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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 | 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 was able to explain clearly and thoroughly how our superannuation had performed over the last year and the options recommended going forward. His advice is always very well considered and has been invaluable in helping us achieve our plans for retirement.
SFP have provided me with peace of mind that I’m not going to run out of money. Gary has explained things to me so I understand my position with great clarity.
We had a very positive annual review with Bill today. He explained the investment process and our personal situation in lay terms which clarified a number of our queries. We were much better informed on a number of points after this review and were happy with the results over the last 12 months.
Business response:
Thanks Richard and Maree thanks for the review It's a pleasure looking after you and ensuring your investments deliver your expectations. Bill Bracey
I have had Bill and SFS look after my super and investments for nearly 20 years and have found them to be without question in their honesty and extremely thorough in their advisory.
Friendly, easily understood and personalized to my needs
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
Frequently asked questions about Sydney Financial Planning
How is Sydney Financial Planning rated?
Sydney Financial Planning has a 4.9 star rating with 248 reviews.
When is Sydney Financial Planning open?
Sydney Financial Planning is closed now. It will open at 9:00 a.m.