Gary Winwood-Smith

Sydney Financial Planning

Silver
18 Yrs Experience
Edgecliff, NSW 2027
They say 'money ain't everything' yet everything around me makes me want it. Ever since I can remember I've been interested in money. The lesson of working hard for financial reward was instilled in me from a young age – delivering papers, washing cars, mowing the lawn, market stalls, packing groceries, I did it all as a kid in the quest for the latest Air Jordans.   I watched my parents work day and night so they could pay off their mortgage early. Daily sacrifices were made with this goal in mind. The plan was simple; work longer hours and pay off the mortgage ASAP, then we can live a little more in the future. When we wanted something Dad would always say “money doesn’t grow on trees son”. I believed him until I heard “someone is sitting in the shade today because they planted a tree a long time ago”. This challenged everything I knew about money. I wanted to know more about these magical trees. So I found a university course about money and what I was introduced to blew me away. A whole new outlook on money was presented to me – investing. I’d heard about this but I’d never seen anyone invest. I spent the majority of those 3 years in the campus library. I asked myself 'where have these truths been all my life?' and 'why hasn't anyone shared this with me?'. The reality is, you only know what you know. I now recognise the power and peace of mind that comes with having a good understanding of money principles. Is having a good relationship with money one of the secrets to happiness?...For me and my family it is. A happy life for us is when the balance between living today and aspiring for tomorrow is in equilibrium. This is what I strive towards, for my family and my clients. If this resonates with you please get in touch with me. Cheers Gary Ph: 0403 261 292 email: gary@sydneyfinancialplanning.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

Fixed quote fees. Agreed by both parties prior to commencing relationship. Ongoing service agreements are reviewed annually.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 86
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Bachelor of Commerce (Financial Planning and Investments)
  • Language spoken
    • English

Sydney Financial Planning

Suite 13, 201 New South Head Rd
Edgecliff, NSW 2027

Opening hours

  • 9:00am – 5:00pm Wednesday – Friday
  • 9:00am – 7:00pm Monday – Tuesday

Licensed by

Charter Financial Planning

AFSL 234665

4.95
86 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 86

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5.00

"Gary fully explained and together we executed a new financial planning and saving system. This has enabled us to buy a home and set up achievable goals for our future. I feel very secure and happy with the service I have received."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gary has helped us set clear and realistic goals. Gary has provided us with clear communication throughout our relationship. He has recently helped us better understand our cash flow and by setting up a regular savings plan has reduced anxiety around our financial future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After each of our meetings I have a renewed enthusiasm for our path ahead. Gary has provided clarity around our future goals and he ensures we take stock and acknowledge our progress made to date."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"So far Gary has been amazing in setting up our future for me, my wife and our children. He has and is also helping us succeed everyday in business. Wish I met him when we first started our business."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After meeting Gary I now have peace of mind knowing that my family is protected and my money is looked after. We are confident that we are making the right decisions in our lives when it comes to our finances. I highly appreciate the ongoing guidance I get from him and he always puts time aside to help me & my family when ever we need his help."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gary has been able to organise my financial matters to a very coherent level. I now feel much more organised and confident. Gary has also been able to help guide me to organise my estate planning wishes."

  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gary has taken over from an existing adviser who I've known for many years. I've found my time with Gary to be constructive and I look forward to working further with Gary in the future. We're working on putting a plan together in the next few months."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I need my adviser Gary to steer me through this complicated and critically important process of setting me up for the rest of my life. By understanding my position clearly and explaining this simply, Gary has put in place a plan that supports my lifestyle. The most important element Gary has provided is a sense of trust and honesty."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gary has provided amazing communication though out and advice to get the best financial program for our family"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Being provided a holistic overview of what my financial strategy should look like, and reviewing things such as insurance will now give me peace of mind should something go wrong down the track."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 86

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Financial Planning and Investments)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2002

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014
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