this empathy and ability to relate to clients that is central to my ability to design customised strategies that deliver positive outcomes across generations.

My specific areas of specialty include:

  • Wealth creation
  • Risk management
  • Insurance protection
  • Estate planning
  • Business Succession
  • Superannuation
  • Investment management

I believe education is key in achieving total financial freedom and am at my best when engaging with clients to understand their needs and ambitions, assisting them to identify and navigate towards milestones crucial to achieving their financial goals both in the short and long-term.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 14
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Financial Decisions Pty Ltd

Suite 10 Level 3 Gateway Building, 1 Mona Vale Rd
Mona Vale, NSW 2103

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Financial Decisions Pty Ltd

AFSL 341678