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Sydney Financial Group Pty Ltd

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Sydney, Australia

sydneyfg.com.au
Financial consultant· Financial Services

Sydney Financial Group Pty Ltd Reviews | Rating 4.9 out of 5 stars (8 reviews)

Sydney Financial Group Pty Ltd is located in Sydney, Australia on Level 21/233 Castlereagh St. Sydney Financial Group Pty Ltd is rated 4.9 out of 5 in the category financial consultant in Australia. Sydney Financial Group is a privately owned, goal focused financial planning firm, located in Sydney CBD. Our Advisers have multiple years of experience & have quickly worked out that asking better questions is the key to a better outcome. We feel this belief is what separates us from other planners out there. Our clients seem to focus on these main areas; - Financial Planning - Personal Insurance - Superannuation Advice - Investment Advice - Retirement Advice - Tax Mitigation We work with our clients to develop financial planning strategies to assist achieve their short, medium & long term goals. Please contact us on 1300 553 306 for more information.

Address

Level 21/233 Castlereagh St

Phone

+61 1300 553 306

Company size

1-10 employees

Headquarters

Sydney, New South Wales

Open hours

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Dahlia Luna D'amore

After 10 years of being a single Parent and working my finances to be in a healthy state, I am glad that I responded to an ad by Sydney Financial Group. My Financial Advisor, Jordan, is my sounding board; as well as one of the most trusted people in my life due to his diligence and guidance to better my life for the future. I thought I had it in control but Jordan helped me to deal with my finances better. It's all in the equation. I now have a better superannuation which I see growth within the last 10 month (in spite of COVID) as opposed to the former. Starting over in life is never easy and now I am back in the property "game", researching to purchase the right property without giving up my current lifestyle. No question is a silly question as Jordan reminded me. He gave me the confidence to have faith in my own thought process amidst challenging them. He does not tell you what to do; He proposes scenarios (that I did not consider) to ensure when I am ready to execute my plan, it has been well thought of. I highly recommend Sydney Financial Group and especially Jordan. He is respectful, empathetic and encouraging. If you're someone starting over in life and wanting guidance, this company is for you. I walked into the building the first time feeling so "little" (thinking my financial situation would be laughable) but Jordan allowed me to regain confidence by working with the facts before him and acknowledging that my "money brain" is still on top of it even though it's been almost 10 years I stopped dealing with properties. Life happened to me and I made the best out of it. However, Jordan helped me see the possibilities (in spite of my situation) which I am now working towards to have better and be better. Trust is very important in any relationship and I trust Jordan with his guidance because he can accept me for who I am and past advise proved that he wants what's best for me and my family.

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Lynette Angus

I found Steve to be very polite, professional & very helpful. I appreciate the time, help & helpful advice that he has given me. I wouldn't hesitate to speak with him again. I will continue to do business with this group. I found them to be very helpful & informative. & they have your best interests at heart.

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Paul O'Connor

Jordan Green is our adviser. Very professional. He's been very straight forward in advising us. Explains everything in a way my wife understand it. Keeps us updated all the time with what is happening in the financial market. What we most like is he is very easy to talk to, always happy to take your call to help at ease your worries. Keep it up Mr Green. Thank you.

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Yuli Yao

I have been working in the bank for more than 10 years & finally I found our adviser Jordan Green who is very professional in giving advices to us. He listen to understand our situation rather than just taking interest in selling products or insurances. He make his team to do research before come up with a plan that is suitable for us. His advises for us are for the whole sectors that we need to fix, not only insurances. This is a very valuable matter when choosing adviser as I knew a lot of them out there just care about their own targets & commissions. If you are looking for a financial adviser, I highly recommend this company.

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Gordon Garchev

Very friendly and very professional and always returns your calls and you get treated like a person .best call I ever made

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Helen Shepherd

Very helpful, professional, nothing was to much trouble for Steve & his team. We are extremely grateful. Thankyou.

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Rachel Hernandez

Very professional. Sensible and sound financial advices. We are a happy client. Thank you!

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Lisa Adamson

Sydney financial group is fantastic they helped me in every way possible. I highly recommend them, thankyou.

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