Investment and retirement strategies that stand the test of time.


Information provided on this website is general in nature and does not constitute financial advice.

Illawara Financial Planning and Sydney Financial Planning will endeavour to update the website as needed. However, information can change without notice and Illawara Financial Planning and Sydney Financial Planning does not guarantee the accuracy of  information on the website, including information provided by third parties, at any particular time.

Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.

Illawara Financial Planning and Sydney Financial Planning does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Charter Financial Planning and it's employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on  this website is owned by Illawara Financial Planning and Sydney Financial Planning. You may not alter or modify this information in any way, including the removal of this copyright notice.

General advice warning

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Links to information on external websites

These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Sydney/Illawarra Financial Planning or Charter Financial Planning in any way. Note: Sydney/Illawarra Financial Planning and Charter Financial Planning does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.


These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

Blogs and articles on this website

This information contained in this online article/blog may contain references to other special offers or promotions offered by persons who are not part of the AMP group of companies. AMP has not verified, and is not responsible for, the information provided by other parties or persons not part of the AMP group of companies. Subject to any applicable law which cannot be excluded, AMP group of companies and Sydney Financial Planning & Illawarra Financial Planning makes no warranties or representations regarding the quality, accuracy, merchantability or fitness for purpose of the goods or services available from these persons. Your obtaining of goods or services from these persons is at your own risk. AMP group of companies does not accept any liabilities arising from reliance on the access and the availability of the information, or fees and charges that relate to the use of such information.


Still have some questions?

Or you would like to discuss your individual situation, please contact us on 02 4229 8533.