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Sydney Financial Planning
- Financial Services
- Edgecliff, NSW
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
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:30 p.m. | |
| Tue | 9:00 a.m. to 6:30 p.m. | |
| Wed | 9:00 a.m. to 6:30 p.m. | |
| Thu | 9:00 a.m. to 6:30 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Steve is friendly, professional and patient. He is able to explain concepts simply and I never feel rushed. He is realistic and honest in managing expectations and he takes time to listen and understand what I’m saying or ask.
Business response:
Thanks for the kind words June, much appreciated. I look forward to assisting you in your upcoming plan.
James had done a good job managing my nest egg and making it last as long as possible.
Very thorough and sound advice. Thank you for taking all aspects into account for a long term and viable picture of my finances. Wouldn’t hesitate to recommend Bill and his team.
Bill Bracey has been our financial advisor for the past 21 years. We have found Bill to always be respectful and courteous with clients. He is an exceptional financial advisor and has provided careful and sound advice that has the clients best interests at heart. Bill is also an excellent communicator. He takes the time to explain complex matters and present them in a simpler form. At all times he is open to questions and alternative suggestions from his clients. Above all we have found Bill to be totally trustworthy with hi... read more
Business response:
Very kind words. Yes 21 years is a long time I started looking after you loverly late mother and some years later the family became clients. Thanks for the kind words
I have been a client of Sydney Financial Planning and Gary Windward-Smith since 2018. The results of my portfolio speak for themselves and I feel thankful for the time, care and expertise that I have received. I am regularly updated on market issues and value the reports they share to keep me abreast of local and overseas market trends. Importantly the team are always available to answer questions that I may have. This business and Gary in particular know what they are doing, genuinely care about me as a client and are alwa... read more
Business response:
Thanks for the kind words and recommendation Linsey. Great to hear you sleep well at night knowing your investments are in good hands.
Our experience with past Financial Planners has been underwhelming. We are now with Sydney Financial Planning and Bill Bracey and we are very impressed with the service we have received from Bill as well as his staff. Our financial goals are their top priority and we look forward to continuing this relationship into the future.
Business response:
Many thanks Maree and Richard.
The expert advice provided by Steve Stolle was exceptional.
Business response:
Thanks for the kind words Phillip, always a pleasure to catch up for our regular progress meetings.
Bill has an excellent understanding of my financial needs and delivers his advice with these clearly in mind. I have complete confidence in him.
Business response:
Thanks Julianna and thank you for the trust you place with me.
Appreciate the frank, relevant and valuable advice. Not something that I pay much attention to but nice to know that good advice is there if I need it.
Frequently asked questions about Sydney Financial Planning
How is Sydney Financial Planning rated?
Sydney Financial Planning has a 5 star rating with 219 reviews.
When is Sydney Financial Planning open?
Sydney Financial Planning is closed now. It will open tomorrow at 9:00 a.m.