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SWFS Financial Group
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02 8824  7881
03 8394 0300
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Cash-flow Management

Everyone can benefit from having a budget. The purpose of a budget is not to make you go without or force you to save. It simply allows you to manage your money in a controlled and effective way and understand where you are spending your money.

Getting married
Becoming a parent
Becoming your own boss
Saving for something special
ACCESS CALCULATORS

Contact us

Office Hours
9am – 5pm Monday – Friday

Sydney

Building B, Office 119
20 Lexington Drive
Bella Vista NSW 2153

02 8824 7881

Fax

02 8088 6175

Katoomba

86 Lurline Street
Katoomba, NSW 2780
Katoomba RSL
(by appointment only)

02 8824 7881

Fax

02 8088 6175

Melbourne

Suite 6
202 Ferntree Gully Road
Notting Hill, VIC 3168

03 8394 0300

Disclosure Statement

Sydney West Financial Services Pty Ltd ABN 15 132 442 490 trading as SWFS Financial Group - Sydney is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited (Australian Financial Services Licence and Australian Credit Licence No. 232706). Financial Services and Credit Guide (FSCG)

Strategic Wealth Financial Services Pty Ltd ABN 65 669 988 069 trading as SWFS Financial Group - Melbourne is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited (Australian Financial Services Licence and Australian Credit Licence No. 232706). Financial Services and Credit Guide (FSCG)

General Advice Warning

If you decide to purchase or vary a financial product, your Financial Adviser Shitij Mann, the licensee, its associates and the product issuer may receive fees and other benefits. The fees will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments. Please contact us if you want more information.

Links to external websites

These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to SWFS Financial Group or Akumin Financial Planning in any way. SWFS Financial Services and Akumin Financial Planning does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

Our Client Testimonials

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

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