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Sydney Financial Planning

4.9

About this business

Location details

Suite 13/201 New South Head Rd, Edgecliff, NSW, 2027, Australia

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:30 p.m.
Tue8:30 a.m. to 5:30 p.m.
Wed8:30 a.m. to 5:30 p.m.
Thu8:30 a.m. to 5:30 p.m.
Fri8:30 a.m. to 5:30 p.m.
SatClosed
SunClosed
4.9256 reviews
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Candida B.'s profile image
Candida B. 
2 years ago

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 

Bruce S.'s profile image
Bruce S. 
2 years ago

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 

Irhad S.'s profile image
Irhad S. 
2 years ago

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  

Ian and Lorraine H.'s profile image
Ian and Lorraine H. 
2 years ago

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. 

Helen S.'s profile image
Helen S. 
2 years ago

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. 

Gordon And Leslie B.'s profile image
Gordon And Leslie B. 
2 years ago

Bill is able to explain simply to us, thus enabling us to make informed decisions that have put us in a sound financial position. 

Anne U.'s profile image
Anne U. 
2 years ago

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  

Ann L.'s profile image
Ann L. 
2 years ago

I would recommend William Bracey to anyone looking for a very good financial advisor. Especially if you are getting close to retirement. 

Dominic L.'s profile image
Dominic L. 
2 years ago

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 

Frequently asked questions about Sydney Financial Planning

How is Sydney Financial Planning rated?

Sydney Financial Planning has a 4.9 star rating with 256 reviews. 

When is Sydney Financial Planning open?

Sydney Financial Planning is closed now. It will open on Monday at 8:30 a.m.