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Sydney Private Advisory

Sydney Private Advisory

5.0(11 reviews)See reviews ↓·Sydney

What customers say

Based on genuine customer reviews

Superannuation growth and retirement preparation feature prominently in the feedback left for this practice, where clients recount relationships with Regan Isaac stretching across seven, ten and even twelve years. His technical understanding of financial strategies is a theme running through the accounts, alongside the care taken to match solutions to each person's circumstances rather than applying a standard template. Reviewers describe patient explanations of investment concepts that had previously seemed unfamiliar, and several credit his guidance with helping them reach a comfortable retirement.

Communication earns consistent praise, with clients noting that he listens carefully to both immediate needs and longer-term aspirations before offering direction. His manner is described as approachable, personable and unfailingly professional, and the sense that he genuinely prioritises client interests comes through repeatedly. Some mention following him when he moved between firms, while others value the reassurance of being able to make contact between scheduled meetings. Well-researched advice and a steady hand through investment decisions are recurring points, and the relationship is often framed as one clients intend to maintain for the long term, with goal-setting across short, medium and longer horizons shaping the work.

Reviews

Reviews are taken from publicly available sources.

DC
Donie Collins17 January 2025

Regan is an outstanding financial planner. He truly knows his stuff and consistently demonstrates a deep understanding of financial strategies tailored to individual goals. Regan goes above and beyond to add real value to his clients, providing thoughtful advice and solutions that align perfectly with their financial objectives. What sets him apart is how much he genuinely cares about his clients' best interests, always prioritising long-term success and financial well-being. If you're looking for a financial planner who is knowledgeable, proactive, and genuinely invested in helping you achieve your goals, I highly recommend Regan!

DB
Darren Bryant14 January 2025

I have worked with Regan for a number of years. His knowledge and communication are excellent and would highly recommend him to anyone seeking a Financial Adviser.

JB
Jenny-Lee Booth13 January 2025

I have been working with Regan for many years now as my financial advisor. He is professional, supportive, knowledgable and personable. I have watched my super grow under his care and every day I feel that bit closer to my retirement dreams. I highly recommend Regan and Sydney Private Advisory - it's not going to hurt to have chat and find out what they can do for you!

TC
Tomoko Connolly12 January 2025

Regan has been our financial adviser for several years, and he is the best financial adviser we have ever had. He listened to us , and gave us some options we've never thought of. He is knowledgeable, approchable, and goes above and beyond for us. Thanks to Regan, we are in a better financial position. We would recommend Regan to anyone who is either looking for one or had a terrible experience with financial advisers before.

SF
Scud Fest12 January 2025

We have had Regan as our adviser on and off for many years now. I say on and off because we chose to use Regan even when he changed firms. We followed him. I always feel comfortable when following his advice and I know that we would not be in the sound financial position we are now without his professional guidance. Just as important, it gives us great peace mind knowing that Regan is only a phone call or email away when we need to seek counsel on tricky and complex financial matters.

SS
Sona S10 January 2025

I have trusted Regan Isaac with my finances for more than seven years. With his deep knowledge of the financial world, he has gently street my investment choices with empathy and attention. He carefully listens to my financial needs and future financial aspirations and offers customised solutions. His patience and thoughtful approach has helped me understand areas of financial investment I was unfamiliar with. I cannot recommend Regan highly enough.

CJ
Chris James10 January 2025

Our experience here has so far been very good. Over the course of god knows how many meetings they have meticulously figured out what we want to achieve in both the short and long term. And that kind of detail really can only be found by actually giving a damn about us, which I think says a lot. I anticipate being their client for a very long time. Highly recommend.

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.
1Sydney Private Advisory (this page)★ 5,011No
2Sydney City Financial Planning★ 5,010No
3Sheffield Financial Group★ 5,019No
4Jason O'Connell - Financial Life Planner★ 5,035No
5Ethinvest★ 5,01No
Contact
+61280754659www.sydneyprivateadvisory.com.auGateway Tower, Level 36/1 Macquarie Pl, Sydney NSW 2000
Working hours
Monday08:45–17:15
Tuesday08:45–17:15
Wednesday08:45–17:15
Thursday08:45–17:15
Friday08:45–17:15
SaturdayClosed
SundayClosed