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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 strategy 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 seven 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

Jennifer and Barry have helped us enormously. We didn’t really have a clear idea of what we were hoping to achieve with our financial future when we first met Jennifer, we just knew what we were doing at the time wasn’t working. Jennifer's support in helping us clearly define our plan for a successful financial future and then helping us to put those plans in place was invaluable. Her ability to take complex financial issues and explain them in a way that we could understand them clearly differentiates her from other financial planners. It was great to be able to speak to someone independent who wasn’t tied to a particular fund or approach to investing. We continue to find both Jennifer and Barry professional, approachable, flexible and supportive partners in helping us with our plans for a successful financial future. We would strongly recommend them to anyone.

SUE AND SUSAN, ROSEBERY

We have sought investment, planning, estate planning and strategy advice from industry professionals in the past. Whilst they have been generally helpful the attentive service and thoughtful approach to our particular circumstances from Jennifer and Barry has been of the highest standard possible. We have found the unique ideas and solutions to meet our objectives a refreshing change from the standard vanilla or cookie cutter approach from our previous experience. We think that Jennifer and Barry really understand us and our goals. We appreciate greatly the personal service and the endeavour to find the best strategy or platform to meet our needs a significant differentiator with no question being too hard or too small for them to deal with. We take great comfort from the support and backing that Bloom Advisory provides and this reinforces the professional ethic that is evident in everything they do. We heartily recommend them.

JOHN AND BELINDA, BEECROFT

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 strategy 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 seven 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

Jennifer and Barry have helped us enormously. We didn’t really have a clear idea of what we were hoping to achieve with our financial future when we first met Jennifer, we just knew what we were doing at the time wasn’t working. Jennifer's support in helping us clearly define our plan for a successful financial future and then helping us to put those plans in place was invaluable. Her ability to take complex financial issues and explain them in a way that we could understand them clearly differentiates her from other financial planners. It was great to be able to speak to someone independent who wasn’t tied to a particular fund or approach to investing. We continue to find both Jennifer and Barry professional, approachable, flexible and supportive partners in helping us with our plans for a successful financial future. We would strongly recommend them to anyone.

SUE AND SUSAN, ROSEBERY

We have sought investment, planning, estate planning and strategy advice from industry professionals in the past. Whilst they have been generally helpful the attentive service and thoughtful approach to our particular circumstances from Jennifer and Barry has been of the highest standard possible. We have found the unique ideas and solutions to meet our objectives a refreshing change from the standard vanilla or cookie cutter approach from our previous experience. We think that Jennifer and Barry really understand us and our goals. We appreciate greatly the personal service and the endeavour to find the best strategy or platform to meet our needs a significant differentiator with no question being too hard or too small for them to deal with. We take great comfort from the support and backing that Bloom Advisory provides and this reinforces the professional ethic that is evident in everything they do. We heartily recommend them.

JOHN AND BELINDA, BEECROFT