Sydney residents Paul and Alison Graham approached us for advice on how best to invest surplus funds from downsizing their family home.
We’re here to help you make confident decisions, build wealth and achieve your goals.
Financial planning that changes lives
Your future is now - let’s shape it together
Knowing you have the money to live how you want to live and do what you want to do is a significant contributor to happiness – and it all starts with financial planning.
At Silway, we don’t just tell you what to do or where to invest. Our approach is to share with you our knowledge and advice when you need it, so that you can make confident decisions for you and your family; decisions your future self will thank you for.
Secure your financial future
Case Studies
See how we’ve helped real-life clients achieve their financial and life goals
Generating a Retirement Income & Minimising Death Tax
Richard and Theresa are new clients and were concerned that in supporting their children through university, they may now not be in a position to enjoy a comfortable retirement.
Creating an Income for a Holiday-Filled Retirement
Darren and Margaret are long term clients who are now looking to consider the next phase of their lives as they move into and towards retirement.
What our clients say...
My husband and I have found Todd’s advice to be invaluable. He has allowed us to gain insight into our financial future and offer strategies we’d never have thought of. We actually feel like we have a plan now, and it gives us great peace of mind.
Amanda
46-55 years
Todd has been available and approachable when we need him. With his advice, we feel like we have direction and can see an improvement in our position.
Alicia
< 35 years
Unlike previous advisors who don’t listen and try to talk over you, Todd takes the time to listen, ask questions and assess your level of understanding of financial matters.
Kerry
56-65 years
Through Todd’s knowledge and experience, I feel very confident that the advice given was right for my needs. I received his full care and attention when I needed it.
Laurie
65 > years