Sarah Broady

The Retirement Advice Centre

Gold
18 Yrs Experience
Sutherland, NSW 2232
Sarah Broady is a specialist Retirement Adviser at The Retirement Advice Centre.  www.smartretirement.com.au  Her purpose is to ensure that clients have a better retirement having met her. This is achieved through the implementation of a modern retirement planning focus. It aims to prepare people financially for virtually anything that may happen in retirement. We apply evidence-based strategies as the core philosophy for money management, so that client's superannuation and pension portfolios may deliver a predictable outcome with safe, reliable income streams. The benefit for our clients are that they:- 1\. Have comfort knowing how much income they can live upon and that it is regularly assessed, 2\. Know how long their retirement savings will last with the use of our capital tracking system; and 3\. The potential to provide financial support for their family today, fulfilling a 'living legacy'. Relying upon the science and maths of retirement, she takes a product agnostic approach to advising her clients. Sarah sees her role as more than a Retirement Adviser at times.  Many times she is a counselor, solution provider and trusted friend. She enjoys the interaction with the clients whether it be at meetings, over the phone or hearing about the adventures of their kids or grandkids.  Sometimes she get tips along the way about raising young children! Sarah is a member of the FPA, is a CFP and the office is a member of the AFA.  Her associate, David Reed whom often attends client meetings with Sarah, is a member of the SMSF Association, Retirement Income Industry Assocation and was awarded the 2015 AFA Adviser of the Year. You can learn more about Sarah by copying and pasting this link into your browser:- http://www.smartretirement.com.au/wp-content/uploads/2014/12/Adviser-Profile-Summary-Website-only.pdf

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Expat Finance
  • Growing Assets
  • Wills & Estates

My fees

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

We offer flexibility for clients to implement a transparent fixed fee price depending upon their needs. We find this is most suitable for pre and post retirees as they are comfortable with a known and clearly defined pricing for the services they receive. Alternatively a client may choose to have an asset based fee if they deem it in their best interest.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

The Retirement Advice Centre

Ground Floor Suite 204, 3-5 Stapleton Ave
Sutherland, NSW 2232

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

5.00
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Sarah is very friendly and competent in keeping up to date with all the government changes that impact our superannuation"

  • Government Assistance
  • Superannuation
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sarah is knowledgeable, passionate, calm, friendly and is on your side."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always available for support in any way. Sarah is always polite and conscienciius"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sarah has been looking after my retirement plans for nearly 3 years. my partner and me are very happy with her dedicated service and quick response to our needs. We have no hesitation in recommending her and TRAC to anyone. cb."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2005

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Bachelor of Commerce (Finance)

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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