Martin Cossettini

Blue Diamond Financial Pty Ltd

Bronze

9 Yrs Experience

North Tumbulgum, NSW 2490

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Backed with over 25 years of banking and finance experience, with 15 of these years working internationally in London, we love that Martin makes his international expertise accessible to everyone from young Aussie families to 45-year-old + individuals looking to “get there” – whether it be a strategy to build and protect wealth or simply be comfortable in retirement.

Our team met Martin and found him to be passionate about educating individuals as part of the journey to reach their financial aspirations. Always placing client “best interests” at the core of everything that he does, Martin is a great local choice.

Based in Sydney’s Hills District and Norwest region, Martin is happy to travel to meet with clients all around Sydney.

Personable and approachable, Martin offers a FREE financial advisory consultation to determine only one thing- if he can put you in a better financial position (including all associated costs) than your present one. And if he can’t, he won’t take you on as a client. We think it’s certainly worth a call.

Why not contact Martin today? 0498728243

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets

Our 4 Service Offering Modules:

1) Strategic Financial Plan

2) Investment Portfolio Statement

3) Personal Protection Plan

4) Estate Planning

Clients are free to choose from 1=4 of our service modules.

5.00 July 2024

Although I had a good understanding of financial management I needed assistance in restructuring and development of a tax optimization strategy in preparing for retirement. My want was to find an adviser who had good industry experience and shared my approach and attitude to financial planning. Martin has proven to be an excellent choice, trust is key to a successful relationship and is built over time through understanding of your personal situation and knowing how to listen, not just hear what you are saying. He is patient with my want to continue to play a role in my financial management journey and continues to gently assure that it is his job not mine now which is appreciated. His approach to risk management is second to none, after having dealt with a number of advisers over the years he is one of few that has the balance of "can we do it" and "should we do it" right for his clients. We would have no hesitation of recommending Martin and BDF as financial advisers.

5.00 July 2024

Martin has helped my husband and I feel that we now have a greater grasp of our financial situation and has given us the confidence for our future. We love Martin’s down-to-earth nature and the way he makes us feel so safe and supported. We have already recommended him to family and friends and they are so grateful to have found him too!

5.00 July 2024

We have found Martin's "down to earth" manner, combined with his wide ranging expertise and knowledge to be the perfect fit for us. The holistic approach provided by BDF was exactly what we needed to re-organise our current financial situation and prepare for the future. He is great to bounce ideas off and provide us with appropriate advice as we work towards a comfortable retirement.

5.00 July 2024

Finding Martin and BDF has been most rewarding. He is approachable and available always. We started the relationship during Covid and his patience while a couple +65 year olds navigated unfamiliar technology was commendable. We have learnt to trust his experience and advice and are now enjoying the benefits. We highly recommend him.

5.00 July 2024

Before meeting with Martin my husband and I really were not focusing on our super or retirement plans. Martin came out to our house and took us through our complete financial position and explained very clearly our options. We were starting off from the very beginning as a 'later in life' marriage where we were combining our financial position. Martin has helped us navigate through working overseas and the transition back to Australia along with understanding tax and super implications. We have complete trust in Martin and he has helped us to create a worry free plan for our retirement. I don't hesitate in recommending Martin for your financial advice.