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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 |
Bill has an excellent understanding of my financial needs and delivers his advice with these clearly in mind. I have complete confidence in him.
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.
Bill has an incredible ability to explain things in a way that is so easy to understand, even if you are a complete novice like me when it comes to finances. He has over 36 years of knowledge and experience (not to mention prestigious awards) and yet he treats you with the same care and attention as if you are his first client. I felt so confident and assured when I left his office, knowing I was in the best care and that I could finally relax and stop stressing about money and my future! Quite possibly the best decision I ... read more
Bill explains things in terms i can understand. He gives me confidence in whst im doing.
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.
Bill explained my finances in a clear and helpful way
Always a good conversation with Bill, and I love the executive summary.
Good advice over the last ten years. Backed up by great results. No hesitation in recommending their services.
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.
Frequently asked questions about Sydney Financial Planning
How is Sydney Financial Planning rated?
Sydney Financial Planning has a 4.9 star rating with 238 reviews.
When is Sydney Financial Planning open?
Sydney Financial Planning is closed now. It will open on Monday at 9:00 a.m.