SWFS Financial Group (Sydney West Financial Services)

Financial Advisers & Mortgage Brokers in Bella Vista, New South Wales

4.9 (60)

Category	Financial Advisers & Mortgage Brokers · Insurance broker, Mortgage broker, Aged Care Service
Address	office 119 building b/20 Lexington Dr, Bella Vista NSW 2153
Area	Bella Vista, New South Wales
Phone	(02) 8824 7881
Google rating	4.9 (60)

Opening hours

Monday	9 am–5 pm
Tuesday	9 am–5 pm

About SWFS Financial Group (Sydney West Financial Services)

With over 16 years of experience, we provide tailored financial solutions that grow with you. Whether you're planning for retirement, buying your first home, managing aged care needs, or simply seeking peace of mind, we’re here to help you make confident, informed decisions. What We Offer Financial Planning & Advice Superannuation, Retirement Planning, Investments, Insurance (Life, Total & Permanent Disability, Trauma), SMSFs, and Aged Care Advice Mortgage & Lending Solutions Residential, Investment, Commercial, Business, and Personal Loans.

SWFS Financial Group (Sydney West Financial Services) is a financial adviser in Bella Vista, New South Wales. It is listed at office 119 building b/20 Lexington Dr, Bella Vista NSW 2153, which places it among the local businesses of Bella Vista that residents and visitors turn to when they need this kind of service close by. Besides its main category, the business also describes itself as insurance broker, mortgage broker, aged care service, so it may cover more than the name suggests.

Service businesses like this one usually respond fastest by phone or text. Be specific about location, the scope of work and any deadline, and keep a record of what was agreed. Prices for home services vary a lot between suburbs, so getting two or three quotes is normal. Professional firms generally work from fixed fee schedules.

Opening hours are published for 2 days a week. The most common schedule is 9 am–5 pm. Hours in Australia do change around public holidays and long weekends, so a quick call before a special trip is sensible. The listed phone number is (02) 8824 7881. Many businesses also reply to text messages on the same number if it is a mobile. Its website is swfs.net.au, where you may find menus, price lists or booking options.

Customers rate it 4.9 out of 5 on Google across 60 reviews, placing it among the better-regarded financial advisers & mortgage brokers in Bella Vista.

Bella Vista is in New South Wales, on Australia's east coast, where summers are warm and humid, winters are mild and businesses keep to standard hours year-round with the usual public-holiday changes. Getting around Bella Vista is easiest by car; street parking is metered in busy centres, and most suburban shops have their own car park. Public transport and ride-share apps such as Uber and DiDi operate across New South Wales's larger cities.

See the other financial advisers & mortgage brokers in Bella Vista listed below to compare ratings, hours and locations before you decide. If you own or manage SWFS Financial Group (Sydney West Financial Services), you can claim this listing to correct details, add photos and a description, and receive a verified badge. Everyone else can help by leaving an honest review on Google after a visit.

Is this your business? Claim this listing to update details, add photos and get a verified badge; every verified claim gives $1 to charity. Want more customers? Feature it at the top of financial advisers & mortgage brokers in Bella Vista.

Latest Google reviews

The 5 most recent reviews shown on Google Maps. Reviews belong to their authors; read all of them on Google.

Renegade Kev 3 weeks ago

Khyati and her team are extremely helpful and professional They assisted me in getting the most from my super profile from investments through to insurances and life planning options. Definitely consider giving the team a call if you havent reviewed your superannuation options recently, i am.sure that there will be some way in which thay can improve your current situation.

Alex Poblete Edited a week ago

As always I received a welcoming meeting with Jyoti, we calmly went through my finances and my aims. A pleasure to have Jyoti from SWFS looking after my finances. Seeing things that I myself cannot see when it comes to my finances

Olivia L 3 months ago

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!

Anne Flint 5 months ago

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.

David McConnell 6 months ago

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.

All reviews on Google ↗

Frequently asked questions

Where is SWFS Financial Group (Sydney West Financial Services) located?

SWFS Financial Group (Sydney West Financial Services) is at office 119 building b/20 Lexington Dr, Bella Vista NSW 2153, in Bella Vista, New South Wales. Use the “Open in Google Maps” button on this page for directions.

What kind of business is SWFS Financial Group (Sydney West Financial Services)?

SWFS Financial Group (Sydney West Financial Services) is listed as a financial adviser and is also tagged on Google as insurance broker, mortgage broker, aged care service.

What are the opening hours of SWFS Financial Group (Sydney West Financial Services)?

Published hours are Monday: 9 am–5 pm; Tuesday: 9 am–5 pm. Hours can change on public holidays, so call before a special trip.

What is the phone number of SWFS Financial Group (Sydney West Financial Services)?

You can call SWFS Financial Group (Sydney West Financial Services) on (02) 8824 7881.

How is SWFS Financial Group (Sydney West Financial Services) rated on Google?

SWFS Financial Group (Sydney West Financial Services) has a Google rating of 4.9 out of 5 from 60 reviews.

Does SWFS Financial Group (Sydney West Financial Services) have a website?

Yes, the website of SWFS Financial Group (Sydney West Financial Services) is swfs.net.au (linked on this page).

Are there other financial advisers & mortgage brokers near SWFS Financial Group (Sydney West Financial Services)?

Yes. Bella Vista also has JP Financial Advisors, SMI Financial Solutions among others; see the full list of financial advisers & mortgage brokers in Bella Vista at the bottom of this page.