Sydney Financial Planning has been delivering financial planning services for over 35 years, boasting a robust team of highly educated financial planners. Their overarching mission is to assist clients in planning and achieving their goals, ensuring that the advice provided stands the test of time. The firm's vision is centered on continuous growth and safeguarding clients' assets, which is pivotal in helping them realize their dreams and life goals. William Bracey serves as the principal and senior financial planner, with Michal Bodi and Gary Winwood-Smith contributing as senior financial planners. The collaborative environment within the team allows planners to leverage each other's wealth of knowledge and extensive practical experience in investment and retirement planning. Clients working with this seasoned team benefit from a wealth of knowledge and practical experience, focusing on time-tested and thoroughly researched strategies custom-tailored to their unique situations. Sydney Financial Planning's advice is not driven by the latest schemes or short-term trends but is rooted in strategies proven over time. The firm encourages clients to follow pathways aligned with their financial reality and values. While the team members have diverse backgrounds and specialties, they share a strong commitment to their clients, a sense of professionalism, and a relatable, down-to-earth approach. In the initial stages of engagement, the team asks clients a series of questions, discussing their ideas and exploring opportunities they may wish to pursue. Individuals interested can get in touch with the firm to arrange a meeting.
UNIQUE FACTS:
• Experienced Financial Advisers.
• Explain The Steps Involved To Implement Their Advice.
• Create And Quantify Your Financial Goals.
Best Financial Services in Sydney
Expert recommended Top 3 Financial Services in Sydney, New South Wales. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
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SYDNEY FINANCIAL PLANNING REVIEWS
My partner and I initially approached Sydney Financial Planning looking for advice on how to structure our finances together. Since then we’ve been working with Michal, who has helped guide us towards defining and clarifying our goals and setting up a financial plan to get there. His process and advice have helped remove a lot of the ‘noise’ and confusion in this space, and given us confidence to take action.
Fantastic financial advisors! Made time for me and my brother to discuss needs for my elderly mother. Excellent communication, within a few meetings we had set up and reviewed the financial plan. Bill and his team of advisors are happy to discuss and explain options to new clients. We are very happy with this service, which is great value for money, providing great advice for investment to optimise Mum's financial position.
Experienced and trustworthy association with Sydney Financial Planning and its founder and principal over 30 plus years. Their advice has been exemplary and I have relied on their expertise to the full extent and continue to so do. I recommend them without hesitation.
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Jacaranda Financial Planning stands out as a leading financial planning firm in Sydney, with Joel Harty serving as a Senior Adviser and Presenter. Joel brings a wealth of experience to the team, having worked with some of Australia's largest superannuation funds and startup businesses. With over nine years of experience as a financial adviser, he possesses excellent technical knowledge spanning superannuation, tax structures, and investment markets. The team at Jacaranda Financial Planning adopts a detailed, consistent, and structured approach to evaluation, report writing, checking, and plan implementation. They aim to instill financial confidence and prosperity, employing a warm, engaging, and disciplined approach to address clients' financial needs and objectives. Notably, the principals of the firm have been featured in over 1000 talk-back radio programs and have managed more than 1200 seminar attendees. Their reputation is built on providing quality, understandable, and trusted advice to numerous clients over the past 30 years. Jacaranda Financial Planning focuses on delivering clear, coherent, and agreed-upon strategies to meet clients' objectives. The primary emphasis of their advice is to bring clarity and understanding to clients' financial journey. With a commitment to helping clients develop and protect their wealth, Jacaranda Financial Planning provides comprehensive financial advisory services.
UNIQUE FACTS:
• Detailed Approach.
• Commitment To Service.
• Initial Advice Experience.
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Sat & Sun: Closed
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JACARANDA FINANCIAL PLANNING REVIEWS
My husband & I have been with Jacaranda Financial Services for several years & we highly recommend Brett & his team. We feel very secure having our retirement funds managed by this company. Brett has an amazing understanding of all aspects of the finance world & we’re very appreciative of his help & advice. Even though this is a growing business, we still receive personal customer service. Brett & his team are so approachable & quickly respond to any questions or concerns we may have. Couldn’t be happier with their service.
We have been using Jacaranda for 3 years now, after hearing Brett give financial advice on his 3AW radio segment. Brett and his team give timely and sound financial advice, and always follow up after meetings to make sure they have answered any questions or concerns. I like that they still offer the personal customer service of a small business, even though they are a growing business. Would highly recommend.
I have received solid financial advice from Jacaranda over many years and am extremely happy with their ongoing management of my superannuation fund. Most recently Pat Adams, senior advisor provided a very professional review of the funds' status and further advice going forward. I feel my fund is in very good hands.
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Evalesco Financial Services is one of Sydney's most respected and passionate financial advice teams, comprising highly experienced financial professionals. Providing excellent financial advice, they aim to empower clients to be healthy, wealthy, and happy. They strive to make financial success more effortless for their clients, offering strategies, tools, and tactics to navigate challenges such as information overload or balancing economic progress and enjoying the present. The team at Evalesco Financial Services has successfully assisted hundreds of people in planning for and confidently transitioning to the lifestyle they desire in retirement. Recognizing the impact of good holistic financial advice, they possess the life experience, technical capability, and a quality support team to make a positive difference for their clients. Having empowered over 1000 families with excellent financial guidance, they aim to simplify the path to financial success, addressing challenges like information overload, balancing financial progress and lifestyle enjoyment, or time constraints. For those seeking impactful holistic financial advice, Evalesco Financial Services offers the expertise and support needed to make a significant difference. Contact them to schedule an appointment.
UNIQUE FACTS:
• Highly-experienced Financial Advisory.
• Unbiased Professional Advice.
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Contact:
Working Hours:
Sat & Sun: Closed
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EVALESCO FINANCIAL SERVICES REVIEWS
Years ago, a present Evalesco advisor had given excellent advice for my parents in law, who needed to be placed in aged care. My wife and I visited Melody Edwards as a result. We placed our financial management in her care. Later Melody joined Evalesco. Those decisions has been of great benefit to us. Her professional approach and clear advice has been highly appreciated. We highly value the personal and professional relationship with Melody, Evalesco and their seminars. We have had peace of mind and financial benefit and stability for the whole time.
As an industry service provider I have engaged with Evalesco for several year now. I am always impressed by the way that they engage with and support their clients. The level of focus they have is best in class and I would be comfortable making referral to them.
The Team at Evalesco are amazing. I have had the privilege of working with them. They are client-centric and have achieved fantastic results for their clients. Highly recommend!
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