Reedy Advisory is an innovative financial advisory firm providing holistic wealth management services to individuals and businesses.
Technological advancements in wealth management have enabled Reedy Advisory to provide an innovative advice process that is both efficient and personalised. Inspired by client feedback, our firm motto encapsulates both how our clients feel about our services and how we strive to deliver those services - "seamlessly life changing". By strategically leveraging technology we are able to provide a bespoke service that will fulfill your requirements and free up your time to pursue the things you love.
We provide our clients with an array of services, including: financial advice, wealth accumulation, retirement planning, superannuation (including Self Managed Superannuation Funds), investment, personal insurance, estate planning and aged care. We also have collaborative referral relationships with accountants, tax advisers, mortgage brokers, general insurance brokers and lawyers.
Reedy Advisory's founder, Justin Reedy, believes that bank and institution owned financial services licensees create a conflict of interest for the financial adviser as they are often limited to recommending financial products approved by the institution. Many of these products are also manufactured by the institution creating a significant conflict of interest and poor client outcomes. It was this philosophy that led to Justin establishing a new financial advisory firm in 2016.
Justin has worked in financial services since 2005 and has devoted his career to helping professionals, executives, directors and businesses achieve their financial goals. By looking after his client's finances he provides them with peace of mind and the knowledge that their financial affairs are being managed to the highest standard. Justin devises, implements and maintains financial strategies covering investments, superannuation, personal insurance and taxation.
Justin holds several directorships and is a Responsible Manager for an AFSL. Justin is also a founding shareholder and CFO of Mother of Pearl Vodka.
Justin holds a Master of Commerce (Financial Planning), Bachelor of Arts (Australia and the Asia Pacific Region / Communications) and Diploma of Financial Services.
He is a Certified Financial Strategist, Public Accountant, Fellow of the Financial Services Institute of Australasia, Fellow of the Governance Institute of Australia, Member of the Financial Advice Association Australia, Member of the Association of Independently Owned Financial Professionals, Member of the Institute of Public Accountants and Member of the Institute of Financial Accountants UK.
At Reedy Advisory we understand the value of good financial advice and the positive impact it has on the lives of our clients. Our fees vary depending on the complexity of the work. We believe in providing a flexible pricing structure to ensure everybody has access to high quality financial advice. Your first consultation is at our cost and you will then be provided with a quote prior to any work being undertaken.
I would highly recommend Justin Reedy as he has successfully managed to create and nurture my port folio.
Justin provides an amazing service that gives a professional and honest advice every time.
I am very satisfied with the way Justin is managing my retirement savings. He has given me advice with tax strategies and superannuation. He is very easy to talk to and he explains things in a clear and concise manner.
Justin provides prompt and professional financial advice when I need it. Justin's advice is always straight-forward and easy to understand, and I always feel like Justin cares about me as a client rather than being just another customer number.
Highly recommended financial advisor. Very responsive and professional.
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2008
- Years of experience 15
- Master of Commerce (Financial Planning)
Reedy AdvisoryLevel 26, 1 Bligh St
Sydney, NSW 2000
- 8:30am – 5:30pm Monday – Friday
Reedy Capital Pty Ltd