Griffin Financial Services

Griffin Financial Services is a Sydney-based collective of financial planners offering personalised guidance to help clients make confident decisions and move towards their financial goals. The team takes time to understand each person’s circumstances, then creates clear, practical strategies designed to simplify complex financial questions and reduce stress. Its advice is tailored to clients’ needs, with transparent fees and support throughout the planning process.

Services include comprehensive financial planning and strategy, investment advice, superannuation guidance, retirement planning, and life insurance advice. Griffin also assists UK expats with cross-border financial matters, including UK pensions, tax obligations, currency considerations, and investments aligned with Australian regulations. Estate planning and intergenerational wealth planning help clients consider how to protect and transfer their assets.

The firm works with a range of clients, including high-earning households building wealth, professionals planning for the future, business owners, UK expats, and people approaching retirement. Its approach considers clients’ broader circumstances and priorities, aiming to provide recommendations that fit their lives rather than a one-size-fits-all solution.