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 90
  • 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