1300 553 306Investments
Grow your wealth through diversified portfolios and informed investment decisions.
Investments
Investing wisely is key to building wealth and achieving your financial goals. Our investment services are designed to help you navigate the complex world of investing, identify opportunities for growth, and build a diversified portfolio aligned with your risk tolerance and investment objectives. Whether you’re saving for retirement, education expenses, or other financial goals, we’ll provide you with the expertise and guidance you need to make informed investment decisions and secure your financial future.
Questions for Consideration:
- What are your short-term and long-term financial goals, and how do you envision your investments helping you achieve them?
- What level of risk are you comfortable with when it comes to investing?
- How frequently do you review your investment portfolio and make adjustments?
Feedback from Our Community
I am very happy to have great communication with these guys regarding my super access… and great outcome… Thanks So Much… Please don’t Hesitate to contact them You won’t Regret it…
Thanks to Steve and his team for great advice and service ,highly recommended
I would thoroughly recommend Sydney financial services. Mitchell is absolutely fantastic and has given me the tools and planning that will definitely enhance and ensure a better standard of living up to and including through retirement. Any query I had was treated with promptness , detailed answers and respect to myself ,being somewhat financially illiterateI feel better equipped and much less anxious regarding my future financial endeavours.All I can add is a huge thankyou to Mitchell.Carol Richmond
The experience was great with this company and very helpful
Nick has been absolutely amazing and so helpful. Truly recommend!
I was very pleased with how they explained everything and the service I received. The person that I talked to was amazing.
A Great Decision: Sydney Financial GroupI was initially hesitant to reach out to Sydney Financial Group, but I'm so glad I did. Nick Raunjak was incredibly helpful and professional throughout the entire process. The guidance and support I received were top-notch.I wish I had taken this step sooner. I wouldn't hesitate to recommend this company to anyone seeking financial advice. Honestly, I can't think of anything negative to say about my experience.
I saw the add on social media, And it read if 60 years and over you claim some super and pay minimal or no tax so I did, The out come was a smooth transition and within 3 weeks I had extra cash to get back on track. Great work Sydney Financial Group
Really wonderful people to deal with and very informative, thank you
I am extremely happy with the staff at Sydney Financial Group. They were very attentive and listened to my needs which gives me total confidence that they have secured better funds to help me retire comfortably when the time comes.
Excellent service, very professional and friendly to deal with. Would definitely recommend
Great team to deal with
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
I trust these people, they do a great job.
Pleasantly surprised at how easy it was to deal with your staff
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 mysuperannuation 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!
I wouldn't have been able to do this alone, they were very helpful, knowledgeable, and very easy to talk to. Great result
Brilliant a realistic fitness test for a financial future very helpful honest and patient accessment front and centre with the truth 👍
Justin Nguyen and team were very quick responding to any inquiries we had and was very helpful with any questions I had I would highly recommend this company for any superannuation inquires and financial adviceGraeme and Carmel Reents
Awsum service, great response as well
I cant say enough, Mitchell made the whole process so easy and stress free, thank you Sydney Financial Group
Good efficient service, well researched and detailed advice and a positive outcome.
Team Steven at Sydney Financial is outstanding. I say this because of the professionalism and knowledge shown ,which eased me through to setting my goals for my financial future.
Very professional &helpful
Great service , Nick is extremely helpful and very understanding , wood recomend
Great bloke to deal with no hassle recomend to anyone cheers nik
Very quick and efficient. Very reponsive and great service
Very good service. Given very good advice regarding my investments.
Sydney Financial Group Pty Ltd don't muck around. They help in every way and keep you updated on proceedings all the way, I highly recommend them 👍
Extremely helpful and educational. If you have the opportunity to deal with Mitch, please do so. He makes things simplified and is more than happy to go through details with you so that you understand them
SFG have made the super access process seamless and the team were really helpful and respectful, can’t praise them enough, well done and thank you.
Thanks to mich and the team at Macquarie so helpful with setting up my pension fund made it so simple for me they did everything and kept me well informed highly recommende them well done Thanks 😊
Driven by financial challenges due to inflation, I reached out to Sydney Financial Group seeking assistance to access my Super fund after my Superannuation company told me I can only borrow from my fund for financial hardships reasons.I was amazed by how prompt these group of Professionals worked!They were with me every step of the way and always just a phone call away for my queries.Highly recommending Sydney Financial Group should you wish for peace of mind.Million THANKS to Justin Nguyen and his amazing team for all the support.
Mitchell was extremely helpful , he talked me through my options and kept me updated on the progress of things . Would definitely recommend Sydney Financial for advice and support
I am so happy that I found Nick Raunjak and the team at Sydney Financial Group on Instagram. From the moment I sent them a message that I was interested in receiving some information in relation to my SuperFund they had called me back within 24 hours. Nick and his team answered my questions and made everything go so smoothly. Nick made everthing easy to understand and I now have peace of mind in relation to my Superfund and going forward knowing that Nick will be there in the future to advise me. I highly recommend Sydney Financial Group. Thank you again Nick and Sydney Financial Group.
Very professional attitude in assisting and processing of your financial needs , great communicators ensuring each step and all questions are answered and response understood , until completed , then following up to ensure the client is happy , and this client is very happy !Thanks to the team at Sydney Financial Group and especially Mitchell Burton for patience and understanding thanks mate !
Excellent customer serviceCommunication in simple understanding.
Hi I would like Thank the Team at Sydney Financial Group for their support they helped me get back on my feet they are the Greatest people around go talk to them Thank you for your help.
First time i have had dealings with these Guys.Mitchell was particularly helpful and explained the procedures and their recommendations so that even i managed to understand most of what he was proposing.A great outcome was achieved in a very short time, with Zero issues or problems.Highly Recommended!
Very professional
Required a portion of my superannuation to help pay off outstanding bills from a move. Justin and his team were there all through the process and made it easy for me to obtain the funds. Thank you guys for making my stress levels lower and the bills be paid.
Very prompt service and follow up . Informative text emails and calls .
Friendly people
Thanks to Nick and his work parters was a stress free experance.would recommend this company to anyone
Steve Watson and the group have been amazing helping me access my super. I can’t thank them enough. It’s changed my life for the better, and taken so much stress off my day to day living. Thank you Steve.
Great advice and customer service recommend highly
Very professional, prompt service.
Hey peoples dealing with Sydney financial group was a great out come for me ....don't hesitate to send them a email or call them
Great people great at there job and friendly service
Great people to talk to and good advise to assist with what you need. Easy to contact and talk to. If you don't understand they will guide you through and help you understand what is happening. Big thankyou to the people who helped me. 🙂
Mitchell, presented with excellent service, attention to detail and a smooth outcome.
Very helpful and professional in there advise
At 62 I had just resigned from work and was finding it a challenge to navigate my way through my Super funds. A friend put me on to Sydney Financial and I was lucky enough to have Nick Rounjak and his team sort out , reorganize my super aligning it to my lifestyle . Nicks followup was amazing as he would of sensed my confusion with the enormity of the work flow which had to happen in order for me to achieve my goals and he was careful not to move forward unless I was across everything to that point . I am now being able to breathe a sigh of relief thanks to Nick and team. So thank you . Definitely an 11 out of 10, and a very very happy Roderick .
Am so pleased with they services svery helpful and good communicationAm definitely recommend this Sidney financial group
A truly fantastic place to deal with. Great staff who are very helpful friendly and really know there stuff. Thank you so much for your help.
Great customer service, never an issue and everything explained thoroughly.Highly recommend.
Thanks for your effort Mitchell, you made the whole process very easy!
Very helpfulVery professionalReally happy with them
I. Highly recommend that you give Sydney Financial Group a call. I. Saw the advertisement on Facebook and filled out my details, i was already not working, because of a very serious health issue with the final result being cancer. One. Evening i received a call from Justin Nguyen from Sydney Financial, his was very polite, well spoken, and caring. I. explained my situation to Justin, and he reassured me that all would be taken care of by him, and his team. Justin. Did all the work, and i just followed his instructions, within 3 weeks i was now at least able to survive financially, a week after I received some of my super, i was finally diagnosed with cancer, and will soon start chemotherapy for 6 months today is 2/6/2024.Give. The team at Sydney Financial a call, and leave the rest to these amazing experts.To Justin Nguyen.Justin. I can never thank you enough for all of your support, and guidance during the process, I sincerely wanted to thank you, and your team for all your help.Francesco De Riggi
My experience with Justin has been easy for someone with some difficulty with technology I found the experience non stressful
I have nothing but praise for the way JustinNugyen conducted himself with myself and my wife he was very professional and also very laid back at the same time and I would not hesitate recommending your company in the future Thank you
I have found Justin to be very helpful and I thank Justin for his patience and time he has given to me.
They done a marvellous job, everything went so smoothly and I would recommend their services to everyone
Absolutely fantastic and a big thankyou to Justin explained everythingI will be recommending Justin and the company to anyoneA Big thanks again😄
Due to loosing days at my job due to the economy, I was struggling financially. I spoke with my Super Fund but they made it all too hard. I got onto Sydney Financial Group and spoke with Axell who put me on to Mitchell. He was so helpful. He stepped me thru the process every step of the way. Today my funds came through $10,000 and I can now pay bills, pay back my son and daughter in law the money they lent me.A great big thank you to Mitchell, I really appreciate your help.
Thanks to Mitchell Burton for your big help and advice. He help me a lot and now I feel so happy after ifix my problem. I very appreciate everybody for the great job done. For sure in the future if I need advice I will go to Sydney Financial Group. Thank you for the great job.
Always helpful & accomodating when I need their services.Very helpful & friendly service
Sydney financial group are an amazing group to work with, I needed money out of my super and the guy I was talking to was nick, a great bloke to deal with
Firstly I would like to Thank Axell whom started the ball rolling, Then introduced me to Justin. Justin was always at the end of the phone whenever I had questions and when things were getting all too much for me Justin Provided a calming effect on me with his great advice . The whole procedure went as smooth as silk ( from where I was seeing it all it appeared that way)The process as I said couldn't have gone better so a huge thank you to Justin and his crew who prepared everything.. Thanks Guys.
I approached Sydney Financial Group about how I could have more Super come retirement. I just turned 60, am a single earner for my household and I’m still working full time. So I made the call and was referred to Steve Watson. He guided me through everything in layman’s terms. I took his advice and am feeling a lot better about my future.I would recommend this company without a problem.
I can't thank Sydney Financial Group enough for their advice with super funds , it started with Axell Vacopoulos doing all the research at the start , then handed over to Mitchell Burton to finalise the whole process , both gentlemen were extremely professional , with their knowledge and the follow up phone calls to keep me up to date , so a big thank you , highly recommend these guys and Sydney Financial Group to anyone looking for professional advice on finances , you won't go wrong 😀
Outstanding service. I would highly recommend Sydney financial group.
Great to deal with and explain everything that you need to know about your financial situation
I was in over my head with debts, called Sydney Financials and spoke with Mitchell. They were extremely efficient and caring, I was not just another number, they followed up and kept me informed. They helped me with my superannuation and have now set me up for the future. I would highly recommend their services. Thank you Sydney Financial and Mitchell.
Wonderful company to deal with
Steve Watson was great to deal with very helpful
Good company and staff are always willing to help. Nice service when you need it
Our dealings with Sydney Financial Group were seamless. Nick was always accessible if we had any queries. Highly recommend.
Very happy with the help Mitchell gave me. Very professional. Could not find better service.
These guy’s are a pleasure to deal with and do the hard work for you and they know their business
Professional, friendly, prompt responses and very helpful. Thanks
I reached out to Sydney financial, they were incredibly prompt and professional.Incredibly patient with me as I’m not the most technical person..Kept me updated with everything that was happening.They were extremely kind towards my situation.Thank you
Wonderful experience.Very helpful and understanding
The team at Sydney financial group have been so helpful in helping me set up my Macquarie Pension Account the advice given was adsackly what was right for me in my current situation I feel safe at knowing my money is safe and doing what it needs to for the future. Thankyou Mitchell and Team.Theresa Yovanovic
These guys have gone above and beyond to help financially with all financial circumstances. Fully recommend the group. Thanks heaps Justin as the got to man.
Excellent service, Thankyou so much for making the process simple I am very happy to have been able access part of my Superannuation
Very helpful,
Its good service
Great helpful people, who understood my situation and and provided solutions that now make my financial situation much better going into the future
From the moment I began dealing with Sydney Financial accessing and transferring my superannuation became a breeze. They kept me informed every step of the way. Mitchell was always available to take my calls and answer all my questions.Would recommend highly
Extremely helpful people helping me with my superannuation investment highly recomend
I found the whole team to be upfront and approachable and the fact that everyone spoke in layman's terms so I understood everything being said to me and about the dealings being undertaken.I couldn't recommend these guys more highly.
I was initially wary because I had seen this on Facebook, I ended up contacting Sydney Financial after doing a bit of a check, Mitchell Burton was super helpful and outlined some new strategies on how better to use my super funds, and how to access some of them.I'm a bit of an idiot so he needed to explain some things a couple of times and it was no problem for him. I'm now feeling a lot more confident about my future because of Sydney Financial. Thanks Mitchell.
I can’t recommend Sydney Financial group highly enough, all i can say is a Big thank you.
Their Service is second to NoneOutstanding, exceeding my expectations.Very impressed with their professionalism & Customer Service.
Always responsive and follow up 👌
Amazing.I had nowhere to go,no money,on worker’s compensation,my payments were dropping monthly and the bills pilling up. These people were fantastic. They not only helped me financially but also mentally. Talked me through every step and made it easy to understand.
Can't recommend highly enough the professionalism of Justin and his team.
Very satisfied with the results of the team they have achieved all the goals that we where working towards would have no problems passing on their information to friends and family
To tell the truth I was very dubious about doing this, I did my due diligence, checked out the company through ASIC, through scam watch etc. And was still freaking out till the money arrived in my account, the staff did not pressure at anytime, another practice for peace of mind was thier use of docusign, a verified document handling process with high security. Highly recommend this company.
I have been dealing with Justin who has been incredibly helpful, and very quick to help me access my super. I will now use Sydney Financial Group for all financial needs as they were amazing at explaining everything in laymen’s terms and as a result I feel very confident of my future finances.
Nick Raunjak has been a great help. Gone way beyond what you'd expect from a financial advisor. Thanks heaps Nick !
Easy process, great communication, looking forward to future growth 😊
Many thanks to Sydney Financial for There help I’ll be asking for there help again 5 Stars Thank you
Lucky to have Mitch Burton looking after my super and my transition into retirement.The service Mitch provided along with the rest of the team was excellent.No hidding agendas ,easy to talk to and always answers my calls or a call back.Thanks Sydney Financial Group a 5 out of 5 from me.Kind RegardsBruce Gaynor
Always helpful to any enquiries regarding my super access and if I didn't understand what was happening your experience Always gave me the best possible outcome and I would recommend your service to anyone who is interested in accessing their super
My experience with Sydney financial group was very helpful the staff was great my transaction was swift
Great service and very helpful would recommend them to everyone's
Great Company to deal with. Professional and knowledgeable staff. Very prompt in returning calls and responding to emails. Providing regular updates throughout the process. Everything was explained in layman's terms. I would highly recommend this Company.
Thankyou for your help and advice with my super annuation matters much appreciated
Very helpful on all subjects with things that you think can't be done .can be done
Nick was brilliant, he knows exactly what he is talking about and got the job done in the time he expected, Nick made himself available and was always a phone call away. Thank you Nick. You were great looking forward to speaking with you down the track
Nick was awesome to deal with and my dealings with him I am 100% happy with all outcomes
Thanks Nick for all your help and no doubt will be talking again soon.
Very excellent service well tuned company very helpful from start to finish thanks Nick for all your help I give you and your company 5 stars
I would like to thank Mitchell from Sydney Financial Group for his expertise and knowledge on my recent superannuation enquiry he explained it away that I could understand so I have no hesitation in recommending he & Sydney Financial Group for any financial enquiries
I cannot recommend Jordan Green from Sydney Financial Planning highly enough! His expertise and knowledge in financial planning are truly remarkable. Jordan consistently goes above and beyond - always prompt, nothing is too much trouble, and his assistance has been invaluable. Not only is he incredibly helpful, but his staff also mirror his professionalism and are an absolute pleasure to deal with. If you're seeking a financial planner who combines expertise with exceptional service, Jordan Green is the one to trust!
I found Steve Watson very friendly and helpful I would recommend Sydney Financial to anyone I am a happy customer 😊
I would highly recommend this firm, they are transparent and extremely knowledgeable in the services they provide. They did all the work to assist in finding the best ways forward.
Great team to work with, very thorough and speedy on all processesHighly recommended
These guys are exceptional at what they do , everything I asked of them , they did in a very prompt manner, I would recommend them to anyone.
Team where so friendly and professional helped me out so quickly
Sydney financial group are the most helpful friendly group of people to work with. They are very knowledgeable and will always find the best way do help you out if they can highly recommend them to anyone.
Sydney financial Group have gone above and beyond with their service and advice.They are personable and caringVery thorough, informative and understanding. They respond quickly and we would, and do, highly recommend them
Great service
Once again sydney financial have done an excellent job of helping me a special thanks goes to Mitchell and Renae for their time and effort and great customer service and would once again highly recommend sydney financial to friends
Great people to deal with. Very responsive and thorough. Will use again
Very helpful and proactive in answering questions and advice
Excellent service polite no mucking around would highly recommend them to anyone
Dealt with Mitchell Burton and he took me though every step with no hassles highly recommend Sydney financial group
Nicks help was amazing and he has given me such amazing advice.I am so happy with the help snd his attention to detail. Thanks for everything Nick
Team is easy to deal with and very helpful . Gave excellent advise that has helped immensely in our current situation and with good advise for future goals . Highly recommend .
It's great to have a firm of this nature to have help me
I was very impressed how I was looked after by Justin at SFG thank you for everything, I am very impressed by SFG
Very professional and helpful, nothing was a problem for them.They have certainly got my life (financially) back on track.
Help me big time with reducing my debt and my Tax.The future is looking good.Cannot praise Sydney Financial enough!
I needed some financial help my super fund said no I saw Sydney financial group on Facebook they went to work for me straight away the team kept me informed
Very helpful, friendly and understanding staff. They were so supportive - so glad we found them.
Never knew of this Financial Institution until I saw an ad on Facebook!Then made enquires and the people dealt with were curtious, knowledgeable and went out of their way to ensure the Best outcome for me!
Excellent service. Corresponded with me throughout the process and explained steps precisely. Nothing was done without my knowledge or permission - fast friendly service with a positive outcome to assist me through a hard time.
I contacted SFG for some advise and assistance and I found the team very helpful in assisting me to set goals and sorting out my financial future. So to Tony, Ian and the rest of the SFG team. I thank you very much..
I needed sum of my super they fixed it asap brilliant thank you so much
Great service, excellent co.munication and very helpful
I found Sydney Financial to be very professional, Prompt and friendly.Justin the Fianacial Advisor who helped me Always followed up with me and got back to me with updates and answers when he said he would.Customer service and attention detail from him was outstanding.
My experience with Sydney financial has been excellent can't fault them at all the staff are awsame to deal with and will recommend them to anyoneGary
I found this company especially Jordan so very helpful. He explained everything looked for best options for my situation and could not have done more to assist me . Definetely would recommend them to anyone.
Awesome company to deal with very helpful with any questions asked would recommend to all my friends
Nick and the crew were great,advised a plan to help me into retirement. All very professional if you didn't understand certain things they would talk you through it clearly and then send documents so you can totally review yourself. Any questions no problem just ring they will be glad to help
Justin was good to deal with
Always great advice and support. Certainly wouldn't go any where else.
The experience with Sydney Financial Group was to say the least a pleasure. I got the outcome I was looking for and Justin was prompt with his communication via email and phone calls. Highly recommend!
Personal service and advice is amazing. Mitch Burton is very professional and customer oriented
Very professional, helpful, felt they understood what my goals are, easy to contact for any queries & received response quickly, kept me up to date & informed with what is happening with my account, the agent which is handling my finances is very friendly, open, professional & gives me trust in him & Sydney financial to know I will achieve my financial goal with them in my corner, very thankful & appreciative.Kind RegardsMr S Salu.
Awesome people to deal with. Ever so helpful and prompt response.Highly recommend this group.
Fantastic to deal with always helpful staff
Best decision I have ever made. Debt free. Living better than I ever have. Mitchell walked me through the process and explained everything clearly. Please don't hesitate to ring them because I am in such a happy place now. It's nice to have comfortable life because of Sydney Financial Group 😊
They done a marvellous job I got money that asked they are the best people to do. i recommend them entirely to do anything with finance
My initial contact with Sydney Financial Group was to gain financial advice for my future and enquiring about how I could access a little of superannuation now .Sydney Financial Group understood my situation because this is at the heart of their business .I was taken step by step on how to access some funds and transfer some funds to an outstanding pension fund : Communication was excellent and I felt a valued client .Sydney Financial Group has been able to assist me to plan with a transition to retirement, while helping me plan for a more solid financial future .I highly recommend Sydney Financial Group for financial matters .
Fantastic company , always there to help , very friendly
Very helpful staff and prompt responses to questions.
Thqnk you i like it very much
Very helpful and very professional
Fantastic people
All dealings have been with JustinVery professional, patiently stepped me through everything, used language which I could understandThrough with strong attention to detail and terrific follow-up
Very efficient and helpful
If I need information or withdrawal forms for my pension account they are on top of things.
The process was very easy just a little slow at the end all in all I would recommend Sydney financial to anyone
very good customer care service and prompt good company to deal with
Very good well handled 👏
I was very happy with my service was explained what I was getting into and effects it could do too my retirement it was fast and prompt. Thanking u
Justin and the team @ SFG have been very helpful in setting up many better financial options for myself heading into the future .I thank you and the team for your efficiency and follow up on these matters .
always very friendly and efficient in providing information and helping with any issues. Every time I contact them they are quick to respond. I would highly recommend Sydney Financial
I can highly recommend Sydney Financial Group for their advice, support and professionalism. Nick was so helpful and supportive in explaining the process and answering all my questions promptly! I feel I am in a much better position financially!
Mitchell was extremely helpful,explaining the process every step of the way.Mitchell it was a pleasure working with you.
The staff there are very helpful and friendly. You are sure to have an answer to your questions within 24 hours.
I peter Michael johnson was very impressed with the quality of the service that the company has provided for me and will deal with you in the future.. yours cincerly peter Johnson.
So quick and efficient. Thank you Steve
Was a pleasure working with Sydney Finace. Got me what i needed and helped me through every step.
Prompt and friendly professional advice and very helpful with my circumstances and concerns
Thank you Nick for your time and patience and discussing the different options available to me.Your knowledge and experience was invaluable to me in making my decision.
Justin ,,Jordan and the team areAmazing. They helped me heaps. Plus have helped my Husband.Both with our super.Don't be shy ring them.You will be amazed at how helpful they are. Plus know what they are talking about.Thanks heaps Guys
I am very happy to anticipate with Sydney Financial Group and especially with Nick Raunjak.He is very efficient and excellent communicator,helping me understand all of the process.Thank you very much for your help,it’s a life changing.
My experience working with Sydney Financial Group has been nothing short of amazing,they did all the researching of my Super funds so easily and took the time to listen to my needs so understandably,I would highly recommend them to anyone who needs help dealing with super funds.They were very professional and available if I had questions to ask.Thankyou so much Sydney Financial, look forward to working with you in the future.
Very happy with the service and advice Justin Nguyen has given me
I have dealt with Justin from Sydney Financial Group all I can say is he is very professional and the team went out of there way to help me cheers thanks again for all of your help
Very friendly and professional people to deal with.All questions answered, the staff have great product knowledge.All inquiries, questions phone calls, tasks were dealt with very promptly and to the full extent.The general impression I got was that they really cared about me and my situation.Im really impressed and very happy I contacted this organisation. Full marks
Steve and his team were exceptional to deal with. Explaining every step of what we were getting into and I felt comfortable at every juncture of the process. Phone calls returned promptly, phone meetings were always punctual and informative. We were able to clear up several issues and get back on track after what was a very trying couple of years. Thanks Steve and please thank you team.B and C Norman
Thank you to Sydney Financial Group, in particular to Justin Nguyen who made accessing my super so easy to understand & was always available to guide me through the process. I highly recommend this organisation & Justin
I found them very helpful and efficient especially Nick
Just like to say thank you to Justin who has help me out so much and he has explained everything so I understand and I am happy to stay with the financial group and would recommend the company to family and friends thank you again
Fantastic to deal with . Nice people great communication
Hi.first i'd like to thank Justin and the team for your hard work and make this happen thanks again may god bless you all.
I found Justin Nguyen to be extremely helpful and kept me informed every step of the way
Steve helped me a lot. I know so much more about my super now. There was no pressure just good information. I'd recommend this company to anyone who wants to understand money management.
Very very helpful and professional
From the moment I first got in touch with Sydney Financial Group, Justin has beenIn touch with me every step of the way. I have to admit I was a bit dubious about getting involved in anything “ financially “ that came up on social media, however Justin has been straightforward with me from the very beginning, carefully explaining everything over the phone, by email and by correspondence. Justin guides me on how to make the right decisions, and has been in constant contact the whole time to let me know what would be happening next.I feel I’m in really good hands and with Justin’s advice and the team, hopefully I canPlace myself in a better position financially.Maree
Justin and crew were very helpful understanding and have beautiful personalities. They were great to talk too and very quick to return your call. Well done guys keep the good work going
Very helpful and knowledgeable in dealing with superannuation. A pleasure to work with
They have always given me excellent service.They actually care about you.Would totally recommend.
The experience l had with Sydney Fiancial Group has been great and very easy to work with.
very professional and thorough in what they do.would definately reccomend Justin and his team of professionals to anyone looking for financial help or advice
Excellent service
My experience with Sydney financial group has been extremely great. I would totally recommend them to anybody for financial support 💯 percent. Would like to thank Justin nugyne for his support.
I found the staff at Sydney Financial Group to be very professional. They are always contactable and offer great financial advice.
Big thanks to Steven Watson
My wife and I have been dealing with Steven Watson as our new financial advisor, he has set up our new portfolio with Macquarie, so far all things are going smoothly and very easy to work with and great advice. I would recommend them
Justin was fantastic throughout this process of setting up my Superanuation for my future I’ve already given sone friend & coloegies his details .. Thankyou
Very accomodating especially Justine Nguyen. Excellent service.
I had great service and they kept me informed all the time
Great team answers all l need to know
Advisers are friendly, very helpful, easy to talk to. Glad I contacted them.
Justin has gone above and beyond to help me with everything. Totally appreciate all of the effort. Very happy
the team at Sydney financial were very pleasant and hopeful with everything I needed done by justines well as helpful
Steve Watson SFG) has been a real help to me! Steve talked to me about issues I hadn't thought about before, like Life/Injury Insurance and the importance of refinancing my mortgage.His assistance in reorganising my Super has also been a plus!
I received great financial advice about my super and was able to access the amount of super I needed and really impressed how quickly it all got processed and into my accountThankyou
Very understanding,honest trustworthy, made us feel comfortable
Absolutely help keep me updated with everything I recommend Sydney financial group for all great team
Justin was very professional and took the time to explain everything I look forward to working with him in the future
I have found SFG really helpful, a shout-out in particular to Steve Watson, my diligent advisor.
Justin and Jordan we're the best of all by sending emails to me if im ok.Anything i need to know to get back to them.Alway's respond back with good manner's.
Sydney financial group were very experience and friendly team a special thank you Justin he help me with my financial needs
Very friendly and honest
The experience I have had with Sydney Financial Group has been great. They have help us so much and they were efficient, respectful and caring. I would recommend. Sydney Financial Group to anyone.
Nick was great helping me with my finances, I would highly recommendthem
Thanks for all the help and support great value
Jordan Green and the team from Sydney Financial Group have been awesome. Jordan was so helpful the discussions we had and the information he provided completely made sense. My financials ie super, pension fund have been sorted and I am certainly heading down a smooth road now instead of the old bumpy road that I had gotten to the junction of and didn’t know which way to turn. The financial information I have been given has just been so good and I now have peace of mind and am not struggling week to week.I have no hesitation in highly recommending Jordan Green and Sydney Financial Group.
Sydney Financial Group were extremely professional in giving me great advice to achieve my goals and facilitated this seamlessly. My fabulous advisor was available to guide me through the process and answer any questions I had...anytime.. I was very happy with the whole process and impressed with the services they offered.
Thank you very much for the excellent service you provided. Very efficient
Professionalism,Quality , Value , Great Service , would highly recommend.
We have been with SFP for a number of years now. Bill Bracey is our planner who understands our needs and goals at this stage of our life Our annual reviews are relaxed and professional and we find Bill and his team to be most trustworthy.
Frequently Asked Questions
That’s a great question. There are lots of financial planners, so why pick us?
Well, we’re different because we keep things simple. We talk in easy-tounderstand language, unlike big companies with all their complicated terms. And if we can’t help you, we’ll tell you honestly and suggest someone else who perhaps can. It’s a nice change from what you might expect.
Certainly, you can manage your finances independently if you choose to.
As long as you’re ready, fully comprehend the process, and have the time to delve into the details, it’s an option.
However, our clients often find value in working with us because they either lack the time or appreciate having a qualified team to support them. When your day is full, and you’re focusing on priorities, do you truly want to spend time double-checking interest rates, superannuation regulations, taxes, and the like? Sometimes, having a team to discuss crucial financial decisions can alleviate confusion and provide peace of mind.
Your first meeting with Sydney Financial Group won’t cost you anything. Unlike some other firms, we believe in offering this initial consultation for free. It’s a chance for us to grasp your needs and objectives, and for you to explore how we may assist you in attaining financial success. Most importantly, it gives you the opportunity to decide if we’re the right fit for you.
No problem! While we’re based in Sydney, we serve clients nationwide. Through virtual meetings, phone calls, and secure online platforms, we can provide the same high-quality service and support regardless of your location.
Getting started with Sydney Financial Group is simple. Reach out to us via phone or email to schedule your complimentary consultation. From there, we’ll guide you through the process and help you take the first step towards financial peace of mind.
Your Journey, Your Services
Strategies aligned with your individual circumstances.
Superannuation
Help secure your retirement with smart investment choices and optimized contributions.
Debt Management
Regain control of your finances with tailored repayment strategies and expert advice.
Investments
Grow your wealth through diversified portfolios and informed investment decisions.
Retirement planning
Ensure a comfortable retirement by setting clear goals and implementing effective strategies.