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GROW,
FLOURISH,
PROSPER

Bloom Advisory Group is a financial advisory firm based in Sydney.

Our founders Jennifer and Barry Porter each have over twenty years’ experience within the financial services industry. Jennifer has held the distinction of being a Certified Financial Planner, the highest certification available to financial planners worldwide, since 2001.

Finding the right adviser can be daunting. Our aim is to provide our clients with peace of mind about their personal financial management, and the confidence and knowledge that they have the right strategies in place to meet their goals and objectives. It is our role to assist our clients to identify their goals, set a plan in action and work together to achieve those goals.

Of course, each individual is different, so we offer custom solutions to a select group of engaged clients.

WHY BLOOM

At Bloom Advisory Group we treat every client as an individual, there is no “one size fits all”.

Whatever your stage of life, you need a clear strategyv and no matter at what stage of life we meet, we find out what is most important to you first. Whilst the right investment, superannuation fund or insurance product is clearly important, we believe these are secondary to discovering why you are wanting to engage our services in the first place.

Once we understand you and your needs, we then formulate a clear financial plan with strategies to help you achieve your goals.

Our Services

  • Investing
  • Saving, including cash-flow
  • Superannuation, including Self-managed super
  • Planning for Retirement
  • Personal insurance
YOUR GROWTH & SUCCESS IS OUR BUSINESS

I have been using Jennifer Porter of Bloom Advisory Group Pty Limited for the past three years and I have found her to be extremely professional and honest. Jennifer makes me feel confident when advising me of my investments. Jennifer has a pleasant and attentive nature and is vibrant and enthusiastic when discussing my affairs which makes me feel totally at ease to discuss with her any aspect of our portfolio. I would recommend her as she is a mature, reliable and responsible person who has the respect of others

DIANE, LUGARNO

I have been using Jennifer Porter of Bloom Advisory Group Pty Limited for the past three years and I have found her to be extremely professional and honest. Jennifer makes me feel confident when advising me of my investments. Jennifer has a pleasant and attentive nature and is vibrant and enthusiastic when discussing my affairs which makes me feel totally at ease to discuss with her any aspect of our portfolio. I would recommend her as she is a mature, reliable and responsible person who has the respect of others

DIANE, LUGARNO

I have been using Jennifer Porter of Bloom Advisory Group Pty Limited for the past three years and I have found her to be extremely professional and honest. Jennifer makes me feel confident when advising me of my investments. Jennifer has a pleasant and attentive nature and is vibrant and enthusiastic when discussing my affairs which makes me feel totally at ease to discuss with her any aspect of our portfolio. I would recommend her as she is a mature, reliable and responsible person who has the respect of others

DIANE, LUGARNO

INTRODUCTION

Bloom Advisory Group is a financial advisory firm based in Sydney.

Our founders Jennifer and Barry Porter each have over twenty years’ experience within the financial services industry. Jennifer has held the distinction of being a Certified Financial Planner, the highest certification available to financial planners worldwide, since 2001.

Finding the right adviser can be daunting. Our aim is to provide our clients with peace of mind about their personal financial management, and the confidence and knowledge that they have the right strategies in place to meet their goals and objectives. It is our role to assist our clients to identify their goals, set a plan in action and work together to achieve those goals.

Of course, each individual is different, so we offer custom solutions to a select group of engaged clients.

Why Bloom?

At Bloom Advisory Group we treat every client as an individual, there is no “one size fits all”.

Whatever your stage of life, you need a clear strategyv and no matter at what stage of life we meet, we find out what is most important to you first. Whilst the right investment, superannuation fund or insurance product is clearly important, we believe these are secondary to discovering why you are wanting to engage our services in the first place.

Once we understand you and your needs, we then formulate a clear financial plan with strategies to help you achieve your goals.

Our Services
  • Investing
  • Saving, including cash-flow
  • Superannuation, including Self-managed super
  • Planning for Retirement
  • Personal insurance
Testimonials

I have been using Jennifer Porter of Bloom Advisory Group Pty Limited for the past three years and I have found her to be extremely professional and honest. Jennifer makes me feel confident when advising me of my investments. Jennifer has a pleasant and attentive nature and is vibrant and enthusiastic when discussing my affairs which makes me feel totally at ease to discuss with her any aspect of our portfolio. I would recommend her as she is a mature, reliable and responsible person who has the respect of others

DIANE, LUGARNO

I have been using Jennifer Porter of Bloom Advisory Group Pty Limited for the past three years and I have found her to be extremely professional and honest. Jennifer makes me feel confident when advising me of my investments. Jennifer has a pleasant and attentive nature and is vibrant and enthusiastic when discussing my affairs which makes me feel totally at ease to discuss with her any aspect of our portfolio. I would recommend her as she is a mature, reliable and responsible person who has the respect of others

DIANE, LUGARNO

I have been using Jennifer Porter of Bloom Advisory Group Pty Limited for the past three years and I have found her to be extremely professional and honest. Jennifer makes me feel confident when advising me of my investments. Jennifer has a pleasant and attentive nature and is vibrant and enthusiastic when discussing my affairs which makes me feel totally at ease to discuss with her any aspect of our portfolio. I would recommend her as she is a mature, reliable and responsible person who has the respect of others

DIANE, LUGARNO