Who We Help

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Who we help

Success and money mean different things to different people. Let’s talk about it.

At Sydney Financial Services, we help people from all walks of life. We are confident that we can add value to most people that we come across. It is usually a matter of taking time to discuss the way they see their life, their values, dreams and visions.
Different stages in life represent different circumstances and these require different areas of financial advice. We take time to understand where you are now, then:

Identify and articulate your goals
Discover ideas and opportunities you would like to explore
Clarify your main challenges and frustrations keeping you awake at night
Discuss risks that might prevent you from reaching your goals

This section looks at examples of different life stages and might help you identify yourself with one of them:

Don’t waste my time

Starting in life and starting making first plans, typically in early 20s - read more

Save me time

Busy living, in need of a structure you can rely on, typically in 30s and 40s - read more

Give me time

In a need of right advice before it’s too late, typically over 50s - read more

Enjoying time

Utilising and making the saved money last, typically retirees - read more

Help me grow

Career focused, typically single individual with high income - read more

Help my business

Self-employed business owner, wanting to maximise opportunities - read more

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Contact Us

Sydney: 02 9328 0876

Illawara: 02 4229 8533

Email us: email@sydneyfinancialservices.com.au

Locate an office near you:

Sydney or Illawara

Authorised Representative for: AXA Financial Planning Limited ABN 21 005 799 977 Australian Financial Services Licensee Licence Number 234663

AXA Financial Planning's principal address - Level 9, 750 Collins Street, DOCKLANDS VIC 3008

AXA Financial Planning is a member of the AMP Group. The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holdings Limited.

AXA Financial Planning is a Professional Partner of the Financial Planning Association (FPA) and we are fully committed to the FPA's Code of Ethics and Rules of Professional Conduct.
AXA Financial Planning is also a Corporate Member of the Association of Financial Advisers (AFA).

Information provided on this website is general in nature and does not constitute financial advice. W.Bracey Sydney Financial Services will endeavour to update the website as needed. However, information can change without notice and W.Bracey Sydney Financial Services does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. W.Bracey Sydney Financial Services does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Sydney Financial Planning, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by Sydney Financial Planning. You may not alter or modify this information in any way, including the removal of this copyright notice.

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