Backed with over 25 years of banking and finance experience, with 15 of these years working internationally in London, we love that Martin makes his international expertise accessible to everyone from young Aussie families to 45-year-old + individuals looking to “get there” – whether it be a strategy to build and protect wealth or simply be comfortable in retirement.
Our team met Martin and found him to be passionate about educating individuals as part of the journey to reach their financial aspirations. Always placing client “best interests” at the core of everything that he does, Martin is a great local choice.
Based in Sydney’s Hills District and Norwest region, Martin is happy to travel to meet with clients all around Sydney.
Personable and approachable, Martin offers a FREE financial advisory consultation to determine only one thing- if he can put you in a better financial position (including all associated costs) than your present one. And if he can’t, he won’t take you on as a client. We think it’s certainly worth a call.
Why not contact Martin today? 0498728243
Our 4 Service Offering Modules:
1) Strategic Financial Plan
2) Investment Portfolio Statement
3) Personal Protection Plan
4) Estate Planning
Clients are free to choose from 1=4 of our service modules.
We have thoroughly enjoyed our journey with Martin as our adviser, We feel at ease dealing with Martin and have made great progress with our life goals in his care.
Martin is personable and takes the time to truly understand our financial and life goals. He provides considered and balanced advice tailored to our circumstances and is responsive to all communications. He has really helped us crystallize our plans and provided a sound structure that keeps us on track to achieve our goals.
Martin has been nothing but a pleasure to deal with, his advice is easy to understand as he navigates the complex superannuation system and converts it to a way we are able to make confident decisions about our future.
Martin has been great to deal with, he works closely with you to get the best out of your super and to achieve your annual and long term goals - highly recommend.
We can’t recommend Blue Diamond Financial enough. When I was first ringing around for an adviser, I spoke to Martin on the phone, and I knew straight away that he would be perfect for my husband and I. He made us feel comfortable, and he wasn’t pushy at all. Martin has helped us to setup for our retirement. When we have our annual meeting to review our retirement plan, Martin shows us a fantastic and easy to understand presentation. He keeps us up to date all year round with all things financial. We also like Blue Diamond Financial because they are an independent company, that isn’t working alongside just one financial institution, so they have your best interest in mind when they’re advising you where to invest your money. We highly recommend Blue Diamond Financial.
- Adviser status Bronze
- Number of reviews 14
- First year providing advice 2015
- Years of experience 8
- Graduate Diploma of Financial Planning
Blue Diamond Financial Pty LtdSuite 703, 12 Century Cct
Baulkham Hills, NSW 2153 72 Cranneys Rd
North Tumbulgum, NSW 2490
- 8:00am – 1:00pm Saturday
- 8:00am – 5:00pm Monday – Friday
- Video call
FYG Planners Pty Ltd