Welcome to Financial Services.

Financial Planning Advisor

We have been providing financial advice since 1989. We provide financial coaching to legal practitioners, senior executives and small business owners.

Our unique process called more4life helps you realise your goals and objectives, by taking a holistic view of your life – from your money to your family and everything in between. To find out more about each element of this unique process, click on the links below:

My Money

Having enough money for your wants and needs gives you choice..

My Leisure

Leisure is more than rest and recuperation, it is also about rejuvenation.

My Health

Health and fitness are not assets that you can put in the bank, but both..

My Business

Your business should work for you. You should not be a slave to it.

My Family

For most of us, family is probably the most important element..

About Us

More4Life provides financial advice, financial coaching and financial planning services in Sydney, including Manly, North Sydney, Parramatta, Chatswood, Hornsby, Castle Hill, Bondi, Cremorne and Balmain.

More4Life Financial Services can empower you to stay in charge of your life. Effective financial planning will spare you from the inconveniences that may arise..

book

Knowing When To Downsize

Understand the Sydney property market and when is the best time to sell.

Downsizing can be a massive benefit to set you up for financial success. By saving money on your mortgage or upkeep of a large home, and putting it towards your retirement fund you’ll be able to enjoy the equity that you have built up,rather than live in a house too big for your needs. Understanding when to downsize can be tricky. With the Sydney property market continuously a topic of conversation, it’s hard to determine whether know is the right time to sell. We break down the data and give you real tips for building the future you want.

Testimonials

I would like to thank James and his team for their support in my time of need. Things got a little scary for me when I collapsed from a burst aneurysm inside my skull in late September Read full testimonial…

My first contact with James was when I had just commenced practice as a Barrister. The concept of going into business in my own right was a daunting one and I appreciated James’
Read full testimonial…

James has been our finance advisor for over 17 years. The service and personal attention we received from James has always been excellent.

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More4Life came into my life about two years ago on the recommendation of a good friend. Since then, the piece of mind that James and his team have brought me is immeasurable. Read full testimonial…

In 2001, I was caught up in one of Telstra’s reorganisations and had the option of leaving with a redundancy package or moving into a joint venture company. Several colleagues were Read full testimonial…

By the way, that was a lovely note from your client. In case I have not said this in the past, or if I have not put it in writing, I, too, am thankful that I listened to advice in the past about obtaining Read full testimonial…

Good, personalised service with a commitment to actioning a plan. Very happy with the service to date.

Read full testimonial…

News Update

01
Jan
More4Life – Its Beginning, Its History…January 2016 When I was a young boy, a friend’s father revealed to me a secret about money which has stayed with... Read More
02
Jan
New Year’s Eve Lessons Learned…January 2016 Around mid-November last year (2015), I was doing what I’d been doing every Monday evening for... Read More
Call Us Now 02 9939 0702
Fax Us Now 02 9939 0706
225/20 Dale Street
Brookvale NSW 2100

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