SWFS

At Sydney West Financial Services and Strategic Wealth Financial Services we work with you along the way on life's journey... 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 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).

Also known as: Strategic Wealth Financial Services, Strategic Wealth Financial Services Pty Ltd, Sydney West Financial Services, Sydney West Financial Services Pty Ltd

Registration numbers: 15 132 442 490 (W), 65 669 988 069 (W)

Primary location: Bella Vista