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.

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.
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
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
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.
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.
Pauline Donoghue
We have been with Sydney West Financial Services for almost 10 years now mainly dealing with Shitij Mann. I cannot recommend him and his team highly enough. He is a very intelligent person with a vast knowledge of the finance sector. His advice to us has been exceptional and has helped us to grow our wealth which without him we would not have been able to do. Thank you Shitij and your wonderful staff.
Richard Hammond
SWFS have been our financial advisors for many years. Their advice has enabled us to live comfortably in our retirement.

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