Halcyon Wealth Advisers is a highly esteemed holistic financial advisory business based in Sydney, Australia. Established in 2007, Halcyon Wealth Advisers specializes in crafting financial plans that secure clients’ financial prosperity well into the future. With a mission to help clients achieve financial stability and success, the dedicated team collaborates closely with individuals to streamline and organize their financial matters, offering services such as wealth creation, retirement planning, personal superannuation, estate planning, and more.
Halcyon Wealth Advisers prides itself on its objectivity and proactivity, helping clients avoid emotionally driven decisions in important money matters. The firm’s experienced financial advisers work with clients to anticipate life transitions and ensure they are financially prepared well in advance. By providing education, partnership, and tailored solutions, Halcyon Wealth Advisers aims to empower clients to make informed financial decisions that align with their goals, aspirations, and risk appetite.
Through strategic growth and acquisitions, Halcyon Wealth Advisers has expanded its operations and built a sizable team of industry professionals. With offices in North Sydney and Norwest, the firm is well-equipped to support clients through life’s challenges and opportunities. Committed to giving back to the community, Halcyon Wealth Advisers supports The MonSTaR Foundation, a charity dedicated to raising funds for motor neuron disease and supporting educational programs for children with disabilities and special learning needs.