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.

About us

“We create our own tomorrow of what we dream today”

Since 2008 we have assisted people to reach their personal goals by providing ongoing advice.

We are a team of experienced professionals who take pride in the relationships that we have formed, maintained and nurtured over the years with a mutual understanding of our client’s needs, goals and objectives which has been relayed in our client testimonials.

We actively continue to see ourselves in our client’s position and accordingly provide solutions to the challenges of life by maintaining the highest level of service.

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

Financial Planning

Aged Care

Loans

Cash-flow Management

Estate Planning

Cyber Security

Health Insurance

Tax and Accounting

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 18 reviews

review us on

Marilyn Chapman

03:20 14 Mar 25

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.

milan zec

01:20 06 Mar 25

Our experience with SWFS has always been to the most satisfying experience always very polite and helpful.

Marie Scuderi

23:41 12 Feb 25

Thanks Shitij and Matthew for helping us through the "super" work.

Helen Wallace

04:06 06 Feb 25

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.

Karen Ford

02:35 06 Dec 24

We have always had a wonderful experience with SWFS. The staff are very helpful, and it is always a pleasure in dealing with them.

Warren Johnson

22:29 29 Sep 24

Great team and very helpful advice. Shitij has managed our investments for years and recently helped us successfully navigate downsizing our home. Highly recommended.

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.

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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