Financial Advisor Sydney - Wealthy Self

Financial Advisor Sydney

We are THE financial advisor Sydney for Millennials, Gen Y & Young Professional Families

David Currie is a Financial Advisor Sydney who specialises in millennial financial planning so you can buy your first home, learn how to invest, get Superannuation advice and to Grow Your Future.

Have you been looking for a Financial Advisor Sydney who really gets you and your financial goals?

Oh hello Sydneysider 👋🏻! Thanks for stopping by and checking us out. If you’re a Millennial, Gen Y or Young Professional looking for strategic financial planning – you’ve come to the right place.

We’re a millennial financial planning company that specialises in working with people just like us – ambitious young professionals who want to grow their future so they can live their dream life – whatever that looks like!

Through personalised financial advice, strategic goal setting, and using the latest technology, we can help you to buy your first home, grow your wealth,  invest ethically for your family’s future, sort out your Super and much more.

We want you to know that it’s totally possible to get on top of your finances, invest into and protect your future, to live the life you want right now, whilst growing your family’s financial future.

We’re not your parents financial advisor.  We actually care about how our clients feel and what is important to them. This is why we do things differently because times have changed, what we want and how we do things are totally different to what your parents did. And we get how hard it can be to get ahead too. All of these factors help to make us the best Financial Advisor Sydney 😊

 

How do you find the best Financial Advisor Sydney…?

David Currie Wealthy Self Financial Planning for Millennials - Financial Advisor Sydney

It can be soooo hard to find the right Financial Advisor Sydney. Luckily for you, David has over 15 years experience as a financial planner and, we believe, is the BEST Financial Advisor Sydney who also specialises in helping Millennials, Gen Y’s and Young Professional Families to feel financially free and to Grow their Future (we may be biased though!)

In all seriousness, Wealthy Self is made up of Millennials, Gen Y’s and we are a Young Professional Family too. We walk what we talk, because we work with people just like us – millennials and young professionals who want to buy your first home, who want to learn how to invest, who want solid investment advice from a Financial Advisor Sydney they can trust. Our clients sing our praises because we care about them, their families and their goals. And we also get them great results so they can feel comfortable and confident that they are growing their wealth, whilst protecting themselves, their families and their future. Win-win!

 

How does working with a Financial Advisor Sydney actually work…?

Working with David as your Financial Advisor Sydney is actually quite simple, thanks to our efficient processes, use of technology and flexible working style. We work with clients all over Australia using these simple steps:

DISCOVER

We help you identify your dreams, goals and what’s really important for your family’s future.

CREATE

With your goals in mind, we review all your options to create a personalised financial action plan that really works for you.

EDUCATE

We present and explain your unique strategic Financial Plan so you can be sure it will align with your goals.

ACTIVATE

We’ll implement your Financial Plan and chosen ongoing membership package, so you can focus on your family.

REVIEW

If applicable, we’ll review your plan to keep you on track to achieve your goals and ensure you’re feeling good about it too!

What our clients are saying about us…

I first came to Wealthy Self because I was looking for advice on getting trauma cover and general financial planning. David is the first financial advisor I have worked with and he explained the entire process so I knew what to expect. He also explained all the financial jargon and terms that I wasn’t familiar with, which made me feel better.  David made sure I was comfortable with everything and he communicated clearly and frequently with me to ensure there were no delays or ambiguity. If anyone is looking for a financial advisor, David is my first choice because he is very clear, patient and knowledgeable.

Madhu

Administration Officer, NSW

David was by far the most thorough, efficient, effective and trustworthy financial advisor we’ve ever had. His ability to assimilate with the younger generation through modern financial practice allowed him to secure the most effective strategy for our financial position.

By working with Wealthy Self, we’ve reduced our debt, increased savings, have personalized insurances and improved our overall financial wealth and knowledge. We feel positive and more confident with than ever before with our current financial position. I’d tell others if they want improved financial wealth and independence, then don’t waste any time with anyone else and see David at Wealthy Self straight away!

Brendan & Melissa

Project and Account Manager, QLD

I came to David looking to get in financial shape, from cash flow to building a savings fund and reviewing my insurances. I have worked with a financial adviser before and to be honest, they didn’t come close to David. In the past I’ve felt financial advisers are unrealistic – they don’t account for enjoying life and unexpected expenses. At times, I’ve also felt judged or embarrassed about my position or knowledge when it comes to finances.

I was drawn to David as I knew he worked closely with young professionals and families, and had a realistic approach that still allowed people to reach their goals. David is so down-to-earth, easy to talk to and no question is a silly question. I feel SO much more in control, motivated to save and excited for what’s to come! I also felt the Statement of Advice was so much easier to understand than other versions I’ve seen – it felt easy to follow and digestible.

Alyce

Director, VIC, Bossy Creative

First things first...let’s get to know each other!

Want to stress less about money, build your family’s financial future AND still have fun? Start growing your finances and have a chat with David!

David Currie

Wealthy Self Family Financial Planning - David Currie

Hey I’m Dave! Everyone has a mate called Dave and I’d love to be the one that gets to chat to you about your finances (I’m sure your other Dave mates don’t!) I was born and raised in Sydney and proud to start off my financial career in Sydney Harbour with a view of the bridge every day. Amazing!

Since then, a lot has changed! I’m a young professional financial adviser and first time father, now living in Brisbane with my wife, bubba and pupster. I’m passionate about helping millennials, Gen Y and young professional families, plan for the future, so you can feel organised, clear and financially secure. Then you can spend time doing the important stuff like enjoying life, travelling and raising amazing kids! I thrive on working with my young professional clients to create good financial habits and to nurture a healthy relationship with money, so you can achieve your financial goals. 

I’ve been helping my clients from Sydney and all over Australia, to create, grow and protect their wealth for over a decade. My vision is to empower young professionals to achieve financial security and flexibility, whilst creating and protecting their wealth, so you can focus on the things that matter to you. This is why I’ve created your free Family Planning Workbook

Together, we can organise and optimise your financial situation so you can have peace of mind for your family’s future.  I’m here to listen and support you to achieve your goals, whatever they are – so if you want to feel financially secure and spend less time stressing about money and more time with your family, book in an appointment today – I’d love to chat further on how we can work together.

Cheers,

David Wealthy Self Founder and Director

Wealthy Self

Empowering young professional families to feel financially secure, Wealthy Self is a family financial planning business with a difference. We’re run by an ambitious, young professional Gen Y family and we understand the challenges of starting and managing a young family, whilst working and trying to enjoy life too! We are here to help you navigate and organise your finances, so you can achieve the greatest financial flexibility to achieve your family’s goals and dreams – whilst protecting yourselves and your assets. We’re passionate about helping young professional families to spend less time managing their finances and more time raising their amazing kids! We empower our members to feel financially secure, by planning for their families future, today.

FINANCIAL ADVISOR SYDNEY

We service the whole of Sydney, Wollongong, the Central Coast, Newcastle and beyond! If you have a phone, internet connection and a desire to protect your family’s finances, I could be your financial advisor Sydney or anywhere in NSW…

Sydney FINANCIAL ADVISOR SERVICE AREAS

Abbotsbury
Abbotsford
Acacia Gardens
Agnes Banks
Airds
Alexandria
Alfords Point
Allambie Heights
Allawah
Ambarvale
Annandale
Annangrove
Arcadia
Arncliffe
Arndell Park
Artarmon
Ashbury
Ashcroft
Ashfield
Asquith
Auburn
Austral
Avalon Beach
Badgerys Creek
Balgowlah
Balgowlah Heights
Balmain
Balmain East
Bangor
Banksia
Banksmeadow
Bankstown
Bankstown Aerodrome
Barangaroo
Barden Ridge
Bardia
Bardwell Park
Bardwell Valley
Bass Hill
Baulkham Hills
Bayview
Beacon Hill
Beaconsfield
Beaumont Hills
Beecroft
Belfield
Bella Vista
Bellevue Hill
Belmore
Belrose
Berala
Berkshire Park
Berowra
Berowra Creek
Berowra Heights
Berowra Waters
Berrilee
Beverley Park
Beverly Hills
Bexley
Bexley North
Bidwill
Bilgola Beach
Bilgola Plateau
Birchgrove
Birrong
Blackett
Blacktown
Blair Athol
Blairmount
Blakehurst
Bligh Park
Bondi
Bondi Beach
Bondi Junction
Bonnet Bay
Bonnyrigg
Bonnyrigg Heights
Bossley Park
Botany
Bow Bowing
Box Hill
Bradbury
Breakfast Point
Brighton-Le-Sands
Bringelly
Bronte
Brooklyn
Brookvale
Bundeena
Bungarribee
Burraneer
Burwood
Burwood Heights
Busby
Cabarita
Cabramatta
Cabramatta West
Caddens
Cambridge Gardens
Cambridge Park
Camellia
Cammeray
Campbelltown
Camperdown
Campsie
Canada Bay
Canley Heights
Canley Vale
Canoelands
Canterbury
Caringbah
Caringbah South
Carlingford
Carlton
Carnes Hill
Carramar
Carss Park
Cartwright
Castle Cove
Castle Hill
Castlecrag
Castlereagh
Casula
Catherine Field
Cattai
Cecil Hills
Cecil Park
Centennial Park
Chatswood
Chatswood West
Cheltenham
Cherrybrook
Chester Hill
Chifley
Chippendale
Chipping Norton
Chiswick
Chullora
Church Point
Claremont Meadows
Clarendon
Clareville
Claymore
Clemton Park
Clontarf
Clovelly
Clyde
Coasters Retreat
Cobbitty
Colebee
Collaroy
Collaroy Plateau
Colyton
Como
Concord
Concord West
Condell Park
Connells Point
Constitution Hill
Coogee
Cottage Point
Cowan
Cranebrook

Cremorne
Cremorne Point
Cromer
Cronulla
Crows Nest
Croydon
Croydon Park
Curl Curl
Currawong Beach
Currans Hill
Daceyville
Dangar Island
Darling Point
Darlinghurst
Darlington
Davidson
Dawes Point
Dean Park
Dee Why
Denham Court
Denistone
Denistone East
Denistone West
Dharruk
Dolans Bay
Dolls Point
Doonside
Double Bay
Dover Heights
Drummoyne
Duffys Forest
Dulwich Hill
Dundas
Dundas Valley
Dural
Eagle Vale
Earlwood
East Hills
East Killara
East Lindfield
East Ryde
Eastern Creek
Eastgardens
Eastlakes
Eastwood
Edensor Park
Edgecliff
Edmondson Park
Elanora Heights
Elderslie
Elizabeth Bay
Elizabeth Hills
Elvina Bay
Emerton
Enfield
Engadine
Englorie Park
Enmore
Epping
Ermington
Erskine Park
Erskineville
Eschol Park
Eveleigh
Fairfield
Fairfield East
Fairfield Heights
Fairfield West
Fairlight
Fiddletown
Five Dock
Forest Glen
Forest Lodge
Forestville
Frenchs Forest
Freshwater
Galston
Georges Hall
Gilead
Girraween
Gladesville
Glebe
Gledswood Hills
Glen Alpine
Glendenning
Glenfield
Glenhaven
Glenmore Park
Glenorie
Glenwood
Gordon
Granville
Grays Point
Great Mackerel Beach
Green Valley
Greenacre
Greendale
Greenfield Park
Greenhills Beach
Greenwich
Gregory Hills
Greystanes
Guildford
Guildford West
Gymea
Gymea Bay
Haberfield
Hammondville
Harrington Park
Harris Park
Hassall Grove
Haymarket
Heathcote
Hebersham
Heckenberg
Henley
Hillsdale
Hinchinbrook
Hobartville
Holroyd
Holsworthy
Homebush
Homebush West
Horningsea Park
Hornsby
Hornsby Heights
Horsley Park
Hoxton Park
Hunters Hill
Huntingwood
Huntleys Cove
Huntleys Point
Hurlstone Park
Hurstville
Hurstville Grove
Illawong
Ingleburn
Ingleside
Jamisontown
Jannali
Jordan Springs
Kangaroo Point
Kareela
Kearns
Kellyville
Kellyville Ridge
Kemps Creek
Kensington
Kenthurst
Kentlyn
Killara
Killarney Heights
Kings Langley
Kings Park
Kingsford
Kingsgrove
Kingswood
Kirkham
Kirrawee
Kirribilli
Kogarah
Kogarah Bay
Ku-ring-gai Chase
Kurnell
Kurraba Point
Kyeemagh
Kyle Bay
La Perouse
Lakemba
Lalor Park

Lane Cove
Lane Cove North
Lane Cove West
Lansdowne
Lansvale
Laughtondale
Lavender Bay
Leets Vale
Leichhardt
Len Waters Estate
Leppington
Lethbridge Park
Leumeah
Lewisham
Liberty Grove
Lidcombe
Lilli Pilli
Lilyfield
Lindfield
Linley Point
Little Bay
Liverpool
Llandilo
Loftus
Londonderry
Long Point
Longueville
Lovett Bay
Lower Portland
Lucas Heights
Luddenham
Lugarno
Lurnea
Macquarie Fields
Macquarie Links
Macquarie Park
Maianbar
Malabar
Manly
Manly Vale
Maraylya
Marayong
Maroota
Maroubra
Marrickville
Marsden Park
Marsfield
Mascot
Matraville
Mays Hill
McCarrs Creek
McGraths Hill
McMahons Point
Meadowbank
Melrose Park
Menai
Menangle Park
Merrylands
Merrylands West
Middle Cove
Middle Dural
Middleton Grange
Miller
Millers Point
Milperra
Milsons Passage
Milsons Point
Minchinbury
Minto
Minto Heights
Miranda
Mona Vale
Monterey
Moore Park
Moorebank
Morning Bay
Mortdale
Mortlake
Mosman
Mount Annan
Mount Colah
Mount Druitt
Mount Kuring-Gai
Mount Lewis
Mount Pritchard
Mount Vernon
Mulgoa
Mulgrave
Narellan
Narellan Vale
Naremburn
Narrabeen
Narraweena
Narwee
Nelson
Neutral Bay
Newington
Newport
Newtown
Normanhurst
North Balgowlah
North Bondi
North Curl Curl
North Epping
North Kellyville
North Manly
North Narrabeen
North Parramatta
North Rocks
North Ryde
North St Marys
North Strathfield
North Sydney
North Turramurra
North Wahroonga
North Willoughby
Northbridge
Northmead
Northwood
Norwest
Oakhurst
Oakville
Oatlands
Oatley
Old Guildford
Old Toongabbie
Oran Park
Orchard Hills
Oxford Falls
Oxley Park
Oyster Bay
Paddington
Padstow
Padstow Heights
Pagewood
Palm Beach
Panania
Parklea
Parramatta
Peakhurst
Peakhurst Heights
Pemulwuy
Pendle Hill
Pennant Hills
Penrith
Penshurst
Petersham
Phillip Bay
Picnic Point
Pitt Town
Pleasure Point
Plumpton
Point Piper
Port Botany
Port Hacking
Potts Hill
Potts Point
Prairiewood
Prestons
Prospect
Punchbowl
Putney
Pymble

Pyrmont
Quakers Hill
Queens Park
Queenscliff
Raby
Ramsgate
Ramsgate Beach
Randwick
Redfern
Regents Park
Regentville
Revesby
Revesby Heights
Rhodes
Richmond
Riverstone
Riverview
Riverwood
Rockdale
Rodd Point
Rookwood
Rooty Hill
Ropes Crossing
Rose Bay
Rosebery
Rosehill
Roselands
Rosemeadow
Roseville
Roseville Chase
Rossmore
Rouse Hill
Royal National Park
Rozelle
Ruse
Rushcutters Bay
Russell Lea
Rydalmere
Ryde
Sackville North
Sadleir
Sandringham
Sandy Point
Sans Souci
Schofields
Scotland Island
Seaforth
Sefton
Seven Hills
Shalvey
Shanes Park
Silverwater
Singletons Mill
Smeaton Grange
Smithfield
South Coogee
South Granville
South Hurstville
South Maroota
South Penrith
South Turramurra
South Wentworthville
South Windsor
Spring Farm
St Andrews
St Clair
St Helens Park
St Ives
St Ives Chase
St Johns Park
St Leonards
St Marys
St Peters
Stanhope Gardens
Stanmore
Strathfield
Strathfield South
Summer Hill
Surry Hills
Sutherland
Sydenham
Sydney
Sydney Olympic Park
Sylvania
Sylvania Waters
Tamarama
Taren Point
Telopea
Tempe
Tennyson Point
Terrey Hills
The Ponds
The Rocks
Thornleigh
Toongabbie
Tregear
Turramurra
Turrella
Ultimo
Varroville
Vaucluse
Villawood
Vineyard
Voyager Point
Wahroonga
Waitara
Wakeley
Wallacia
Wareemba
Warrawee
Warriewood
Warwick Farm
Waterfall
Waterloo
Watsons Bay
Wattle Grove
Waverley
Waverton
Wedderburn
Wentworth Point
Wentworthville
Werrington
Werrington County
Werrington Downs
West Hoxton
West Pennant Hills
West Pymble
West Ryde
Westleigh
Westmead
Wetherill Park
Whalan
Whale Beach
Wheeler Heights
Wiley Park
Willmot
Willoughby
Willoughby East
Windsor
Windsor Downs
Winston Hills
Wisemans Ferry
Wolli Creek
Wollstonecraft
Woodbine
Woodcroft
Woodpark
Woollahra
Woolloomooloo
Woolooware
Woolwich
Woronora
Woronora Heights
Yagoona
Yarrawarrah
Yennora
Yowie Bay
Zetland