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Sydney Financial Planning

4.9

About this business

Location details

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

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:30 p.m.
Tue8:30 a.m. to 5:30 p.m.
Wed8:30 a.m. to 5:30 p.m.
Thu8:30 a.m. to 5:30 p.m.
Fri8:30 a.m. to 5:30 p.m.
SatClosed
SunClosed
4.9268 reviews
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Mary-ann M.'s profile image
Mary-ann M. 
3 weeks ago

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. 

Paul M.'s profile image
Paul M. 
3 weeks ago

Gary is always available to assist and explains everything, even complex issues, in a nice simple way which enables us to easily understand both our situation is now and what is involved in proposals for the future 

Janelle M.'s profile image
Janelle M. 
a month ago

Bill was very friendly and helpful. Now sleep well knowing that my investments are safe and well managed. 

Business response:

Thanks Janelle 

John And Barb H.'s profile image
John And Barb H. 
4 months ago

Sydney Financial Planning has managed our finances for many years. We have followed their advice and we are happy with the way our funds have performed through all the ups and downs of the money market.. 

Business response:

Thanks John and Barb for those kind words 

Penny S.'s profile image
Penny S. 
5 months ago

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. 

Nathan B.'s profile image
Nathan B. 
6 months ago

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. 

Philip G.'s profile image
Philip G. 
6 months ago

Professional and knowledgeable 

Joy P.'s profile image
Joy P. 
6 months ago

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. 

Ildy And Peter T.'s profile image
Ildy And Peter T. 
8 months ago

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. 

Frequently asked questions about Sydney Financial Planning

How is Sydney Financial Planning rated?

Sydney Financial Planning has a 4.9 star rating with 268 reviews. 

When is Sydney Financial Planning open?

Sydney Financial Planning is closed now. It will open at 8:30 a.m.