Sydney Financial Planning advice that stands the test of time Listen to real stories and testimonials from clients who have had their lives changed for the better with the help of financial advice
Meet Our Clients
Listen to real stories from real clients...possibly just like you!
Leigh Coppin's Story
Leigh Coppin talks about what challenges her, what she enjoys and how financial security is helping her achieve what she wants in life.
Bob and Vincenza Lavalle's Story
Bob and Vincenza Lavalle from Wollongong talk about family, grandchildren and growing up. Like most of us, they've had challenges, but have ended up in a very good place.
Starting a Family - Sarah and Javier’s Story
Sarah and Javier share their experience of wanting to put some steps in place for when they start thinking about starting a family, and how they engaged the professional advice of Michal Bodi and Sydney Financial Planning.
Dreams & Future Plans - Janice Fenton's Story
Everyone has a story of dreams and future plans. And this one belongs to Janice.
Accountability & Guidance - Chanel Murphy's Story
Chanel talks about how much sound guidance and accountability has changed her life since she became a client of Sydney Financial Planning.
Planning for the Future - Deb Campbell's Story
Deb Campbell talks about planning for the future and her experience with Senior Financial Planner and Partner, Gary Winwood-Smith.
A Flourishing Portfolio - Alanna Van Den Boogaard's Story
Alanna has been a client of Sydney Financial Planning for just 2 years and has already established a flourishing portfolio for herself.
Navigating the Ups and Downs - Carol Sim's Story
Carol Sim, a recently retired accountant, shares her story fo the ups and downs, and what part of the financial process with Sydney Financial Planning she found most valuable.
A valued relationship - Robert Harris' Story
Robert is an IT Contractor with four children and shares why he's such a firm believer in what Sydney Financial Planning offer in terms of services both monetary related and relationship based.
Starting Young - Nick and Kylie's Story
Nick & Kylie - a young creative couple from Brisbane, are starting young and just entering the world of financial complexities and forming the right money habits which will make a world of difference to them later in life.
The Journey of Life - Barbara Stewart's Story
Barbara Stewart talks with Michal Bodi on the journey of life.
Join us for a friendly chat about your financial goals.
Get in touch or make an appointment
Edgecliff
Suite 13 / 201
New South Head Rd
Edgecliff
NSW 2027
Sydney City
Level 10 / 20
Martin Place
Sydney
NSW 2000
Corrimal
Shop 1 / 225
Princes Highway
Corrimal
NSW 2518