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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
5.0170 reviews
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Ravi K.'s profile image
Ravi K. 
on Birdeye

2 days ago

I have been dealing with Sydney Financial for about five years. I am happy to recommend them as they have helped me with financial planning issues over the last few years. I have complete confidence in them. 

Business response:

Thanks Ravi. It's always a pleasure helping you.  

Margaret C.'s profile image
Margaret C. 
on Birdeye

2 weeks ago

Bill explained my finances in a clear and helpful way 

Anne U.'s profile image
Anne U. 
on Birdeye

4 weeks ago

Always a good conversation with Bill, and I love the executive summary. 

Business response:

Thanks Anne Bill 

John And Barb H.'s profile image
John And Barb H. 
on Birdeye

a month ago

Good advice over the last ten years. Backed up by great results. No hesitation in recommending their services. 

Business response:

Many thanks John and Barb  

Michael C.'s profile image
Michael C. 
on Birdeye

a month ago

I have been a client of Sydney Financial Planning for the past 11 years and cannot recommend them highly enough. Fantastic service for and communication with their clients and I could not be happier that I made the choice to join them all those years ago. 

Business response:

Thanks Mike  

Graham N.'s profile image
Graham N. 
on Birdeye

a month ago

very professional and experienced. good results. 

Business response:

Thanks Graham  

Judi's profile image
Judi 
on Birdeye

2 months 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

3 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 

Business response:

Thanks Ken and Robyn  

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

3 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  

Frequently asked questions about Sydney Financial Planning

How is Sydney Financial Planning rated?

Sydney Financial Planning has a 5 star rating with 170 reviews. 

When is Sydney Financial Planning open?

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