Shitij Mann

Vera De Castro

We’ve had the pleasure of working with Shitij as our financial adviser for many years, and we couldn’t recommend him more highly. He has expertly guided both our business and personal finances, helping us make sound financial decisions throughout our working years while also setting us up for a comfortable retirement. His advice on structuring our business finances has been invaluable, giving us confidence that we’re making the right decisions today while building long-term financial security for the future. Shitij is incredibly knowledgeable, highly experienced, and always up to date with changes in the financial industry. He combines technical expertise with practical, sensible advice that is tailored to our circumstances. His quiet passion, integrity and strong work ethic are reflected in the exceptional level of service he consistently provides. Behind the scenes, Sukriti plays an equally important role. While much of her work goes unnoticed by clients, her dedication, organisation and support are clearly reflected in how smoothly and professionally the business operates. Together, they make a fantastic team. Their friendly and capable team is always welcoming, responsive and efficient, making every interaction a positive experience. We have complete trust in Shitij, Sukriti and their team, and genuinely feel our financial future is in safe hands. If you’re looking for advisers who are experienced, trustworthy, knowledgeable and genuinely invested in helping their clients succeed, we highly recommend them.

Anne Flint

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.

Gordon Stanley

We have been a client of SWFS for many years and find them highly professional. It has been a pleasure to work with Shitij, Angela and the rest of the team and would recommend them to our friends and family.

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 …

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

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.