About us

“With You on Your Journey”

At SWFS Financial Group, we are proud to bring together the strengths of Sydney West Financial Services and Strategic Wealth Financial Services under one unified name and vision. Our rebrand marks a new chapter in our journey—one that reflects our growth, our evolving presence across Australia, and our unwavering commitment to delivering exceptional financial guidance.

SWFS stands for Support, Wisdom, Futuristic, and Sincerity—the core values that define who we are and how we serve. These principles guide every interaction, every strategy, and every solution we provide. Whether you're planning for retirement, growing your wealth, or navigating complex financial decisions, we’re here to support you with integrity and forward-thinking advice.

 With over 16 years of experience, we provide tailored financial solutions that grow with you. Whether you're planning for retirement, buying your first home, managing aged care needs, or simply seeking peace of mind, we’re here to help you make confident, informed decisions.

At SWFS Financial Group, we’re With You On Your Journey—helping you shape a secure and successful financial future, every step of the way.

With you on
your journey

At SWFS Financial Group we work with you along the way on life’s journey.

Whether you are starting a new job, getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work, we can help.

Why we are different

EXCEPTIONAL PERSONAL SERVICE

Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

ONGOING SUPPORT

Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

KNOWLEDGE AND EXPERIENCE

Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

KEEP YOU ON TRACK

We will keep you accountable along the way because we want you to stay on track to achieve your goals.

A HOLISTIC APPROACH

We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

EASE AND CONVENIENCE

Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

When We Can Help

We all have different goals at various stages of our lives

Financial Planning
Aged Care
Loans
Cash-flow Management
Estate Planning
Cyber Security
Health Insurance
Tax and Accounting

Our Process

What to expect – the 6 steps
While you have the right not to tell us personal information, if you don’t, the advice you receive may not be appropriate to your needs and your financial situation. When we meet we will take you through a 6-step process:

consultation

1

An initial consultation that allows us to find out..

An initial consultation that allows us to find out about each other.

collect-information

2

We will collect all the information we need from..

We will collect all the information we need from you (sometimes called ‘fact finding’).

goal-1

3

We will help you identify your goals and current financial..

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).

discuss

4

We will discuss the recommendations with..

We will discuss the recommendations with you and make sure you are comfortable and agree with them.

implement

5

We will implement the agreed recommendations..

We will implement the agreed recommendations.

financial-situation

6

We will periodically help you review your..

We will periodically help you review your objectives, financial situation and needs.

It is important to remember that you are in control and can decide whether to stop, change or continue at any stage of the process.

Awards

Tell your friends and family

Our business has grown through referrals by other professionals who want their clients to benefit from good financial advice and, by our own clients, who want the same for their friends, family and colleagues. So if you know of anyone who could also benefit from our services, please feel free to refer them to us, please don’t keep us a secret.

Calculators

These calculators are provided by ASIC’s Money Smart and are not provided, approved or endorsed by Akumin Financial Planning. They may provide a useful starting point but do not constitute expert, licensed financial advice, and should not be used as the basis for any financial decision. You can work with a qualified financial planner to develop a plan based on your personal situation. Contact us for advice tailored to your goals and needs.

Access Calculators

Leon Smith
Glynis Rodrigues
I could never ask for two best financial advisers Mr Matthew Tame and Lucia Belen Quiroz Munoz from SWFS Financial Group (Sydney West Financial Group).

Matt and Lucia, have the best professionalism, and customer service in their job and what they do.

The service i received from Matt and Lucia regarding my Super Fund Roll-over, Questions and Answers regarding my Age Pension. Has been so remarkable.

The patience, understanding, supportive and answering all my questions. I could not ask for any better advisers then Mr Matthew Tame and Lucia Belen Quiroz Munoz.

I will definitely not hesitate to recommend Matthew and Lucia to my family and friends, if they need assistance with their Superannuation and Age Pension entitlements.

Thank you Matther and Lucia for wonderful, informative and outstanding services you have provided for me.

Kind regards
Miss Glynis Ann (Nan) Rodrigues
Johnny McDermott
Very happy with all the staff. Mathew is extremely knowledgeable with superannuation.
Joseph Stoakes
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.
Joe Borg
SWFS have been our financial Planners for many years. During this time we have found the team to be always friendly, patient, and efficient as well as readily available to address any concerns that we may have. Thank you Shitij, Jyoti and all the team at SWFS
Jeff Coleman
Excellent service and completely happy with the outcome over the past 3 years.
Paul McKeown
Experienced financial consultants, highly recommend their services
Barry Price
Always is exellent
Jacqueline Hipwell
Very eased with their handling of my accounting
James Craib
Larissa Rapisardi
Could not be happier with our financial advisor, we have been with her for several years and having her look after us has been the best financial decision we have made. If you need someone who is understanding, patient and with a wealth of knowledge, who will always take the time to pick up the phone and help with even the most minute issues. Thank you to a wonderful Jyoti and the team behind her. 5 stars
Peter Sharp
Rod Byrnes
Excellent service advice and Support Angela was very supportive and most helpful
Agnes Dening
Donna Thompson
My financial adviser, Jyoti has been looking after me for many years now. Jyoti actually listens and seems to understand different people's needs and always manages to find a solution to whatever financial issues arise. I would recommend Jyoti and the SWFS Group.
John Dingwall
Merril Minett
Thank you Matthew T for your confident and knowledgeable session. It keeps me .up to date with my super and pension details. Thanks again
Murtuza Patanwala
Have been Sydney West Financial Services for more than 15 years and they have been like a family to us. They have been there with us and guiding us through every step of our journey and helping us achieve our goals. Shitij and team are honest and genuine, they have our best interest at heart and available whenever you need them.
Would recommend them to anyone looking for sound and grounded advice to secure your financial wellbeing.
Robert Walters
Marilyn Chapman
Thank you Shitij, Stephanie, Matthew and the staff at Bella Vista office. Your assistance and professionalism over the many years we have been a client of SWFS has been very much appreciated and helpful to us during our working life and now retirement.
milan zec
Our experience with SWFS has always been to the most satisfying experience always very polite and helpful.
Marie Scuderi
Thanks Shitij and Matthew for helping us through the "super" work.
Helen Wallace
My relationship with SWFS have always been pleasant and positive. The staff are quietly efficient and thoughtful, kind and trustworthy. To me, trust is the most importantly factor when dealing with a financial advisor.
Karen Ford
We have always had a wonderful experience with SWFS. The staff are very helpful, and it is always a pleasure in dealing with them.
Warren Johnson
Great team and very helpful advice. Shitij has managed our investments for years and recently helped us successfully navigate downsizing our home. Highly recommended.

Michele Saunders
Wonderful team they really look after you
Mark Gibbons
They always do a good job managing my investments
Keith Murray
SWFS staff provide excellent financial advice in a clear and readily understandable manner. Our advisor in Melbourne, Daz, is very good to deal with and answers all of our questions. He will go the 'extra mile' to get an answer not only on financial matters but also on aged care aspects by pointing us in the right directions.
The fees charged by SWFS are reasonable and clearly spelled out.
Andra Bendrups
I have been very happy with the advice given to me regarding my financial future. The staff are friendly, most informative, knowledgable and approachable. All information has been explained thoroughly helping me understand my best options and assisting me in making the most appropriate decisions. Staff follow up contacts via phone calls and emails have made my experience with SWFS Financial Group very positive. I highly recommend them.
Catherine Ashworth
My advisor at SWS expertly smoothed the financial transition into Residential Aged Care for my parents. Highly recommended. Knowing you have a comprehensive plan gives amazing peace of mind as you navigate the process.
Margaret Rolfe
All aspects of my financial arrangements were discussed with opportunity to clarify any issues I had, in a professional but relaxed manner. Very satisfied.
Graeme Campbell
Himanshu Sharma
Amazing services!!!

These clients have agreed to share their stories. Everyone’s situation is different, so their choices and outcomes will be different from yours. Consider your circumstances before deciding what's right for you.

Most Trusted Advisers

Overall practice satisfaction

8.5*

Adviser Trust! Score®

86 %

“Our plans are working and the team members we have dealt with are always helpful, professional and friendly.”

Strength of relationship

8.3*

Overall satisfaction with service

8.4*

Overall satisfaction with main adviser

8.7*

“SWFS Financial Group were great at explaining the processes to us, and very professional in implementing them.”

Instilling trust

8.8*

“SWFS Financial Group is very responsive to our needs and has a high standard of customer service. Our requests have always been carried out promptly and efficiently.”

*Score out of 10. Based on independent research conducted by The Beddoes Institute in August 2018 **www.mosttrustedadvisers.com

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