Sydney West Financial Services

We want to understand
what you want to achieve and provide
you with strategies to help you achieve goals.

We are with you along the
way of life’s journey.

Why pay more interest?
We can compare your rates.

Financial Planning is
about planning for your future

We can help you prepare for Aged Care.

With you on
your journey

At Sydney West Financial Services and Strategic Wealth Financial Services we work with you along the way on life’s journey.

Whether you are starting a new job, getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work, we can help.

Why we are different

EXCEPTIONAL PERSONAL SERVICE

Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

ONGOING SUPPORT

Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

KNOWLEDGE AND EXPERIENCE

Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

KEEP YOU ON TRACK

We will keep you accountable along the way because we want you to stay on track to achieve your goals.

A HOLISTIC APPROACH

We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

EASE AND CONVENIENCE

Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

When We Can Help

We all have different goals at various stages of our lives

Our Process

What to expect – the 6 steps
While you have the right not to tell us personal information, if you don’t, the advice you receive may not be appropriate to your needs and your financial situation. When we meet we will take you through a 6-step process:

1

An initial consultation that allows us to find out..

An initial consultation that allows us to find out about each other.

2

We will collect all the information we need from..

We will collect all the information we need from you (sometimes called ‘fact finding’).

3

We will help you identify your goals and current financial..

We will help you identify your goals and current financial position. We normally do this at the same time as the ‘fact find’. We will consider the 7 building blocks or strategies (eg, tax, social security, estate planning etc), then develop and present you with written recommendations in a financial plan (called a Statement of Advice).

4

We will discuss the recommendations with..

We will discuss the recommendations with you and make sure you are comfortable and agree with them.

5

We will implement the agreed recommendations..

We will implement the agreed recommendations.

6

We will periodically help you review your..

We will periodically help you review your objectives, financial situation and needs.

It is important to remember that you are in control and can decide whether to stop, change or continue at any stage of the process.

Awards

Tell your friends and family

Our business has grown through referrals by other professionals who want their clients to benefit from good financial advice and, by our own clients, who want the same for their friends, family and colleagues. So if you know of anyone who could also benefit from our services, please feel free to refer them to us, please don’t keep us a secret.

Calculators

These calculators are provided by ASIC’s Money Smart and are not provided, approved or endorsed by Sydney West Financial services and Strategic Wealth Financial Services. Using these calculators may provide a useful starting point. However, they are guides only and do not constitute expert, licensed financial advice. Calculators should not be used as the basis for any financial or investment decision. You can build a full understanding of your financial position by working with a qualified financial planner to develop a plan based on your personal situation. Contact us for advice tailored to your goals and needs.

Access Calculators

Review Us On Google

Sydney West Financial Services

4.9

Based on 12 reviews

review us on

Rob Hunter

10:38 04 Sep 24

We have been with SWFS for nearly a decade for transition to retirement and now retirement financial advice. Professional and knowledgeable advice provided with a high degree of personalization.Highly recommended.

Pauline Donoghue

02:00 28 Aug 24

We have been with Sydney West Financial Services for almost 10 years now mainly dealing with Shitij Mann. I cannot recommend him and his team highly enough. He is a very intelligent person with a vast knowledge of the finance sector. His advice to us has been exceptional and has helped us to grow our wealth which without him we would not have been able to do. Thank you Shitij and your wonderful staff.

Richard Hammond

23:58 23 Aug 24

SWFS have been our financial advisors for many years. Their advice has enabled us to live comfortably in our retirement.

Joseph Stoakes

22:54 20 Aug 24

We have been dealing with SWFS for over 12 years and found the staff are very friendly and more importantly, very knowledgeable in their industry. We have been guided through the transitioning process from a working life to retirement seamlessly with SWFS restucturing our finances where we can now enjoy and live comfortably with the ability for our wealth to grow. We have recommeded SWFS to family and friends and they also speak highly of the services SWFS have offered them.

Chris Dracos

08:25 12 Aug 24

Rosemary Barber

21:13 20 Jul 24

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.

Christine

07:46 18 Jul 24

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 servicing, Stephanie Middlebrook, then became our Planner with Shitij overseeing all the strategies. We were also very very happy with her services including her lovely and caring personality. She went on maternity leave last year and we now have Angela Wu, another brilliant Planner like Shitij and Stephanie.I can’t recommend SWFS enough. I feel our financial goals would not be where they are today if not for Shitij and his team guiding us. Thank you very much, Shitij, Stephanie & Angela !

Most Trusted Advisers

Overall practice satisfaction

8.5*

Adviser Trust! Score®

86 %

“Our plans are working and the team members we have dealt with are always helpful, professional and friendly.”

Strength of relationship

8.3*

Overall satisfaction with service

8.4*

Overall satisfaction with main adviser

8.7*

“SWFA were great at explaining the processes to us, and very professional in implementing them.”

Instilling trust

8.8*

“Sydney West is very responsive to our needs and has a high standard of customer service. Our requests have always been carried out promptly and efficiently.”

*Score out of 10. Based on independent research conducted by The Beddoes Institute in August 2018 **www.mosttrustedadvisers.com

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With you on your journey