Sarah Broady

I have a passion for pre-retirees and retirees and being on their retirement journey with them.

Having started in the financial planning industry upon dealing with my Parents divorce over 25 years ago. Due to strained communication between couples and a fear of retirement was a cause of their relationship breakdown and financial assets separation. I was keen to be able to help couples to communicate about money and retirement in a way that keeps relationships together.

I am continuing on the journey with dealing with my Parents needs in Aged Care with a passion to continue to hold the hands of my clients in similar situations and getting the right outcomes for them and their families.

I see my role to be an educator, simplifying a client’s situation so it is understandable in their terms. It is important to remove the jargon and intimidation that a lot of older clients experience.

I am often the go-to person for my Clients, as I guide my Clients on their financial life journey.

My passion is ensuring my Clients legacy (both values and money) are embedded into the next generation of the Family that I care for, which gives comfort to the Client Families under my advice.

I enjoy the interaction with my Clients whether it be at face to face meetings, in office or at their homes to online meetings or phone conversations.

Sarah is a member of the Financial Advice Association Australia (FAAA) and is a Certified Financial Planner (CFP).

Sarah lives in the Sutherland Shire with her Family and will be based out of our Sutherland Office located at Ground Floor Suite 2.04, 3-5 Stapleton Ave, Sutherland NSW 2232