Northstar Financial Advisers Pty Ltd is a non-institutionally owned financial planning firm offering a wide variety of financial services for your individual or business needs.

We are located in Freshwater and serve a diverse range of clients across the Northern beaches, Sydney metropolitan area and beyond.

As we are privately owned, we hold our own Australian Financial Services License (AFSL 313618). This means we are not affiliated with any banks or insurance companies. We operate on a
fee for service basis, so our loyalty is to our clients and our services are based solely on your specific financial needs.

 

No matter what your stage of life, we can help you to secure your financial future. We work with you to identify your specific objectives and develop strategies to successfully achieve your goals.

At Northstar we aim to build long-term client relationships by working with you regularly through the different phases of your financial life.
Financial Services Guide
Our philosophy
At Northstar we take a values based approach to financial planning. We aim to fully understand your values and what’s important to you as the basis for developing a strategy to get you where you want to be. We know that you can’t achieve long term goals with a one-off solution; financial planning is a process that changes and evolves. We want to build a long-term mutually trusting relationship where we guide you to make smart choices about your money and lifestyle so that you can live the kind of life you want.

Our expertise 
At Northstar we offer integrated financial planning and investment management services. We are experts in:
  • All aspects of superannuation including Self Managed Super Funds. Alistair is an Accredited Specialist Member of SPAA, the Self-Managed Super Fund Association of Australia
  • Investing to grow your assets through our Managed Discretionary Account service, whereby we actively manage your customised portfolio on a regular basis
  • Preparing for and managing your assets and cash flow in retirement
  • Protecting you from life’s unexpected events through personal protection insurances including Life, TPD, Income Protection, Business Expenses and Trauma/ Critical Illness insurance.