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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 | 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 |
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
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
Steve is honest very knowledgeable and extremely helpful. Makes us feel informed and calm about our future finances Would highly recommend Steve
Business response:
Thanks for the kind words Trish and Mike, always a pleasure speaking with you. Steve
if you are looking for sound advice to maximise your future, I highly recommend Bill and the wider team at Sydney Financial Planning. In my experience with Bill, he will listen to what your financial goals are and develop an appropriate financial plan to achieve it. Throughout our meetings, Bill would break down core financial concepts, ensuring that I understood the advice he was providing. If you are looking for a team to help you structure your financial arrangements, I would highly recommend reaching out to Sydney Financ... read more
Business response:
Thank you for your review James. We appreciate your recommendation of Bill and our team for developing appropriate financial plans.
So impressed with the team led by Gary@ Sydney Financial Planning. The information and stats are easy to understand, accurate and made our decisions so much easier. They listen to our needs and take the time to make sure everything is as we wish. Highly Recommend.
Frequently asked questions about Sydney Financial Planning
How is Sydney Financial Planning rated?
Sydney Financial Planning has a 4.9 star rating with 300 reviews.
When is Sydney Financial Planning open?
Sydney Financial Planning is open now. It will close at 5:30 p.m.