Meet our team
To provide the bedrock for our clients to build their financial wealth upon.
Certified Financial® Planner Professional.
James has helped his clients build their financial independence for more than 14 years. He cuts through financial jargon and empowers his clients with knowledge, advice and experience. James has advised in both large corporate accounting firms and small boutique practices prior to starting Bedrock.
Qualifications and experience:
More about us
Bedrock Financial Services is a boutique, full service financial planning practice in Sydney. We exist to provide our clients with timely, innovative and solid advice. We are not aligned with any banks or institutions, so our advice always has your best interests in mind.
When is the right time to seek advice?
The best time to take control of your finances is now. Even if you have delayed the process. Our advisors will work with you to make up as much time as possible.
How do we like to work?
We love working closely and honestly with all our clients. We’re not clingy but enjoy catching up for a coffee and regular check-in.
Why are we so passionate?
Most of our work revolves around building wealth and protecting it. Our passion is in seeing what our clients are able to achieve when they have control of their finances.
Why us? Glad you asked!
We enjoy the interaction and regular check-ins with our clients and being able to share our experience and knowledge. We get results and measure our success by the numbers, but also make the journey enjoyable all our clients.