Testimonials

Sydney West Financial Services
Sydney West Financial Services
4.9
Based on 13 reviews
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Warren JohnsonWarren 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 HunterRob 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 DonoghuePauline 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 HammondRichard 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 StoakesJoseph 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 DracosChris Dracos
08:25 12 Aug 24
Helen CresswellHelen Cresswell
23:56 04 Aug 24
I have been with swfs for many years and have been very satisfied with the help I have received on many levels.It has been comforting for me to have personal contact with my advisors, Shitij Mann and Stephanie Middlebrook and more recently Angela Woo. They were always available if I needed help with my superannuation and this personal contact is something you don't always get in many super funds.Stephanie has regularly provided me with advice and this has been backed with sound financial reasons and options so that I was able to play a part in any decision making that affected my super and my financial future wellbeing.Charges have always been explained clearly and have always been well with the Government guidelines.I am now in pension phase and the sound financial advice I have received has meant I have been able to live comfortably even after the death of my husband.I have been with this firm through Superannuation planning, Retirement planning and now Estate planning and i am very satisfied that my interests have been uppermost throughout this process.
Rosemary BarberRosemary 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.
ChristineChristine
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 !
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user

Would recommend Matthew to any new clients.

Denis Buck and Patricia Farmer

user

I have found Jyoti to be friendly and helpful and a please to be associated with. I trust her advise as she really listens to my views and needs.

Anonymous client

user

Advice is always well explained by Matthew. All Staff are very helpful. Comfortable with the experience

Graeme Bentley

user

In the time I have been with Sydney West / AMP, the original requirements I requested have been follows and I have been extremely happy. In all truth just continue Jyoti and SWFS Team.

Gordon Jackson

user

Sydney West Financial Services have been looking after our superannuation and investments portfolio for 4 years. During this time, I have found Shitij Mann and his staff very trustworthy in handling our financial affairs. Sydney West Financial Services have given us sound advice based on their analysis and periodic monitoring of the markets and have put us on a positive direction financially for the future, we are very pleased with the results thus far. Their knowledge of the volatile financial market and industry experience is exceptionally high and I have no hesitation in recommending Sydney West Financial Services to anyone that wants good sound advice on Investments and Superannuation.

Joseph and Carmen Stoakes

user

Found Edward to be very professional, trustworthy, attentive, and Experienced. I felt totally relaxed with his advice and would recommend him to any friend or work colleague which I already have.

Peter Roberts

user

We have known Shitij Mann for the past 6 years. He started off as our Financial Advisor and ended up becoming a good family friend. This happened due to his highly personalised services which could not be faulted and his close walk with us mentoring us in understanding financial planning.

He is a genuine person who unlike many, takes personal interest in every minute detail, spends his time and effort to understand your needs and caters to suit that. His plan is so tailored to individuals and he often checks on us if we are on the right track! He is highly knowledgeable and he always goes about doing his business with absolute integrity and we felt confident in trusting him.

We have become more skillful in our financial dealings and we would like to express our heartfelt thanks to Shitij and wish him more and more success in his career.

Roshini and David Paul

user

We have been with Sydney west financial services for the last two years, we have found them to be very professional and helpful.

With good advice and a friendly manner, we highly recommend Sydney west financial services to anyone, for their financial needs.

Joe and Doris Vella

user

I am very happy with Sydney West Financial Services.

The financial planning and advice Shitij Mann has given me over the years has been excellent. I also find the girls in the office Kelly and Khyati very efficient and helpful. I would not hesitate recommending Shitij Mann to anybody who needs financial advice.

Kenneth James Clark