Sydney Financial Planning

• ABN
  29 606 413 254

Sydney Financial Planning is an investment and retirement planning practice with its main office at Suite 13, 201 New South Head Road in Edgecliff. William Bracey established the firm as W. Bracey Sydney Financial Services in 1988, and it has offered specialist investment and retirement planning advice since then. The practice also trades as Illawarra Financial Planning and has further offices at Crows Nest and Corrimal.

Areas of advice

The planning team describes its specialist skills across:

• Wealth creation strategies
• Retirement planning, both preparing for retirement and structuring income once retired
• Transition to retirement strategies
• Self managed super funds and DIY super advice
• Risk management strategies
• Aged care
• Small business and business succession planning
• Tax financial planning
• Advice for clients starting over after divorce or a financial settlement

How they work

The practice organises its advice around life stages, from starting out and young professionals through to families, starting over, preparing for retirement and already retired. There are five planners on the team, each with their own specialities, and the firm describes itself as being in the trust and relationship business rather than the product business. Sydney Financial Planning Pty Ltd is an authorised representative and credit representative of Charter Financial Planning Limited, AFSL and Australian Credit Licence 234665.

Offices and contact

The Edgecliff office is at Suite 13, 201 New South Head Road, Edgecliff NSW 2027, on (02) 9328 0876. The Crows Nest office is at Suite 11, 300 Pacific Highway, Crows Nest NSW 2065, on the same number. The Corrimal office is at Shop 1, 225 Princes Highway, Corrimal NSW 2518, on (02) 4229 8533.

Common questions

How long has Sydney Financial Planning been operating?

William Bracey established the practice in 1988 as W. Bracey Sydney Financial Services, so it has been advising on investment and retirement planning for more than thirty years.

Where are the offices?

Edgecliff is the main Sydney office at Suite 13, 201 New South Head Road. There are also offices at Crows Nest and, under the Illawarra Financial Planning name, at Corrimal.

Can they advise on self managed super funds?

Yes. SMSF and DIY super advice is listed among the specialist skills of the planning team, alongside superannuation and transition to retirement strategies.

How do I arrange a meeting?

Call (02) 9328 0876 or use the request a meeting form on the practice website. You can also read the individual planner profiles first and ask for the adviser whose specialities match your situation.

Location