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Sydney Financial Planning
201 New South Head Road, Edgecliff New South Wales 2027
About Sydney Financial Planning
Welcome to Sydney Financial Planning, a leading establishment in the world of finance and a point of interest for individuals seeking specialized investment and retirement planning advice. Located at Edgecliff, New South Head Road, our institution is dedicated to helping you establish, maintain, and enjoy your full financial potential.
At Sydney Financial Planning, we understand that each individual has unique goals and aspirations. That's why we offer strategic financial plans that reflect what is important to you and guide you towards where you want to be. We are proud to be recognized by the Beddoes Institute as a 'Most Trusted Adviser' (MTA) practice, a testament to our commitment to providing exceptional service.
What sets us apart is our unwavering dedication to making a fundamental difference in the lives of our clients. Our talented team is available to meet with you at our Edgecliff office in Sydney's Eastern Suburbs, or our Corrimal office in the Illawarra's North Coast. We believe in understanding your unique story and circumstances, and finding solutions that resonate with you.
Take Leigh, for example. Through our personalized approach, we were able to help her find the perfect plan that aligned with her future goals and dreams. Each client has their own story, and we take pride in being a part of their journey towards financial success.
When you visit us, you will meet our dedicated team of professionals including William Bracey, Michal Bodi, Gary Winwood-Smith, and Steven Stolle. Together, we are committed to making a fundamental difference in your life and helping you achieve your financial goals.
Conveniently located at Suite 13, 201 New South Head Rd, Edgecliff, NSW 2027, we invite you to schedule an appointment and visit us at one of our two office locations. Whether you are in Sydney or the Illawarra region, we are here to provide you with the expert financial advice you need.
Sydney Financial Planning Pty Ltd (ABN 29 606 413 254), trading as Sydney Financial Planning & Illawarra Financial Planning, is an Authorised Representative and Credit Representative of Charter Financial Planning Limited ABN 35 002 976 294, an Australian Financial Services Licensee and Australian Credit Licensee No. 234665.
Please note that the information on this website is general in nature and does not take into account the objectives, financial situation, or needs of any particular person. We encourage you to carefully consider your own financial situation and needs before making any decisions based on the information provided.
Choose Sydney Financial Planning for personalized, trusted, and expert financial advice that will help you unlock your full financial potential.
Photos of Sydney Financial Planning
Suite 13/201 New South Head Rd, Edgecliff NSW 2027, Australia
Opening hours of Sydney Financial Planning
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews of Sydney Financial Planning
"My partner and I initially approached Sydney Financial Planning looking for advice on how to structure our finances together. Since then we’ve been working with Michal, who has helped guide us towards defining and clarifying our goals and setting up a financial plan to get there. His process and advice have helped remove a lot of the ‘noise’ and confusion in this space, and given us confidence to take action."
"Michal Bodi has been advising my husband and I on our financial matters for a number of years now and we have been so appreciative of his guidance and advice. He always explains things in easy to understand language and we have absolute and full confidence in Michal and his team. They were especially helpful during the COVID pandemic by keeping us calm and not panicking about our finances. We would highly recommend Michal and Sydney Financial Planning"
"Gary has helped me plan my pension tax very effectively. By improving the outcome of benefits to be transferred to my children. Gary has been a constant help in providing professional help in the very convoluted area of finance."
"Bill and his team have been advising me for years and they always have my best interests at heart. They are my rock and keep me safe. Their heads are on the numbers and their hearts are in the right place. I would and have recommended them to my closest friends."
"Sydney Financial Planning have been looking after my finances for over 20 years. In that time Michal Bodi has been a brilliant advisor who explains things simply and clearly. My investments are sound and secure with fantastic financial returns. Highly recommended."
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