Speak with us today02 9328 0876

We want our clients to have positive and life changing experiences by working with us. Each and every experience is unique to them and their individual circumstances - here is what a few of them have to say...

Married with three children...

"Bill and the staff always go far and beyond expectations to assist us. We really trust Bill's judgement when it comes to financial advice.  So far, he has never let us down and has become more of a friend than a business acquaintance.right quote

Married with two teenage children and a mortgage...

"Sydney Financial Planning keep us on track with our future goals and update my financial plan when things change. They've been our trusted ally for the past 18 years! right quote

Married with one teenage child...

"Bill is magnificent! He is flexible and friendly and took the time to get to know me and the reasons behind my seeking financial advice. I would recommend him to my family and friends. right quote

Finetuning his life before retirement...

"Gary explained things in an easy to understand way and has given me peace of mind with my financial situation. right quote

married with two adult children...

"Gary met me at a time that suited me before work, and we had a wide ranging talk about the alternatives available to our family. He addressed all our financial concerns and he provided excellent advice to us both. right quote

Finetuning his life before retirement...

"Michal is passionate and informative. He keeps me in the loop with what’s happening within global markets and explains how this relates to my personal financial situation in a way that I understand and am comfortable with. He is honest and upfront with all the positive and negative implications this might have for me. Michal Bodi has shown me possibilities I was previously unaware of and I trust his judgement because of his experience in financial planning.right quote

Retired with two adult children...

"The way our financial planner explained everything was great. Michal made sure we understood everything before we left his office. We are very happy with the service we receive and the way he communicates with us. right quote

Renting with one small child...

"I was impressed that Michal really listened, and 'got' my situation and the advice has been spot on. I appreciate his continued support and focus which keeps me moving ahead. I have always been suspicious of financial planners and it has been a beneficial turnaround for me to meet Michal Bodi. right quote

  • affiliate charter
  • affiliate cqap
  • affiliate fpa
  • affiliate mta 2015affiliate mta 20162017 Most Trusted Adviser