Michal Bodi

Sydney Financial Planning

Gold

19 Yrs Experience

Edgecliff, NSW 2027

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Voted Most Trusted Adviser® in 2014, 2015, 2016, 2017, 2018 (according to clients surveyed by independent Beddoes Institute).

I've dedicated my career to showing people what really matters, what they need to focus on and what is just noise when it comes to building and preserving wealth.

I work with people who seek simple and elegant lifestyle with a purpose, while minimising tax, fear and anxiety about financial decisions.

I specialise in Behavioural Investment Counselling, advising High Income Earners & High Net Worth individuals to invest and plan their real wealth through all the cycles of the economy and all the fads and fears of the market. Planning for passive income one doesn’t outlive and creating a significant legacy to one’s heirs via program of lifetime equity investing.

Michal Bodi - 0422 76 33 61

mbodi@sydneyfinancialplanning.com.au

#moneybehaviour

Retirement & Pension
Shares & Investments
Socially Responsible
Growing Assets

How I earn my fee: Quantifying goals, crafting a long-term plan, funding the plan with a long term portfolio - 20% Coaching clients to continue working the plan through all the cycles of the economy, and all fads and fears of the market - 80% Analysing/interpreting the economy and current events - 0% Timing the market, calling tops and bottoms - 0% Identifying consistently top performing investments - 0% Total - 100%

5.00 June 2022

The fact is I can fully rely on Michal Bodi so I can focus on living my life.

5.00 April 2022

Michal is trustworthy and reliable and I fully trust him with my money.

5.00 March 2021

Michal and the team at Sydney Financial Planning has been extremely professional and courteous in assisting me with my finances, and with preparations for a sound, prosperous retirement. They provide clarity with the financial processes involved, explaining strategies specifically centred around my needs, allowing for the setting of attainable goals for my financial security. I have no hesitation in recommending their services and expertise to all prospective clients.'

5.00 June 2020

I reached out to Michal and SFP as an individual who needed help with debt management as well as investment planning for the future. As someone with little to no experience in managing my finances efficiently, it was such a relief to have the kind of trusted advice and support that Michal has provided and continues to provide. Through working with Michal, I've been able to completely change my perspective on my finances and my ability to achieve my financial goals. I would highly recommend Michal and SFP if you need help with any type of financial planning and advice. Everyone is so kind around the office and they genuinely care about the success of their clients.

5.00 October 2018

Michal has given myself & Kelvin great advice on budget management, superannuation, goal setting and managing debt. We love coming in to visit Michal, the my prosperity app is super helpful and we look forward to the long term advice. Thanks so much!!! Highly recommend

Adviser status Gold
Rating 4.95
Number of reviews 90
First year providing advice 2005
Years of experience 19
Highest qualification
- Graduate Diploma of Financial Planning
Language spoken
- English

Sydney Financial Planning

Suite 13, 201 New South Head Rd
Edgecliff, NSW 2027

Suite 1, 225 Princes Highway
CORRIMAL, NSW 2518

8:00am – 4:00pm Monday
8:00am – 5:00pm Friday
8:00am – 7:00pm Tuesday
9:00am – 6:00pm Wednesday
9:00am – 7:00pm Thursday

Charter Financial Planning

AFSL 234665

Michal Bodi

Sydney Financial Planning

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Sydney Financial Planning

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Charter Financial Planning