Blake Conde

Financial Decisions Pty Ltd

Platinum

10 Yrs Experience

Mona Vale, NSW 2103

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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.

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

5.00 September 2023

Blake takes the time to make sure my wife and I fully understand what is happening with our accounts, the choices that are available to us, as well as the possible benefits/repercussions of the different choices. We have never had a moment's doubt over our engaging Blake as our Financial Adviser. His calm, confident and pleasant demeanour is reassuring to us and rewarding from both a personal and business aspect. An exceptional young man.

5.00 September 2023

Blake is very well-rounded in all financial areas and has always helped me to understand matters in simple terms. With his advice, I have achieved my financial goals. Blake is always available to talk, answer questions and take action. He’s also a very happy, positive and genuine person.

5.00 September 2023

Personalised support with regular communication. Dedicated to finding solutions to problems identified, to ensure client-centred outcomes.

5.00 September 2023

It is my pleasure to provide a positive review for Blake Conde . Financial Decisions in Mona Vale suits my needs perfectly , providing Tax advice , Superannuation advice , and Mortgage Brokering advice. I have always found Blake to be very knowledgeable , approachable , and if he says he will do something for you , he always follows through on it , and explains the outcome very clearly and in a way that is easy to understand . During the very difficult Covid period , Blake was always available to assist . I would have no hesitation in recommending Blake to any of my friends or colleagues . And will continue to have a long and valuable connection with him . George.

5.00 September 2023

Blake was a great find! Nothing less than clear, calm and honest will do when it comes to choosing a financial adviser. I always wonder how he is so available despite having lots of clients. Blake has also been getting good results with our investments, something he proved to me over time.

A bonus is to observe the way Blake engages with my son in his 20's, encouraging interest and learning. They get on really well, and the mix of intelligent banter and life advice makes review meetings more meaningful than just good numbers.