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Sydney West Financial Services
- Financial Services
- Bella Vista, NSW
About this business
With over 16 years of experience, we provide tailored financial solutions that grow with you. Whether you're planning for retirement, buying your first home, managing aged care needs, or simply seeking peace of mind, we’re here to help you make confident, informed decisions. What We Offer Financial Planning & Advice Superannuation, Retirement Planning, Investments, Insurance (Life, Total & Permanent Disability, Trauma), SMSFs, and Aged Care Advice Mortgage & Lending Solutions Residential, Investment, Commercial, Business, an... read more
Location details
Office 119 Building B/20 Lexington Dr, Bella Vista, NSW, 2153, Australia
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
SWFS have been our financial Planners for many years. During this time we have found the team to be always friendly, patient, and efficient as well as readily available to address any concerns that we may have. Thank you Shitij, Jyoti and all the team at SWFS
Thank you Shitij, Stephanie, Matthew and the staff at Bella Vista office. Your assistance and professionalism over the many years we have been a client of SWFS has been very much appreciated and helpful to us during our working life and now retirement.
My relationship with SWFS have always been pleasant and positive. The staff are quietly efficient and thoughtful, kind and trustworthy. To me, trust is the most importantly factor when dealing with a financial advisor.
SWSFS have been our Financial Planners for many years. During this time we have found they always go beyond expectations to ensure we are kept up to date on what is happening with our account funds. Their support and advice during our transition to retirement made the experience easy! They keep us updated on economy changes and work with us to ensure our funds are safe. We would have no hesitation in recommending them to anyone looking for professional financial advice.
For over 10 years, Shitij Mann and his team at Sydney West Financial Services has been our trusted financial advisor. His professional and indepth advice in the Financial, Superannuation & Investments, Personal Wealth, just naming a few, is second to none. He doesn’t just provide advice, he genuinely cares about all his clients and family members and unlike others, takes the time to understand your needs and goals for the future. Due to the expansion interstate and the huge expansion in the number of clients Shitij is servi... read more
Frequently asked questions about Sydney West Financial Services
How is Sydney West Financial Services rated?
Sydney West Financial Services has a 4.9 star rating with 19 reviews.
When is Sydney West Financial Services open?
Sydney West Financial Services is closed now. It will open at 9:00 a.m.