Michal Bodi
Sydney Financial Planning
Voted Most Trusted Adviser® in 2014 - 2023 (according to clients surveyed by independent Beddoes Institute). I specialise in the following areas:
- investment advice & retirement planning for executives and their families.
- planning after receiving inheritance
- planning after divorce and financial settlements
I work with people who seek simple and elegant lifestyle with a purpose, while minimising tax, fear and anxiety about financial decisions.
My deep expertise is 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.
-
Expertise
My feesGet in touchHow 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
- Number of reviews 95
- First year providing advice 2005
- Years of experience 20
-
Highest qualification
- Graduate Diploma of Financial Planning
-
Language spoken
- English
Sydney Financial Planning
Suite 13, 201 New South Head Rd
Edgecliff, NSW 2027 Suite 1, 225 Princes Highway
CORRIMAL, NSW 2518
Opening hours
- 8:00am – 5:30pm Monday
- 8:00am – 4:00pm Friday
- 8:00am – 6:30pm Tuesday
- 9:00am – 5:30pm Wednesday
- 9:00am – 6:30pm Thursday
Meeting methods
-
In person
Licensed by
Charter Financial Planning
AFSL 234665
