3 Best Financial Services in Sydney, NSW

I recently had the pleasure of working with Sydney Financial Group, and I can't recommend them highly enough, especially Justin. From the outset, Justin was incredibly knowledgeable and attentive, guiding me through the complexities of my superannuation with ease. He took the time to understand my financial goals and provided tailored advice that made a significant difference. The entire team was supportive and responsive, ensuring that I felt confident in my decisions. Thanks to their expertise, I now have a clearer understanding of my superannuation and a solid plan for my financial future. If you're looking for a trustworthy and effective financial group, Sydney Financial Group is the way to go!

Without doubt the most caring and helpful business I have dealt with. Mitchell is extremely helpful, pointed us in the right direction, keeps in touch regularly and is only a phone call away.

SFG have been great to deal with, always provide sound advice, if you need help with your financal situation, do yourself a favour and contact the friendly people at SFG

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Steve has helped my husband and I gain confidence and knowledge in his area of financial planning expertise. He has opened our eyes to opportunities for both immediate and long-term financial growth and has kept us on track with our financial goals by offering regular, manageable advice. We will continue to recommend his services to those in our network.

Highly recommend Michal Bodi, I have been a client for many years. Michal has guided me through ups and downs and gave be great confidence that my financial security was in good hands. Really easy to talk to and focused on understanding my plans and goals.

Can report no sleep lost during recent transition to retirement. Thank you Gary Winwood-Smith for practical assistance and support.

Today my wife and I had the pleasure in dealing with an adviser from Jacaranda Financial Planning, Mr Joel Harty. Without a doubt the advice and time that was given us, made our day, no it made our year as the additional money through less tax will hold us over for that additional year before retirement kicks in. Thank you Joel, for the understanding and the professionalism provided to both of us, it was so greatly appreciated and it was a breath of fresh air in dealing with you, a heartfelt thank you.

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.