Sheffield Financial Group
About the company
Sheffield Financial Group is a Sydney-based financial advisory firm founded by Gus Taylor, who serves as Founder & Senior Financial Adviser. Taylor was named Young Financial Planner of the Year at the Australia Wealth Management Awards.
Sheffield Financial Group works with Australia's leading financial providers and has helped hundreds of people optimise their financial situation. It only proceeds with clients if it can add significant value. Services include a free first consultation with no obligation and scheduled check-ins to track performance.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
We had a great experience working with Darin from Sheffield. He has been thorough, responsive and supportive throughout the process. His professionalism and excellent customer service made everything easy for us. We would highly recommend Darin to anyone looking for a knowledgeable and reliable insurance/financial adviser.
Very Friendly Staff. Always helpful and guide in right direction to achieve your goals when it comes to Financial Planning
Tom Currie at Sheffield Financial was fantastic to deal with. He made the whole financial planning process straightforward and easy to understand, taking the time to explain everything clearly without any pressure. He was professional, knowledgeable, and genuinely had my best interests at heart. I'm really happy with the advice and service I received and would highly recommend Tom to anyone looking for honest, reliable financial planning. Thanks again, Tom!
Sheffield Financial has made me feel supported and more confident about my future. Nic is always available when I need guidance and shows real compassion for his clients. I’ve really appreciated the reliable advice and guidance.
I am incredibly grateful for Angus and the team at Sheffield Financial. Really took the time to understand my situation and goals. They created a plan for me that provided clarity on how to achieve them. Highly recommend!
Couldn’t be happier with the service from Gus & Team. He made the whole process really easy and explained everything in a way that actually made sense. Nothing ever felt too hard, and he kept things moving so it was all pretty seamless from start to finish. It’s a great feeling knowing my financial affairs are now in order. I’d happily recommend Gus to anyone looking for someone who knows their stuff and genuinely wants to help
Financial advisers & planners in Sydney compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Sheffield Financial Group (this page) | ★ 5,0 | 19 | No |
| 2 | Jason O'Connell - Financial Life Planner | ★ 5,0 | 35 | No |
| 3 | Alchemy Wealth Partners | ★ 5,0 | 23 | No |
| 4 | Alteris Financial Group | ★ 5,0 | 67 | No |
| 5 | Ethinvest | ★ 5,0 | 1 | No |