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.
Martin helped us go from 'floundering and doing nothing' to having a plan and a clear end goal. He understand that life changes and remains flexible in his approach to ensure that he caters to his clients ongoing and changing needs. He has made my husband and I feel confident in our financial future.
Martin has given me advice in areas including loan products, self managed super funds and managing debt. Martin has been able to explain things to me in a clear way. Through Martin's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Martin's full care and attention when I needed
Martin has given me advice in areas including loan products, self managed super funds and managing debt. Martin was always able to explain things to me in a clear way. Through Martin's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Martin's full care and attention when I needed it.
Martin has been able to simplify our approach to savings and investment, as well as provide advice on appropriate insurance coverage. His follow up is great and he has managed to consolidate multiple superfunds and provide a simple clear strategy. All costs are easy to understand and his approach lends us confidence in his advice. If he didn't push us we would still be saying we will do it (have a plan) one day. My wife and I thoroughly endorse his services.
We would highly recommend Blue Diamond Financial to anyone seeking financial advice and planning to secure their future. Martin sourced the right products for us, ensured we understood the jargon and stays in regular contact . Martin made this easy!
- Adviser status Bronze
- Number of reviews 9
- First year providing advice 2015
- Years of experience 7
- Diploma of Financial Markets
- Advanced Diploma of Financal Planning
Blue Diamond Financial Pty LtdSuite 703, 12 Century Circuit
Bella Vista, NSW 2153
- 8:00am – 12:00pm Saturday
- 8:00am – 5:00pm Monday – Friday
FYG Planners Pty Ltd