Listen to real stories and testimonials from clients who have had their lives changed for the better with the help of financial advice

Navigating the Ups and Downs - Carol Sim's Story

Carol Sim, a recently retired accountant, shares her story fo the ups and downs, and what part of the financial process with Sydney Financial Planning she found most valuable.

A client of Sydney Financial Planning for more than 19 years, Carol Sim discusses the comfort she has had with Bill Bracey's financial planning expertise guiding her through the various ups and downs such as the Global Financial Markets and out the other side.

Want to know more about how we help real people? See our collection of stories about our clients. 


Listening to real customers can offer us so many insights...

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Suite 13 / 201 
New South Head Rd
NSW 2027

02 9328 0876

Sydney City

Level 10 / 20 
Martin Place
NSW 2000

02 9328 0876


Shop 1 / 225 
Princes Highway
NSW 2518

02 4229 8533

02 9328 0876

Come visit us by appointment at one of our four office locations.