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
Review Us On Google
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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