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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
4.9291 reviews
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Ian and Lorraine H.'s profile image
Ian and Lorraine H. 
3 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. 
3 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. 
3 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. 
3 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. 
3 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. 
3 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 

Terry O.'s profile image
Terry O. 
3 years ago

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 

Max and Robyn W.'s profile image
Max and Robyn W. 
3 years ago

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 

Steve C.'s profile image
Steve C. 
3 years ago

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. 

Frequently asked questions about Sydney Financial Planning

How is Sydney Financial Planning rated?

Sydney Financial Planning has a 4.9 star rating with 291 reviews. 

When is Sydney Financial Planning open?

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