Bedrock Financial Services

Our single goal is to make sure your money works in the best way for you, your lifestyle, your goals and your ambitions, regardless of income.

Who are we?

Bedrock Financial Services is a boutique, full service financial planning practice in Sydney.

What do we stand for?

Simply put, we stand for you. As we are not aligned to any banks or institutions, we are proud to recommend strategies to suit your needs… not those of the banks.

When is the right time?

Yesterday, or maybe even the day before. It’s ok though, we will help you make up for lost time. Sure we may have missed a couple of days already, but the key is take control of your financial assets sooner rather than later. We get a thrill out of money that works smarter, not harder.

Why are we so passionate?

It’s never been about the money we save or make for our clients. It’s about what they do with this money that drives us. It could be finally having the stabilty to be your own boss, buy that beach front property you have been dreaming about or to simply retire comfortably.

How do we like to work?

Closely and honestly. You will get a good feel of this when we meet. We see our relationship with our clients as a long term partnership. We are certainly not clingy or needy, but we do like to catch up every now and then for a coffee. Our healthy network means that regardless of what financial questions you may have, we can help. You will see that from our range of services.

Why us? Glad you asked!

Your finances are one of the most important pieces in your life. We get this. You are not a number to us, nor are you a burden. We genuinely enjoy our interaction with or clients and continually check in to make sure we are headed in the right direction. We get results and measure our success on not only the numbers, but the journey and education behind how we did this not for, but with you.