“There is no substitute for honesty and integrity”
02 9923 2005
“There is no substitute for honesty and integrity”
As one of only a few in the financial and wealth services industry that is 100% Privately-Owned, we are able to provide a range of integrated services that is in the best interests of our clients.
Our philosophy is simple, our clients always come first. This belief is set on three core guiding principles, all of which place our clients ahead of all that we do.
Through our website, you will discover our commitment to "Excellence". Excellence in all that we do, from advice through to our ongoing commitment to superior service and relationship.
We view our clients as partners in our success; we succeed when our clients receive the best advice and service possible.
I was contacted by my Adviser Son Huynh (Senior Financial Adviser – BL Advisory Group) during the hearings of the Banking Royal Commission, and again afterwards to appraise me of the Commission’s findings of widespread misconduct.
Although our business relationship is relatively fresh, I have been impressed by Mr Huynh’s diligence and patience in explaining his financial proposals to me - a client who is less than wellversed in such matters. His guidance has been far more thorough markedly so - than any past adviser I’ve engaged during my 45-plus years in the workforce.
Accordingly, I feel confident that I will be well-guided by Son and his team at BL Advisory on the ramifications of this Royal Commission, and indeed on into the future.
(Client since July 2018)
Rawya Jammal (Marketing Professional)
I met with Son (Senior Adviser - BL Advisory Group) a few years back to discuss my financial situation and how it could be improved and designed to suit my lifestyle and the future I would like to have. Son gave me honest and open feedback and wasted no time in setting up my accounts, investments and savings plan with minimal fuss. Son and his team’s client care is second to none and I always feel like a priority no matter what.
I’ve been with BL Advisory Group for approximately 2 years and in that time I have been on track to achieve my financial goals and savings plans. My investments and super continue to grow steadily and I couldn’t be more thrilled!
(Client since February 2018)
One of the best things I’ve done with my finances -meeting with Son Huynh (Senior Financial Adviser –BL Advisory Group) who is a caring and honest Adviser. In the past I have dealt with CBA and a few other Advisers however was unhappy and their advice resulted in me losing money through poor advice.
I’ve now been with BL Advisory Group (North Sydney) for over 2 years and my money is being managed efficiently with Son who keeps me updated with graphs and emails showing me how my super is doing and actively checking the investment market etc. to manage our family’s financials/wealth.
So far, my financials have gone up through various investments and management and we strongly recommend you try them out if you’re like my husband and myself who are time poor and are unable to the find time to manage our investments/super and savings, to increase our money and to retire with peace of mind. Thanks to Son / BL Advisory.
(Clients since April 2018)
My Adviser Son Huynh (BL Advisory Group) has managed my investment portfolio and superannuation since 2015 well before the commencement of the Banking Royal Commission. With the detailed investment research, careful management and consistent face-to-face reviews over the years I have been very satisfied with the results produced; especially compared to my previous dealings with IOOF who I felt were charging excessively more and producing nowhere near the result(s) and service I have received since having been with the BL Advisory Group.
Given now (December 2018) the Australian Prudential Regulation Authority (APRA) is taking action against IOOF for failing to act in the best interests of superannuation members, the team at BL Advisory will be assisting me assess the negative financial impact that I have incurred.
This Banking Royal Commission has been well overdue, and I look forward to being reimbursed in full both in terms of fees for no advice/service, and the opportunity cost of all the lost money my super has incurred over the years.
(Client since September 2015)
We have been clients of BL Advisory Group since 2014 when we were simply after some guidance in terms of what next steps to take to commence and achieve our objective of wanting to strategically build our wealth over the medium to long-term.
We’ve been guided through investment options across both the property market (here and interstate) and listed investments (super, shares, managed funds, etc.). Since October 2017 we have been contemplating the upgrading of our family home, and with the right and prudent guidance through sound research by our adviser we decided to wait; given now (Feb. 2019), the downturn in the Sydney property market over the past 12 months it has been a decision that we are glad we have taken.
The team at BL Advisory Group have not only satisfied our financial needs, but have worked on building a great rapport with us. This has made every transaction and planning outcome successful. We highly recommend them for both their professionalism in the field, but also their attention to the needs and requirements of their clients/customers.
(Clients since June 2014)
I have been with BL Advisory Group since April 2016 at the point when I was in need of and seeking professional financial advice that was/is in my best interests after a few very poor financial investment decisions that I had made over the years, prior.
My Adviser Son Huynh (Senior Financial Adviser) contacted me during the Banking Royal Commission, and straight after the Final Report was released in February 2019; given that I held ANZ Accounts/Superannuation for a lengthy number of years throughout my time during previous employment within the private sector. I was made aware that ANZ will have to pay compensation to approximately two million of their customers that were wrongly charged or for fees for advice/service that was not in members best interests.
Son has been very attentive to my financial needs with regular face-to-face review meetings, and I would highly recommend anyone who is after professional financial advice to speak with him and the team at BL Advisory Group.
(Client since April 2016)
During our years of employment, we both held superannuation across government funded schemes – Defined Benefit – and several retail accounts, such as Aon and OnePath (a company of ANZ). The latter two of which were established and held as a result of various employment arrangements during our working years.
Our Adviser Son Huynh and his team at BL Advisory Group contacted us during the hearings of the Banking Royal Commission (RC) and advised of its findings and that the misconduct uncovered could possibly relate to one (or more) of our super funds; and suggested steps to consider once the final recommendations are handed down by the Commissioner in February 2019.
We look forward to a positive outcome to our situation once this Royal Commission is over, with the assistance of BL Advisory Group.
(Clients since December 2013)
I originally engaged BL Advisory Group for strategic advice regarding my investment portfolio, superannuation and income-stream pension matters.
During and shortly after the Banking Royal Commission had ended and the final report was handed down, I was visited by BL Advisory and it was brought to my attention that one of my previous superannuation investment providers, namely CBA’s Colonial First State was required to attend to hearings which is reported to have revealed that Colonial First State broke superannuation laws 15,000 times over several years. Given this and how close I am from retirement I feel I should have engaged a 100% privately-owned advice firm a long time ago to ensure I was provided with financial and investment advice that was appropriate for me and in my interests.
Given I have been treated with such personal care and attention to my situation and needs with regular contact, I highly recommend the advice and service of the team at BL Advisory Group.
(Client since Janaury 2018)
View our full list of financial services..
Copyright © BL Advisory Group - All Rights Reserved.
