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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 | 9:00 a.m. to 6:30 p.m. | |
| Tue | 9:00 a.m. to 6:30 p.m. | |
| Wed | 9:00 a.m. to 6:30 p.m. | |
| Thu | 9:00 a.m. to 6:30 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been a client of Bill Bracey from Sydney Financial for many years and have always found him professional, knowledgeable and approachable. His advice has led to strong growth in my super and investments. I appreciate the regular updates and annual reviews that keep me informed and on track. I highly recommend him and his team.
Business response:
Thanks Penny it's great helping nice people like you achieve financial peace of mind.
Gary is always punctual, professional, knowledgeable and provides sound financial advice, he is exceptional at explaining complex issues in a way which is understandable to the untrained ear.
Professional and knowledgeable
I find James at all times very informative -I obtain peace of mind, He is very patient always. Therefore I end up relaxed and any confusion that I had is erased. I have no hesitation in recommending him to others re any financial matters
Business response:
Thank you Joy. Your feedback is incredibly valuable. I am glad to hear that I have provided you with peace of mind and clarity regarding your financial matters. Thank you for recommending us to others.
James is a caring person who has gone the extra mile for us. He has superior knowledge in superannuation and aged care. His attention to detail and standing in the financial advice field has been of considerable benefit to our family on more than one occasion.
I have been working with Gary Winwood-Smith for over a year now. I have always had a good handle on my savings and budget etc. What Gary has done for me is to help me understand my super in a more informed way and help me work toward my retirement with more structure and planning. I feel a lot more comfortable than I did that I have the right plans in place
Business response:
Thanks for the feedback Debbie. Glad to hear you’re feeling empowered and have a more structured approach towards planning for your retirement.
Steve is friendly, professional and patient. He is able to explain concepts simply and I never feel rushed. He is realistic and honest in managing expectations and he takes time to listen and understand what I’m saying or ask.
Business response:
Thanks for the kind words June, much appreciated. I look forward to assisting you in your upcoming plan.
James had done a good job managing my nest egg and making it last as long as possible.
Very thorough and sound advice. Thank you for taking all aspects into account for a long term and viable picture of my finances. Wouldn’t hesitate to recommend Bill and his team.
Frequently asked questions about Sydney Financial Planning
How is Sydney Financial Planning rated?
Sydney Financial Planning has a 4.9 star rating with 248 reviews.
When is Sydney Financial Planning open?
Sydney Financial Planning is closed now. It will open at 9:00 a.m.