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SWFS Financial Group (Sydney West Financial Services)
- Financial Services
- Bella Vista, NSW
About this business
With over 16 years of experience, we provide tailored financial solutions that grow with you. Whether you're planning for retirement, buying your first home, managing aged care needs, or simply seeking peace of mind, we’re here to help you make confident, informed decisions. What We Offer Financial Planning & Advice Superannuation, Retirement Planning, Investments, Insurance (Life, Total & Permanent Disability, Trauma), SMSFs, and Aged Care Advice Mortgage & Lending Solutions Residential, Investment, Commercial, Business, an... read more
Location details
Office 119 Building B/20 Lexington Dr, Bella Vista, NSW, 2153, 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 |
Could not be happier with our financial advisor, we have been with her for several years and having her look after us has been the best financial decision we have made. If you need someone who is understanding, patient and with a wealth of knowledge, who will always take the time to pick up the phone and help with even the most minute issues. Thank you to a wonderful Jyoti and the team behind her. 5 stars
Have been Sydney West Financial Services for more than 15 years and they have been like a family to us. They have been there with us and guiding us through every step of our journey and helping us achieve our goals. Shitij and team are honest and genuine, they have our best interest at heart and available whenever you need them. Would recommend them to anyone looking for sound and grounded advice to secure your financial wellbeing.
My financial adviser, Jyoti has been looking after me for many years now. Jyoti actually listens and seems to understand different people's needs and always manages to find a solution to whatever financial issues arise. I would recommend Jyoti and the SWFS Group.
SWFS have been our financial Planners for many years. During this time we have found the team to be always friendly, patient, and efficient as well as readily available to address any concerns that we may have. Thank you Shitij, Jyoti and all the team at SWFS
Thank you Shitij, Stephanie, Matthew and the staff at Bella Vista office. Your assistance and professionalism over the many years we have been a client of SWFS has been very much appreciated and helpful to us during our working life and now retirement.
Frequently asked questions about SWFS Financial Group (Sydney West Financial Services)
How is SWFS Financial Group (Sydney West Financial Services) rated?
SWFS Financial Group (Sydney West Financial Services) has a 5 star rating with 30 reviews.
When is SWFS Financial Group (Sydney West Financial Services) open?
SWFS Financial Group (Sydney West Financial Services) is closed now. It will open at 9:00 a.m.