This profile has been claimed by the business owner or representative.
SWFS Financial Group (Strategic Wealth Financial Services)
- Financial Services
- Notting Hill, VIC
About this business
Location details
6/202 Ferntree Gully Rd, Notting Hill, VIC, 3168, Australia
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Recommended to us by a close friend, Daz was extremely caring and helpful while we were dealing with very difficult circumstances with our parents. He helped me navigate residential aged care, ensuring best financial advice, saving us thousands. He also helped me with Centrelink forms and guided me through other decisions regarding Dad's estate and Mum's care. We received several financial options regarding the estate and this was explained clearly to us.
SWSF have been quick to respond to any questions or requests. They are easy to contact and respond promptly and fully to all approaches I highly recommend SWSF with a special thanks to Damien and Das.
I have been very happy with the advice given to me regarding my financial future. The staff are friendly, most informative, knowledgable and approachable. All information has been explained thoroughly helping me understand my best options and assisting me in making the most appropriate decisions. Staff follow up contacts via phone calls and emails have made my experience with SWFS Financial Group very positive. I highly recommend them.
We are very happy with the advice given. Daz listened, advised and implemented what we needed.
SWFS staff provide excellent financial advice in a clear and readily understandable manner. Our advisor in Melbourne, Daz, is very good to deal with and answers all of our questions. He will go the 'extra mile' to get an answer not only on financial matters but also on aged care aspects by pointing us in the right directions. The fees charged by SWFS are reasonable and clearly spelled out.
Frequently asked questions about SWFS Financial Group (Strategic Wealth Financial Services)
How is SWFS Financial Group (Strategic Wealth Financial Services) rated?
SWFS Financial Group (Strategic Wealth Financial Services) has a 5 star rating with 17 reviews.
When is SWFS Financial Group (Strategic Wealth Financial Services) open?
SWFS Financial Group (Strategic Wealth Financial Services) is open now. It will close at 5:00 p.m.