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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 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
I would recommend William Bracey to anyone looking for a very good financial advisor. Especially if you are getting close to retirement.
Excellent advice and recommend for all ages to come visit them. 👍
Business response:
Thank you Dom, appreciate your advocacy. It has been fantastic to assist you with your planning and investment advice over the years. I look forward to working together moving forward. Michal
Bill had always been honest with me and straight to the point . Over the past 30 year Bill has put me in a better financial position
I find Bill Bracey and Sydney Financial Planning to be all I need in a financial planner. Bill has been working with me before retirement and in retirement for 25 years. He is always accessible, knowledgeable and informative. I would recommend Sydney Financial Planning to anyone nearing retirement. They are a trustworthy group who will ensure peace of mind - they have done that for me,
Business response:
Many thanks Max and Robyn Its easy when your dealing with such loverly people Bill
I first came to see Gary at S.F.P. In 2017. I arrived with much fear and anxiety regarding my financial future. Today, I have a relaxed peace of mind - a feeling of confidence that my financial situation is solid and secure - now and into the future.
Gary has help us to keep up to date with how the on going changes through out the year affects our financial position
Bill and the team provide sound and practical advice that explain options, pros and cons. The team’s advice is backed up with sensible recommendations that enable people to make informed decisions about their financial wellbeing and security. Recommend you speak to Bill and the team. Best Ryan.
Frequently asked questions about Sydney Financial Planning
How is Sydney Financial Planning rated?
Sydney Financial Planning has a 5 star rating with 186 reviews.
When is Sydney Financial Planning open?
Sydney Financial Planning is closed now. It will open tomorrow at 9:00 a.m.