Illawarra Financial Planning 225 Princes Highway, Corrimal, New South Wales 2518
About the Business
Welcome to Illawarra Financial Planning, located at Corrimal on Princes Highway. As an establishment in the finance industry, we are a point of interest for individuals seeking expert guidance and support in securing their financial future.
Our talented local team is dedicated to your success and has a passion for helping you achieve your financial goals. With years of experience, we have stood the test of time, providing reliable and trusted financial planning services to our clients.
At Illawarra Financial Planning, we believe in creating strategic financial plans that are tailored to your specific needs and aspirations. We take the time to understand what is important to you and guide you towards where you want to be. Our commitment to excellence has been recognized by the Beddoes Institute, which has awarded us the prestigious title of 'Most Trusted Adviser' (MTA) practice.
We understand that having the drive to succeed is a powerful quality. When coupled with a keen focus and a well-defined action plan, the results can be quite amazing. Our aim is to manage and lead your financial behavior, providing clear direction to help you achieve the results you desire.
Making a fundamental difference in the lives of our clients is what motivates us. Our talented team is available to meet with you either in Edgecliff, in Sydney's Eastern Suburbs, or in Corrimal, in Illawarra's North Coast. We are here to inspire you with the stories of other clients who have achieved their financial dreams. These real-life stories can serve as a starting point for realizing your own hopes and aspirations.
What sets us apart is the knowledge that we have made a difference in your life. Our passion lies in knowing that we have had a fundamental impact on your financial well-being.
Illawarra Financial Planning is a trading name of Sydney Financial Planning Pty Ltd (ABN 29 606 413 254), which is an authorized representative and credit representative of Charter Financial Planning Limited (ABN 35 002 976 294). We are proud to be both an Australian Financial Services Licensee and an Australian Credit Licensee (No. 234665).
Please note that the information provided on this website is general in nature and does not take into account the objectives, financial situation, or needs of any particular person. It is important to consider your own financial situation and needs before making any decisions based on the information provided.
Contact us today to start your journey towards a secure financial future.
Photos
Location & Phone number
225 Princes Highway, Corrimal, New South Wales 2518, Australia
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We joined Illawarra Financial Planning as clients in July 2023, and are pleased to have been paired with one of their senior financial planners, Michal Bodi. From the beginning, my partner and I have been impressed with Michal’s approach and communication style. He has helped demystify key financial planning concepts, listen to and help shape our financial goals, alongside a time bound yet flexible plan for realistically achieving these goals. We are keenly looking forward to working with Michal and Illawarra Financial Planning well into the future."
"Michal Bodi @ Illawarra Financial Planning 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 Illawarra Financial Planning"
"I have dealt with Michal Bodi @ Illawarra Financial Planning for many years and now that I’m moving into retirement I can appreciate his guidance and advice over this time. He is always professional and has a wealth of knowledge; explaining things in easy to understand language! He is honest and I feel confident my financial future is being taken care of. Thank you Michal for your ongoing support and advice. It truly is appreciated."
"Michal and the team at Illawarra Financial Planning have been such a great help over the years. Setting up future goals and providing clarity around the steps it takes to get there has been re-assuring and stress free. Check-ins helping to keep on track of your goals or assistance in updating insurances and investments, it’s more like talking to a friend who wants to help than a planner."
"Michal has been an asset in our lives. He is interested and enthusiastic about helping us set and achieve our financial goals (in a way so we also understand how we will get there!). He's very accessible, and ready to help make adjustments to our plans as our needs change. Michal and Nic are also very patient and regularly follow up when forms need to be signed or accounts or insurance set up etc. They provide an excellent service, which has really improved our lives and lowered our stress levels. Highly recommend!"
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