Sydney Colaco2021-04-14T06:37:19+00:00

Financial Planner Profile

Sydney Colaco

Senior Planner-Hudson Advisory

I am a Certified Financial Adviser with a qualification of a Diploma in Financial Planning and Masters in Business Administration which has helped me gain the required knowledge to help my clients. I have been a Financial Planner for over 8 years and my passion for this industry grows every year.

I truly believe that an average person spends most of his life working to make money for a better future for themselves and their family, in order to achieve that just saving hard earned money is not enough one has to place creative strategies towards wealth creation.

Client’s work had to earn their money and I help my clients, to make their money work hard for them.

Everyone has the potential to achieve financial freedom with the help of professional guidance, strategies and maximising every financial opportunity within one the risk appetite.

I have helped my clients to get in control of their finances, achieve their financial goals and track their progress by creating detailed financial plans and periodic reviews.

I try to maintain strong communication with my clients where they have a person to call when they have any question regarding their finances.

Qualifications:

  • Diploma of Financial Planning
  • Masters in Business Administration

What to Expect When We First Meet?

  • A simplified explanation of complicated financial strategies
  • An alternative approach for their current situation to put them in a better position.
  • Better understanding and control of their own finances and peace of mind.

What to bring to the meeting:

  • Basic information about their assets, liabilities, income, and expenses
  • Financial goals they want to achieve.

How are we different?

  • We are a self-owned business, so we don’t work for product providers we work for our clients.
  • We follow a simple model of addressing the client’s goals, then the strategy to meet the goal and finally the product based on the strategy.
  • We are not a large business, so our clients are not just numbers for us.
  • Our clients have the liberty to call the adviser directly any time they have questions.

I believe in work-life balance, so I love spending quality time with family and friends whenever I get a chance. Celebrate even the smallest achievement with them as an excuse to get together.

Financial Planning Services:

  • Personal Superannuation advice
  • Self Managed Super Funds
  • Wealth Management & Non-Super Investment advice
  • Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
  • Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
  • Taking a redundancy
  • Inheritance
  • Family matters

  

  • Gearing advice through Margin Lending strategies
  • Debt Management
  • Estate Planning
  • Cash Flow Management
  • Pre Retirement and Retirement Planning
  • Centrelink Benefit Strategies
  • Estate planning
  • Relationship breakdown

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