Sydney Financial Planning

Name: Sydney Financial Planning
Address: Suite 13/201 New South Head Rd, Edgecliff, NSW, 2027, AU
Telephone: (02) 9328 0876
Rating: 4.9

4.9

Financial Services
Edgecliff, NSW

About this business

Finance Financial Services

Location details

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

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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

4.9309 reviews

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Geoff S.

a day ago

I’m pleased to say that the meeting we had was very informative. I was made aware of various strategies to consider when planning for our financial future.

Greg And Margaret C.

a month ago

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 :)

Donna S.

a month ago

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

Julianna B.

a month ago

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

Darryl O.

2 months ago

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

Rodney R.

2 months ago

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.

Ravi K.

2 months ago

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.

Business response:

Thanks for the feedback Ravi. I agree we’re making great progress towards your goals. All the best Gary

John And Barb H.

2 months ago

We have followed Sydney Financial Planning advice for many years. Always excellent.

Leo G.

3 months ago

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.