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.
Highly recommended.
Stephanie has regularly provided me with advice and this has been backed with sound financial reasons and options so that I was able to play a part in any decision making that affected my super and my financial future wellbeing.
Charges have always been explained clearly and have always been well with the Government guidelines.
I am now in pension phase and the sound financial advice I have received has meant I have been able to live comfortably even after the death of my husband.
I have been with this firm through Superannuation planning, Retirement planning and now Estate planning and i am very satisfied that my interests have been uppermost throughout this process.
Due to the expansion interstate and the huge expansion in the number of clients Shitij is servicing, Stephanie Middlebrook, then became our Planner with Shitij overseeing all the strategies. We were also very very happy with her services including her lovely and caring personality. She went on maternity leave last year and we now have Angela Wu, another brilliant Planner like Shitij and Stephanie.
I can’t recommend SWFS enough. I feel our financial goals would not be where they are today if not for Shitij and his team guiding us. Thank you very much, Shitij, Stephanie & Angela !
Would recommend Matthew to any new clients.
Denis Buck and Patricia Farmer
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
Advice is always well explained by Matthew. All Staff are very helpful. Comfortable with the experience
Graeme Bentley
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
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
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
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
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
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
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.