
Turn your GSUs into a clear, tax-smart plan. We help Sydney-based Googlers manage vesting, reduce concentration risk in Alphabet (GOOGL), and build real wealth on Australian terms.
Free · No obligation · Sydney-based, fully remote available
The challenge
A meaningful share of your net worth is sitting in Alphabet stock — but most Google employees we meet don't have a written plan for it. Sound familiar?
Too much of your net worth is tied to a single ticker. A bad quarter for Alphabet hits your shares and your job security at the same time.
Australian ESS rules tax GSUs at vest — often pushing you into the top marginal rate before you've sold a single share.
Without a written rule, the default becomes 'do nothing' — which is itself a decision, and usually the most expensive one.
Equity is meant to fund a home, more freedom, financial independence — not just sit in an E*TRADE account collecting tax.
What we help with
Mapping every vesting event against your Australian ESS tax position — so there are no surprises in July.
Systematic sell-down plans that move you out of single-stock exposure without timing the market emotionally.
Rules-based selling tied to real goals: a home deposit, school fees, or just building cash outside Alphabet.
Optimising super contributions, property strategy and broader investments so your GSUs power a full plan.
How it works
Tell us about your role, your vesting schedule and what you want your equity to actually do for you.
We model the tax, the cashflow and the diversification path — then put it in writing as your plan.
We meet around vesting events, refresh the plan as your comp and life change, and keep you accountable.

Your adviser
CFV Financial Advisory is a Sydney-based firm built specifically for high-earning professionals navigating equity compensation. We've worked with employees from Google, Atlassian, Canva, Amazon and Meta — so the Australian ESS rules and the realities of GSU vesting aren't theory to us.
Our work is structured, written down, and stays with you long after the first vest. No products pushed, no opaque commissions — just qualified, fee-based advice in plain language.
50+
Tech employees advised
AFSL
Authorised representative
Sydney
In-person or remote
FAQs
Ready when you are
Tell us a little about your situation. We'll get back within one business day to confirm a free 30–45 minute GSU strategy session.