Bill Bracey

Sydney Financial Planning

Bronze

36 Yrs Experience

Edgecliff, NSW 2027

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Over the last 34 years I have assisted my clients to work towards and realise their dreams. I feel I have the experience to help them through each stage of their lives. I still feel as passionate about helping my clients as I did 34 years ago, but now I have more wisdom and the grey hair to match!

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Small Business Advice
Tax Strategies
Wills & Estates

5.00 December 2024

I now feel more confident in how my money will last in older life. The tax planning and strategy was mind blowing!

5.00 December 2024

I trust Bill & Sydney Financial Planning and are very happy with my progress & financial strategies.

5.00 December 2024

We have built trust with Bill & Sydney Financial Planning. The performance has given us peace of mind.

5.00 November 2024

Bill has delivered a financial plan and aged care plan that gives me and my adult children peace of mind.

5.00 November 2024

Bill and Sydney Financial Planning has given us peace & mind for our future. I was normally always worried about money and the future but now I can relax.

Adviser status Bronze
Rating 4.96
Number of reviews 157
First year providing advice 1988
Years of experience 36
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English