Michal Bodi

Sydney Financial Planning

Gold
17 Yrs Experience
Edgecliff, NSW 2027
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

Expertise

  • Retirement & Pension
  • Shares & Investments
  • Socially Responsible
  • Growing Assets
My fees
Get in touch

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%

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 88
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Sydney Financial Planning

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

Opening hours

  • 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

Licensed by

Charter Financial Planning

AFSL 234665

4.95
88 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 88

Sort by

5.00

"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.'"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The main thing that Michal has offered me is peace of mind. I want to know that I am not being offered products simply to hit quotas, and I don’t think that has ever happened. Michal and the team show a great attention to detail, care, and willingness to listen. While I’ve known him only a short period of time, I am motivated to leave this feedback because I’ve seen Michal handle both mine and my mother’s account. He handled our accounts with fine acuity and genuine concern."

  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"What has added the most value since working with Michal? Simply plotting life goals to a timeline, coming up with a realistic plan and expectations has provided clarity and encouragement to be in a financial position to achieve what we want and more!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Doing the 'leg work' for me in helping me plan my financial future is most valuable for me. My time is mine. I prefer Michal to do works :)"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michal Bodi is the best - working out what you should do and when. Prepare now for the future! Cannot recommend him highly enough to assist you with your financial planning and coaching."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Been clients of Michal Bodi since 2012 and we don't know where we'd be without his advice. His guidance and ongoing coaching made us more aware of our situation and we feel confident about our future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hi Michal Thanks again for the late appointment yesterday and for agreeing to work with us. We are definitely excited about working together into the future, and though it’s only early stages, I feel very comfortable - more so now that you have taken the time to look at and explain the insurance aspect to us. As well as sharing your planning experiences, which really puts things into perspective. We'd love to refer you to others, would you prefer we share your phone or email contact detail? Thanks again mate."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thanks to Michal, I now have a clear understanding of my financial situation. His expert advice has put me well on the way to purchasing my first home and filled me with confidence for the future"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 88

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2018

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP

Responsible Investment Association Australasia (RIAA)

Membership type
Member
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