Financial Decisions is a family office - multi based in Sydney, Australia. Verified contact details, AUM data, and investment preferences on FindLPs.
Financial Decisions is a boutique financial services company with offices in the Sydney CBD, Northern Beaches and Norwest. We are privately-owned and have our own Australian Financial Services Licence. Our clients benefit from our autonomy and transparency, our extensive in-house capabilities, high level of corporate governance, competitive fee structure and our ability to listen and deliver successful outcomes. Our team has the capability and experience to manage the complex financial needs of successful multi-generational families, delivering bespoke solutions to each client. Our unique investment expertise enables us to create tailored portfolios based on the risk and return objectives of our clients. Our investment specialists monitor and advise on portfolio changes and provide in-house research, analysis and independent views based on internal and external research using open-ended sources for external research.
Investment types: Growth Capital, Joint Venture/Partner, Long-Term Investments, Private Equity, Short-Term Investments
Sectors & themes: Business & Administrative Services, Consumer Banking, Debt Management, Insurance Products & Services, Legal & Tax Services, Reinsurance, Research & Consulting Services, Superannuation/Pension Funds, Wealth & Estate Planning, Commercial & Professional Services, Professional Business Services, Finance, Banking, Financial Services, Insurance Services
Preferred geographies: Australia/New Zealand
Location: 28 Margaret Street\nSuite 3, Level 10\nSydney\nNew South Wales\n2000\nAustralia
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.