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Swift Business Solutions

Swift Business Solutions

5.0(4 reviews)See reviews ↓·Bathurst

About the company

Swift Business Solutions is a financial advisory firm based in Bathurst. It is a regional company. Swift Business Solutions Pty Ltd is an Authorised Representative of FYG Planners Pty Ltd. The firm specialises in working with self-employed clients and Self-Managed Superannuation Funds. It also specialises in working with owners of small to medium sized businesses. Swift Business Solutions provides financial planning and strategic investment solutions.

What customers say

Based on genuine customer reviews

Individuals weighing up their financial options who turn to Swift Business Solutions consistently describe a supportive and informative experience, with the firm's investment and superannuation consulting work in Bathurst attracting praise for its personal approach. Nic is named repeatedly for his professionalism and friendly manner, and reviewers note that his explanations made complex financial matters easier to grasp. The advice is described as clear and shaped around each client's circumstances, with people reporting they left appointments far better informed about their finances and future investments.

A readiness to help clients set long-term goals that fit their aims runs through the feedback, and the discussions themselves are characterised as engaging, with understanding building as they go. Communication emerges as a particular strength, with Nic putting clients at ease when talking about money and offering the kind of individualised guidance that gives people a practical sense of direction. Those who shared their experiences also appreciated the time taken and signalled they would return for further guidance, reflecting a pattern of goal-focused support.

Investment serviceSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

AB
Amy Bedwell8 January 2025

Nic is extremely professional and personable. He was able to provide great advice about my situation and was willing to support me to long term plans that align with my future goals. Thank you so much Nic, looking forward to meeting again!

SB
Sarah Bradbury16 March 2020

Nic made us feel at ease, was a great communicator and gave clear personalised advice. We now feel much more informed about our finances and future investments.

JD
James Dunk16 September 2019

Very engaging experience. I understand everything so much more now! Nick was a great communicator.

TB
Tass Burns13 May 2019

Financial advisers & planners in Bathurst compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Bathurst are compared.

RankProviderRatingReviewsOpen Sat.
1Swift Business Solutions (this page)★ 5,04No
2Dare Financial Solutions★ 5,02No
3Breakfree Financial Management★ 5,02No
4FinAdvice Financial Planning★ 4,918No
5MBA Wealth Solutions★ 4,934No
Contact
+61263344455www.swiftbiz.com.au5/229 Russell St, Bathurst NSW 2795
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed