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Trusted Financial Advisers in Sydney | Cook & Cook Financial Services
At Cook & Cook Financial Services, we are dedicated to delivering tailored financial planning solutions that empower individuals and families to achieve their long-term goals. Established over 30 years ago, our family-owned business combines deep industry expertise with a client-centric approach, ensuring every recommendation aligns with your unique aspirations. As Authorised Representatives of Consultum Financial Advisers, part of Australia's leading financial advice networks, we leverage extensive resources and cutting-edge insights to provide comprehensive services in investment management, retirement planning, and personal insurance.

Our transparent fee-for-service model guarantees clarity, with no obligations until you are fully satisfied with both our advice and associated costs. Accredited by the Financial Planning Association and supported by the IOOF group, we uphold the highest standards of professionalism, ensuring our clients receive reliable, ethical guidance. With a focus on building lasting relationships, we prioritise understanding your financial landscape to craft strategies that grow, protect, and sustain your wealth across generations.
Services
Retirement Planning Personal Insurance Investment Management Superannuation Advice Debt Management Tax Minimisation Wealth Protection Income Protection Life Insurance Age Care Planning
Highlights and features
  • We offer over 30 years of experience in financial planning.
  • Our transparent fee-for-service model ensures no hidden costs.
  • We provide tailored strategies aligned with your unique goals.
  • We are part of Australia's leading financial advice networks.
  • Our team includes Accredited Financial Planners (AFP).
Associations and certifications
  • Financial Planning Association (FPA)
  • Consultum Financial Advisers Pty Ltd
  • IOOF group
Update Listing
Services
Retirement Planning
We design comprehensive retirement plans to ensure financial security during your post-work years. Our strategies focus on tax efficiency, income sustainability, and maximising Centrelink entitlements. By analysing your current assets, superannuation, and lifestyle goals, we create tailored roadmaps that adapt to changing circumstances while maintaining compliance with regulatory standards.
Personal Insurance
Our insurance solutions safeguard against life's uncertainties through life, TPD, income protection, and trauma cover. We assess individual needs to recommend policies with strong claims histories and tax-efficient structures. Coverage can be integrated with superannuation or arranged independently, ensuring financial resilience for families and businesses during critical events.
Investment Management
We develop diversified investment portfolios aligned with risk profiles and financial objectives. Services include fund selection, asset allocation, and performance monitoring. Our strategies focus on minimising fees, optimising tax outcomes, and leveraging compound growth to build long-term wealth for both personal and business clients.
Superannuation Advice
We optimise superannuation strategies through salary sacrifice arrangements, self-managed super fund guidance, and contribution planning. Our advice ensures compliance with regulatory requirements while maximising retirement savings potential through strategic timing and tax-effective structures.
Debt Management
We implement strategies to reduce high-interest liabilities through debt consolidation, repayment scheduling, and cash flow optimisation. Our approach integrates debt reduction with broader financial goals, improving overall financial health while maintaining flexibility for future investments.
People
Martin Cook
Financial Adviser
Martin Cook has provided tailored financial solutions for over 15 years since acquiring the family business from his father. As an Accredited Financial Planner, he specialises in creating wealth management strategies that align with clients' life goals through comprehensive retirement planning and investment advice.
Questions
What financial planning services do you offer?
We provide retirement planning, personal insurance, investment management, superannuation advice, debt management, and tax minimisation strategies tailored to individual needs.
Are your financial planning fees transparent?
Yes, we operate a transparent fee-for-service model with all charges clearly outlined before any work begins, ensuring no hidden costs or obligations.
How can insurance protect my family?
Our insurance solutions cover life, TPD, income protection, and trauma events, providing financial security through tax-deductible premiums and superannuation integration.
Do you offer retirement health checks?
Yes, we provide free retirement health checks to assess your financial readiness and identify strategies for improving retirement outcomes.
Are you part of any professional networks?
We are Authorised Representatives of Consultum Financial Advisers and members of the Financial Planning Association, with access to IOOF's extensive resources.
How often should financial plans be reviewed?
We recommend annual reviews to ensure your financial plan adapts to life changes, market conditions, and evolving regulatory requirements.