Sweeney Financial Services is a financial planning business, that also incorporates health & wellness into traditional areas of financial planning such as superannuation, insurance, cash flow management, wealth management & home loans. However, you are more than your finances, so our aim is to get to know you as person and take an interest in all areas of your life.
We work together with you, as your “financial coach”. Just like a PT at the gym helps you meet your fitness goals, we coach you to meet your financial goals.
We have an office based in Carlton and we reside in Elwood, and are able to travel to you in the Bayside suburbs.
Phone: 9347 4087