This profile has been claimed by the business owner or representative.
Sydney Financial Planning
- Financial Services
- Edgecliff, NSW
About this business
Location details
Suite 13/201 New South Head Rd, Edgecliff, NSW, 2027, Australia
Get directions| 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 |
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.
Professional and knowledgeable
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.
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.
Business response:
We are delighted that James offered such expert guidance and thoughtful care for your family’s superannuation and aged care needs.
I have been working with Gary Winwood-Smith for over a year now. I have always had a good handle on my savings and budget etc. What Gary has done for me is to help me understand my super in a more informed way and help me work toward my retirement with more structure and planning. I feel a lot more comfortable than I did that I have the right plans in place
Business response:
Thanks for the feedback Debbie. Glad to hear you’re feeling empowered and have a more structured approach towards planning for your retirement.
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
Frequently asked questions about Sydney Financial Planning
How is Sydney Financial Planning rated?
Sydney Financial Planning has a 4.9 star rating with 292 reviews.
When is Sydney Financial Planning open?
Sydney Financial Planning is closed now. It will open at 8:30 a.m.