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Your Private Advisers, Independent Financial Planner Sydney

Your Private Advisers, Independent Financial Planner Sydney

5.0(27 reviews)See reviews ↓·Sydney

What customers say

Based on genuine customer reviews

Retirees and long-term investors make up much of the clientele of this independent financial planning practice, and their accounts return repeatedly to the work of Michael and Sophie. Relationships spanning ten to fifteen years are described, with advice credited for growing portfolios and steering clients through retirement. More than one review highlights the firm's genuine independence, including commissions refunded and costs kept low. A tailored, holistic approach to investment strategy, superannuation and self-managed super fund setup is singled out, with Michael asking considered questions and listening closely before recommending.

Communication emerges as another constant theme: bi-monthly video updates keep clients informed about market movements, while Sophie's administrative support is described as prompt and well organised. Honesty and transparency, paired with an easy, friendly manner, are highlighted alongside a readiness to seek client views on alternative approaches. Contributors also value the responsiveness shown when personal or financial circumstances change, and the general ease of dealing with the team, a point that comes up often across the feedback. The relationship is frequently framed as one clients intend to continue.

Financial consultant
Your Private Advisers, Independent Financial Planner Sydney — Customer photo

Reviews

Reviews are taken from publicly available sources.

HC
Helen Cumbers3 May 2024

Michael came recommended by a long time mutual friend in 2023. He set up our SMSF for us and we now enjoy a secure retirement. He is genuinely friendly, interested, will listen to your point of view and is so easy to get on with. Communication is fantastic and integrity is legend. We highly recommend Your Private Advisers and look forward to our continued relationship. Rhys and Helen Cumbers

DL
Domenica Losciuto3 May 2024

I have engaged Your Private Advisors for 5 years. During this time I have been very happy with the positive results I have gained, and the way they conduct their service. I would recommend them to anyone especially to family a d friends.

SR
Steve R2 May 2024

We have been dealing with Your Private Advisors, principally with Michael for over 10 years. His advice is always balanced and his knowledge we believe to be first rate. He set up our SMSF, and listened to the type of investment style we wanted.

PC
Pamela Cronan2 May 2024

We have been happy with the service provided by Your Private Advisers for about 20 years and have recommended their services to friends / colleagues. We are comfortable that the advice is not affiliated with any specific financial institutions and that most advisor commissions are passed back to us. We appreciate that Michael Radalj is always researching the markets and noting changes.

GC
Greg Cox2 May 2024

We have been clients of Michael and Sophie at Your Private Advisors for many years. They assisted us with our Investment Strategy and general Financial advice as we headed toward our retirement and since then. Their advice has been both effective and tailored to meet our requirements. They take a personalised approach, understand our particular needs and stage of life, they ask the right questions and listen well. They are pleasure to deal with.

S
SparkyDan7 April 2024

Michael has been my financial adviser for many years. I am very happy with his accessbility, advice and communications to keep me updated on my investments. I can certainly recommend Michael.

GA
Greg Allen22 March 2024

Michael has been my financial adviser for more years than I can remember. His advice is well considered and over the years his skills have allowed me to grow my portfolio in a most satisfactory way. His honesty and transparency at all times, makes dealing with him a pleasure.

Financial advisers & planners in Sydney compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.

RankProviderRatingReviewsOpen Sat.
1Your Private Advisers, Independent Financial Planner Sydney (this page)★ 5,027Yes
2Amoggh Financial Service Pty Ltd★ 5,04No
3AD Advisory ® Certified Financial Planner ® Sydney★ 5,078No
4Committed Financial Planning - Sydney★ 5,025No
5Ethinvest★ 5,01No
Contact
+61299224699www.yourprivateadvisers.com.au212/117 Old Pittwater Rd, Brookvale NSW 2100
Working hours
Monday09:00–16:00
Tuesday09:00–16:00
Wednesday09:00–16:00
Thursday09:00–16:00
Friday09:00–16:00
Saturday09:00–16:00
Sunday09:00–16:00