Sydney Financial Planning

Financial advice to help you plan well, retire with confidence, and stay in control

Bradley Financial Group helps individuals and families make clear, confident decisions about retirement, superannuation, investments, insurance, and later-life planning.

Good advice should make complex decisions feel clearer, not more complicated.

Personalised advice

Shaped around your situation

Clear process

You always know what happens next

Ongoing support

We stay alongside you long-term

Retirement & wealth specialists

Super, investments, aged care

Who We Help

Recognise yourself here?

We work with Australians at different stages of life, each with different decisions to navigate, different risks to manage, and different things they want to protect.

Preparing for retirement

Within a few years of stopping work and need to know whether your super, savings, and income structure will actually hold up.

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Already retired

Retired and focused on making the money last, managing drawdowns, Centrelink, and staying ahead of what changes.

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Professionals

Earning well but too busy to stay on top of super, investments, and tax. Wanting a clear plan and someone to hold it together.

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Families

Balancing mortgage, protection, savings, and the longer term, and wanting a financial plan that actually reflects your life.

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Business owners

Running a business and navigating the crossover between personal and business finances, succession, and what comes next.

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Navigating aged care

Facing decisions about a parent's care and needing clarity on funding, accommodation, and what the system actually costs.

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Client Stories

What Our Clients Say

We measure our success by the clarity and confidence our clients feel.

"Tim helped us finally get clarity on our retirement timeline. We'd been putting it off for years, after one conversation, we had a plan we actually felt good about."

Michael & Sarah

Mosman

"What I appreciated most was that Tim listened first. He didn't push products. He just helped me understand my options and what made sense for my situation."

David

Neutral Bay

"I came in feeling overwhelmed about super and insurance. I left with a clear picture and a plan. Couldn't recommend Bradley Financial Group more highly."

Jennifer

Cremorne

These are illustrative testimonials only. They will be replaced with verified client reviews before the site goes live.

Why Bradley Financial Group

Advice built around real decisions

Tim Bradley established Bradley Financial Group with a deliberate purpose: to give financial advice in a way that larger practices rarely can. That means fewer clients, deeper relationships, and advice that is genuinely shaped around the person sitting across the table.

"I started BFG because I wanted to do advice properly, which means actually knowing my clients, understanding their situation in full, and being there when it matters. That's hard to do at scale. So we don't try to scale."

- Tim Bradley, Principal Adviser
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Clear advice in plain English

We explain our reasoning clearly and without jargon. You should always understand what we recommend and why.

Strategy shaped around your stage of life

Your plan is built around where you are and where you want to be, not adapted from a standard template.

Retirement, wealth, protection, and aged care

We cover the full range of personal financial advice, so you have one trusted partner across all the decisions that matter.

Ongoing guidance, not one-off paperwork

We stay alongside you through regular reviews, proactive adjustments, and genuine accessibility when things change.

How We Work

A structured advice process you can trust

From first conversation to ongoing partnership, our process is designed to be clear, thorough, and stress-free.

1

Initial Conversation

A relaxed, no-obligation meeting to understand your situation and see if we are the right fit.

2

Discovery & Research

We gather the full picture, your finances, goals, concerns, and priorities, then research your options thoroughly.

3

Strategy & Recommendations

We present a clear plan with detailed recommendations, explained in plain English so you feel confident in every decision.

4

Implementation

Once you are comfortable, we handle the paperwork and put your plan into action, efficiently and carefully.

5

Ongoing Support

Regular reviews, proactive adjustments, and a team that is always accessible when life changes or questions arise.

FAQs

Common questions we hear

We know that seeking financial advice can feel like a big step. Here are some of the questions people ask before getting started.

See all FAQs
The first meeting is a relaxed, no-obligation conversation. We want to understand your situation, what's on your mind, and what you're hoping to achieve. There's no paperwork, no pressure, and no cost. It's simply a chance for us to see if we're the right fit for each other.
If you have financial decisions to make, about retirement, super, investments, insurance, or aged care, and you're not confident you're making the best choices, advice is likely to be valuable. Most people find that a clear plan reduces stress and improves outcomes significantly.
We charge a transparent fee for the advice and services we provide. We'll explain our fees clearly before you commit to anything. There are no hidden charges, and we don't earn commissions on the products we recommend (with the exception of some insurance products, which we'll always disclose).
We offer both. Some clients engage us for a specific piece of advice and then manage things themselves. Others prefer an ongoing relationship where we review their plan regularly, stay on top of changes, and are available when things come up. We'll discuss what suits you best.
We cover superannuation, retirement income planning, investment strategy, SMSF advice, personal insurance and wealth protection, cash flow planning, and aged care advice. We work with individuals, families, professionals, and business owners at different stages of life.

Start with a conversation

There is no cost and no obligation. Just an honest discussion about your situation, your goals, and how we might be able to help.

Book a First Conversation →