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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 |
A very professional financial planning business! Bill Bracey is a knowledgeable and up to date planner who has provided excellent advice to me on how to manage my super and savings in retirement, resulting in tax savings for me and income growth. He and his staff are always contactable and approachable . He explains in everyday language investment terminology and the best plans. The regular newsletter he sends keeps me up to date with what’s happening in the market. The yearly meeting updates are valuable for providing adv... read more
Complicated financial trends were explained simply and questions answered succinctly
I like the new summary sheet as it speeded up the process and made everything much clearer to understand. The team have handled my super finances exceedingly well. No complaints. Thank you
Bill has been giving me great advice for the last 15 years. He listens to what you want and tailors the package to suit your needs
Bill takes a personal approach to his clients and is able to present information and answer any queries in great detail. Highly recommended.
Business response:
Thanks Irhad kind words
Bill Bracey has looked after our funds for 20 years and we are very happy with his companies performance. It is nice to work with a company that cares and takes the time to clearly explain complex matters and deliver results.
My experience with Sydney Financial Planning has been very positive for the past 20 years. They are very reliable and I feel, very trustworthy. Any enquiry is dealt with immediately and very efficiently. All members of the team are very approachable and have client’s interests at heart. I would have no problem recommending them to anyone.
Bill is able to explain simply to us, thus enabling us to make informed decisions that have put us in a sound financial position.
Feel well looked after, with Bill always carefully and clearly explaining my financial situation in language that I understand. He has a friendly engaging manner, which makes the whole process so easy.
Business response:
Thanks Anne thats very kind appreciate the feed back Regards Bill
Frequently asked questions about Sydney Financial Planning
How is Sydney Financial Planning rated?
Sydney Financial Planning has a 5 star rating with 173 reviews.
When is Sydney Financial Planning open?
Sydney Financial Planning is closed now. It will open tomorrow at 9:00 a.m.