Us in the Community

We take the time to make a difference in our community.

Support Michal Bodi in the 2023 MS Gong Ride

Ride Michal Ride!!

2023 MS Gong Ride - Sunday 5th November

Michal Bodi - Senior Financial Planner of Sydney Financial Planning has entered the 2023 MS Gong Ride and will be riding his bike from Sydney to Wollongong, a phenomenal 54 km, to support people living with Multiple Sclerosis (MS).

Congratulations to Bill Bracey, Gerald Lippman Perpetual trophy winner

We are extremely proud to share Bill Bracey has been awarded winner of the highly acclaimed industry recognition award Gerald Lippman Perpetual Trophy for 2018.

Your Best Interest - Helen's story about financial security

Bill Bracey featured on the Your Best Interests TV show with Helen - see how professional Financial Planning helped her and her family achieve financial security beyond what she thought was ever possible.

Sir David Martin Foundation

Sir David Martin Foundation

Sydney Financial Planning has been involved in helping the community in many capacities over the past 30 years. In 2014 we became involved with the Sir David Martin Foundation and have actively been involved in various fundraising campaigns.