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Sydney Financial Planning

5.0

About this business

Sydney Financial Planning is a group of experienced financial advisers in Edgecliff, NSW. We specialise in retirement planning, wealth planning and investment advice for inheritance, financial settlement payouts, sale/downsizing proceeds and post-divorce planning. We service clients from Potts Point, Woolloomooloo, Elizabeth Bay, Rushcutters Bay, Double Bay, Rose Bay, Vaucluse, North Bondi, Bondi, Bondi Junction, Randwick, Bronte, Coogee, Maroubra, Woollahra, Bellevue Hill, Darlinghurst, Paddington, Moore Park & Surry Hills.... read more

Location details

Suite 13/201 New South Head Rd, Edgecliff, NSW, 2027, Australia

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:30 p.m.
Tue9:00 a.m. to 6:30 p.m.
Wed9:00 a.m. to 6:30 p.m.
Thu9:00 a.m. to 6:30 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.0163 reviews
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Graham N.'s profile image
Graham N. 
on Birdeye

2 weeks ago

very professional and experienced. good results. 

Judi's profile image
Judi 
on Birdeye

a month ago

Sydney Financial Planning has given us confidence of knowing we are in good hands regarding financial management. 

Ken And Ribyn P.'s profile image
Ken And Ribyn P. 
on Birdeye

2 months ago

Bill has advised us fior the past 10 years we have always found him to be forthcomming with advice that has allowed us to retire in comfort We feel very comfortable referring him to friends as we trudt him 

Susan And Anwar F.'s profile image
Susan And Anwar F. 
on Birdeye

2 months ago

We trust your judgment in dealing with our finances We feel comfortable with what you decide As we know you are the great at what you do 

Business response:

Thanks Susan and Anwar it's been a pleasure advising you and your family for over 20 years. Bill Bracey  

Stephen And Wendy B.'s profile image
Stephen And Wendy B. 
on Birdeye

2 months ago

We have always received great advice from Bill which has ensured our retirement savings have been well managed and sufficient for our plans for retirement. We would highly recommend Bill and his team to others looking for great advice and financial management services of the highest calibre. 

Business response:

Thanks guys appreciate the kind words Bill Bracey  

Stephen And Wendy B.'s profile image
Stephen And Wendy B. 
on Birdeye

2 months ago

Bill was able to explain clearly and thoroughly how our superannuation had performed over the last year and the options recommended going forward. His advice is always very well considered and has been invaluable in helping us achieve our plans for retirement. 

Lorrraine's profile image
Lorrraine 
on Birdeye

3 months ago

SFP have provided me with peace of mind that I’m not going to run out of money. Gary has explained things to me so I understand my position with great clarity. 

Maree And Richard A.'s profile image
Maree And Richard A. 
on Birdeye

4 months ago

We had a very positive annual review with Bill today. He explained the investment process and our personal situation in lay terms which clarified a number of our queries. We were much better informed on a number of points after this review and were happy with the results over the last 12 months. 

Business response:

Thanks Richard and Maree thanks for the review It's a pleasure looking after you and ensuring your investments deliver your expectations. Bill Bracey  

Ian G.'s profile image
Ian G. 
on Birdeye

9 months ago

I have had Bill and SFS look after my super and investments for nearly 20 years and have found them to be without question in their honesty and extremely thorough in their advisory. 

Frequently asked questions about Sydney Financial Planning

How is Sydney Financial Planning rated?

Sydney Financial Planning has a 5 star rating with 163 reviews. 

When is Sydney Financial Planning open?

Sydney Financial Planning is closed now. It will open tomorrow at 9:00 a.m.