This profile has been claimed by the business owner or representative.
Sydney Financial Planning
- Financial Services
- Edgecliff, NSW
About this business
Location details
Suite 13/201 New South Head Rd, Edgecliff, NSW, 2027, Australia
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:30 p.m. | |
| Tue | 8:30 a.m. to 5:30 p.m. | |
| Wed | 8:30 a.m. to 5:30 p.m. | |
| Thu | 8:30 a.m. to 5:30 p.m. | |
| Fri | 8:30 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Bill's advice and recommendations are always spot-on and I really appreciate the discussions and information that make complex financial aspects understandable.
Business response:
Thanks Greg and Margaret, your positive feedback means a lot. Bill strives to communicate in simple and plain language, purposefully avoiding jargon, to deliver advice and discussions in easy to understand manner. It’s a major value add for our clients. SFP team :)
I can’t do without Sydney Financial’s expertise. Steve at SF has been a godsend. I could not have done it on my own. The advice I receive is crafted to my needs and are being met. I sleep a lot easier these days knowing I’m in good hands. I highly recommend them. Donna
Business response:
Thank you for the kind words, Donna. I appreciate the trust you’ve placed in me, and I’m pleased to hear you’ve found this process valuable and it’s brought peace of mind. Thanks for taking the time to share your experience and for recommending us. Steve
As always Bill has looked after my accounts and I have full confidence in his advice and management
Business response:
We sincerely value your trust in Sydney Financial Planning. Your confidence means a great deal to us. Bill
Explained to the uninitiated what options we could do to minimise tax and maximise super in regards to our investment properties Given us a clearer pathway to retire with a comfortable pension Very happy with our visit today
Business response:
Thank you for the kind words Darryl. Great to be able to help you see your retirement pathway clearer. Cheers Gary
Steve helped me to feel more secure about my retirement, I have piece of mind about my finances, and moving forward I have a good sense of clarity around my financial position being in my late 60’s. I would highly recommend Steve and SFP.
Gary, understands my needs and expectations very well. It gives me me peace of mind and financial security. I am very happy with the progress made so far.
We have followed Sydney Financial Planning advice for many years. Always excellent.
We just had our first yearly review and I’m pleased that we have chosen the right people to help us achieve our financial goals as we approach retirement. I’m satisfied that the results I’m getting are better than if I tried to navigate all the possibilities in my own. Highly recommended.
Been with Sydney Financial Planning for almost 12 months. My aim was to minimise my tax and improve returns in my Superfund. This has been achieved beyond my expectations thank you, James
Frequently asked questions about Sydney Financial Planning
How is Sydney Financial Planning rated?
Sydney Financial Planning has a 4.9 star rating with 306 reviews.
When is Sydney Financial Planning open?
Sydney Financial Planning is closed now. It will open tomorrow at 8:30 a.m.