Testimonials

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.

Anne Edwards
Excellent work & knowledge
Vera De Castro
We’ve had the pleasure of working with Shitij as our financial adviser for many years, and we couldn’t recommend him more highly.

He has expertly guided both our business and personal finances, helping us make sound financial decisions throughout our working years while also setting us up for a comfortable retirement. His advice on structuring our business finances has been invaluable, giving us confidence that we’re making the right decisions today while building long-term financial security for the future.

Shitij is incredibly knowledgeable, highly experienced, and always up to date with changes in the financial industry. He combines technical expertise with practical, sensible advice that is tailored to our circumstances. His quiet passion, integrity and strong work ethic are reflected in the exceptional level of service he consistently provides.

Behind the scenes, Sukriti plays an equally important role. While much of her work goes unnoticed by clients, her dedication, organisation and support are clearly reflected in how smoothly and professionally the business operates. Together, they make a fantastic team.

Their friendly and capable team is always welcoming, responsive and efficient, making every interaction a positive experience.

We have complete trust in Shitij, Sukriti and their team, and genuinely feel our financial future is in safe hands. If you’re looking for advisers who are experienced, trustworthy, knowledgeable and genuinely invested in helping their clients succeed, we highly recommend them.
Photo from customer review
Paul Walters
Highly recommend Khyati and the team. Great service. Great advice and extremely thorough with detail.
Howard Nelson
Brian
Prompt service and expert advice. Nothing is ever a problem and couldn't be happier.
Olivia L
I had a few consultations with Angela, and she's been great, really knowledgeable and explains things clearly. I had many questions but she was so patient in answering every single one!! I appreciate how she’d follow up, check in, and make sure I understand what I'm entitled to and how to claim it. Also always does her best to accommodate my schedule. Highly recommend!
Aziz Akhtar
Peter Loader
HUNG TRAN
Very friendly staff and helpful services with your superannuation growth.
Ljubomir Oblikov
Highly professional outfit. Happy to recommend them.
antonio biasi
Thank you Lucia for helping me
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
Chris Sullivan
Great helpful service from all the staff
janelle willis
Friendly and professional service. Taking the time to explain and give the best advice for situations that matter to me at my stage of life.
Keith Turner
Gordon Stanley
We have been a client of SWFS for many years and find them highly professional. It has been a pleasure to work with Shitij, Angela and the rest of the team and would recommend them to our friends and family.
Anne Flint
Always been happy with the service and advice from SWFS Financial Group.
Shitij, and now Jyoti, have guided our journey from working and building financial security, into retirement.
Louis Baumann
We are very happy with our financial advisors. Everyone is very professional, helpful and very friendly. I can very highly recommend them.
David McConnell
I have been a client of SWFS for around 15+ years and am very happy and satisfied with their overall performance. The staff are always most professional and I feel that our superannuation funds/investments are well managed and the directions and strategies adopted to protect and maximise our return on investments are excellent.
I would therefore have no hesitation in recommending their services to anyone searching for a financial services company who will manage, protect and maximise their investments.
Chris Dracos
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.
Jeff Coleman
Excellent service and completely happy with the outcome over the past 3 years.

Bernie Carlyon
Daz was very helpful & clear .we love the service & never had a issue
Michael Scilini
SWSF have been quick to respond to any questions or requests. They are easy to contact and respond promptly and fully to all approaches I highly recommend SWSF with a special thanks to Damien and Das.
David Ackland
We are very happy with the advice given. Daz listened, advised and implemented what we needed.
Simon Donlen
Professional approach. Depth of information provided and astute understanding of client needs.
Julie Cowell
Very professional service. Feel at ease with the advisers. Good follow up with clients.
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!!!

user

Would recommend Matthew to any new clients.

Denis Buck and Patricia Farmer

user

I have found Jyoti to be friendly and helpful and a please to be associated with. I trust her advise as she really listens to my views and needs.

Anonymous client

user

Advice is always well explained by Matthew. All Staff are very helpful. Comfortable with the experience

Graeme Bentley

user

In the time I have been with Sydney West / AMP, the original requirements I requested have been follows and I have been extremely happy. In all truth just continue Jyoti and SWFS Team.

Gordon Jackson

user

Sydney West Financial Services have been looking after our superannuation and investments portfolio for 4 years. During this time, I have found Shitij Mann and his staff very trustworthy in handling our financial affairs. Sydney West Financial Services have given us sound advice based on their analysis and periodic monitoring of the markets and have put us on a positive direction financially for the future, we are very pleased with the results thus far. Their knowledge of the volatile financial market and industry experience is exceptionally high and I have no hesitation in recommending Sydney West Financial Services to anyone that wants good sound advice on Investments and Superannuation.

Joseph and Carmen Stoakes

user

Thank you very much for your help and professional advice concerning my superannuation.  You have gone above and beyond your duty in explaining and supporting me with your expertise.  I am most grateful to you for your patience and elegance in trying to point out that I may not be on the right path deciding to go all cash.  I do appreciate your professional diligence. 

All the very best.

 

Ljubo

user

Found Edward to be very professional, trustworthy, attentive, and Experienced. I felt totally relaxed with his advice and would recommend him to any friend or work colleague which I already have.

Peter Roberts

user

We have known Shitij Mann for the past 6 years. He started off as our Financial Advisor and ended up becoming a good family friend. This happened due to his highly personalised services which could not be faulted and his close walk with us mentoring us in understanding financial planning.

He is a genuine person who unlike many, takes personal interest in every minute detail, spends his time and effort to understand your needs and caters to suit that. His plan is so tailored to individuals and he often checks on us if we are on the right track! He is highly knowledgeable and he always goes about doing his business with absolute integrity and we felt confident in trusting him.

We have become more skillful in our financial dealings and we would like to express our heartfelt thanks to Shitij and wish him more and more success in his career.

Roshini and David Paul

user

We have been with Sydney west financial services for the last two years, we have found them to be very professional and helpful.

With good advice and a friendly manner, we highly recommend Sydney west financial services to anyone, for their financial needs.

Joe and Doris Vella

user

I am very happy with Sydney West Financial Services.

The financial planning and advice Shitij Mann has given me over the years has been excellent. I also find the girls in the office Kelly and Khyati very efficient and helpful. I would not hesitate recommending Shitij Mann to anybody who needs financial advice.

Kenneth James Clark