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About me
Voted Most Trusted Adviser® in 2014, 2015, 2016, 2017, 2018 (clients surveyed by independent Beddoes Institute).
I specialise in two main areas – cashflow coaching and behavioural investment counselling.
The first one includes financial coaching of young people on high incomes (typically before they start a family), helping them with cashflow and maximising their financial potential, while minimising the stress and anxiety.
The second part involves helping clients invest through all the cycles of the economy and all the fads and fears of the market. It’s based on focusing on the only variable we can fully control when it comes to investing – their investor behaviour.
I work with people who seek a simple and elegant lifestyle with purpose. My financial coaching addresses client’s personal values and closes the 'behaviour gap' between all the things we (know we) should be doing and the things we actually do.
It takes clients through the process of ‘unlearning’ unhealthy money habits and replacing them with simple, elegant and practical money behaviour. It’s not only critical for building real wealth but also develops a confident and healthy money mindset for life.
If this resonates with you, please drop me an email - mbodi@sydneyfinancialplanning.com.au
Michal Bodi - 0422 76 33 61
Please also visit 'My Videos' section of my profile for some client stories and experiences.
#moneybehaviour
Authored by me:
Reviews
4.9
out of 5 starsAnnie
Under 35 years old"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."
25 Jun 2020Summar
Under 35 years old"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 "
09 Oct 2018Marcus
Under 35 years old"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. "
20 Jul 2018Amelia
Under 35 years old"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!"
29 Jun 2018Mel
46-55 years old"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 :) "
30 Apr 2018Marina
56-65 years old"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."
06 Apr 2018Videos
My Expertise
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Budgeting
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COVID-19 Early Super Access
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Growing Assets
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Insurance & Protection
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Managing Debt
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Redundancy
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Retirement Planning
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Socially Responsible Investments
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Superannuation
Key information
- Adviser rating
- Platinum
- Years Experience
- 15 Years
- Highest qualification
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Advanced Diploma of Financial Services (Financial Planning)
- Industry Memberships
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2 total
- Address
- Edgecliff Mews, Suite 13 201 New South Head Road
EDGECLIFF, NSW, 2027 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Sydney Financial Planning
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Charter Financial Planning Limited
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Licensee owned by
AMP LIMITED
My Qualifications
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Certificate IV in Finance and Mortgage Broking (2018)
Level of Qualification: Level 4 - Certificate IV
Institution: Kaplan Professional
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Diploma of Financial Services (Financial Planning) (2009)
Level of Qualification: Level 5 - Diploma
Institution: Tribeca
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Advanced Diploma of Financial Services (Financial Planning) (2005)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Kaplan Professional
My Memberships
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Association of Financial Advisers (AFA)
Level of Membership:
Practitioner Member
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Responsible Investment Association Australasia (RIAA)
Level of Membership:
Member
My Fees
- Personal Advice
- starting from $850
- Ongoing Advice
- starting from $40 per wk
- Details
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Standard first meeting fee is $99. I only speak to people who have already acknowledged they need guidance and who are committed to planning of their future. The initial fee will count towards the initial financial plan fee. All fees are transparent and agreed upon before any work is commenced. I will only accept a new client if the potential value I can deliver is a high multiple of the fee charged.
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Annie
Under 35 years old"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."
25 Jun 2020Customer opinions
Summar
Under 35 years old"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 "
09 Oct 2018Customer opinions
Marcus
Under 35 years old"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. "
20 Jul 2018Customer opinions
Amelia
Under 35 years old"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!"
29 Jun 2018Customer opinions
Mel
46-55 years old"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 :) "
30 Apr 2018Customer opinions
Marina
56-65 years old"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."
06 Apr 2018Customer opinions
Lindsay and Bev
56-65 years old"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."
05 Apr 2018Customer opinions
Adam
Under 35 years old"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. "
22 Mar 2018Customer opinions
Scott
Under 35 years old"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"
15 Mar 2018Customer opinions
Cherril
65+ years old"We value the trust we have in our planner - Michal Bodi. That peace of mind is the biggest value for us."
14 Mar 2018Customer opinions
Gordon
65+ years old"It's the simple peace of mind that we're well looked after by Michal. We're in good hands and that gives us confidence."
14 Mar 2018Customer opinions
Brian
65+ years old"Effective tax planning, asset preservation (and retirement plan) using comfortable projected retirement earnings. Will recommend Michal and SFP when opportunity arises. "
11 Oct 2017Customer opinions
Eric
65+ years old"Very clear and thoughtful forward planning! Great to have an ongoing access and day-to-day financial reports online. Michal is very personable and caring adviser."
11 Oct 2017Customer opinions
Kristian
35-45 years old"The biggest value for us is the communication about what and where the money is going and also why we need to to this. We're very happy with the trusted information source. It gives us the guidance to go by and to be in control."
06 Oct 2017Customer opinions
Michelle
35-45 years old"Since working with Michal he has met my expectations, he has been very professional and competent, he regularly stays in touch and provides suggestions and updates. I would highly recommend Michal to help with your financial needs."
06 Oct 2017Customer opinions
Christopher
65+ years old"Knowing that my retirement portfolio will always be able to fund my lifestyle, now and in retirement, provides me with a lot of satisfaction and peace of mind. I'm very happy with Michal's ongoing advice. "
06 Oct 2017Customer opinions
Tanya
46-55 years old"Michal has been able to do something that was needed to be done a long time ago - get me to start planning for my and my son's secure future. Now I have certainty that we'll be ok and I've got something to look for. Thank you Michal!"
09 Aug 2017Customer opinions
Tony and Gail
56-65 years old"Michal has given us direction and confidence for our future. We're relieved to find out there are ways to have our lifestyle sustained into retirement so we can still enjoy life. "
02 Aug 2017Customer opinions
John and Catherine
46-55 years old"Thank you Michal Bodi and Sydney Financial Planning for a thorough practical education and explanation of how easy it is to slip behind for retirement. Very informative. A lot of planning needs to be done for our retirement. We're in good hands."
02 Aug 2017Customer opinions
Robert
56-65 years old"I can now see how my money is working and have a clearer idea of the end result. The future looks much more affordable for me now. "
06 Jul 2017Customer opinions
Carlos
46-55 years old"Michal provides me with a financial perspective for my future, which I don't typically think about myself. After several years of discussions I am pleased to see my future looks financially stable."
02 Jun 2017Customer opinions
Brian
46-55 years old"Michal didn't only help me start thinking about my financial future, where I am now and where I need to be but also helped me do something about it, which I hadn't really considered in the past. "
01 Jun 2017Customer opinions
Ray
56-65 years old"I have plans to be comfortable in retirement and regular discussions on the topic, where we focus on what's relevant, together with Michal's recommendations help me plan for it."
18 May 2017Customer opinions
Frankie Snr.
65+ years old"Michal has been looking after us for over a decade. We have the highest trust in him as he provides us with practical guidance leading to security and our confidence in the future. Highly recommended!"
13 Apr 2017Customer opinions
Nick
Under 35 years old"Michal is very much a trusted and valued mentor, not just an adviser. His practical, objective advice spans across all areas of our lives, and thanks to his help I've been able to clear my debt, instigate positive financial habits & establish and maintain a clear growth strategy to grow my business. In short, Misho has helped me follow my passions, and is an awesome guy to boot. Thanks for everything Misho and can't wait to see where the future takes us!"
12 Apr 2017Customer opinions
Kylie
Under 35 years old"Michal has been our adviser for a couple of years now and during that time, he has helped us clear our debt, initiate a household budget and create a savings plan. His guidance has honestly been incredible and we feel like bringing him on board was the best decision we could have made! Thanks Misho! "
11 Apr 2017Customer opinions
Wayne
46-55 years old"Working with Michal means that our super and finances are on track to keep our lifestyle and our family happy and save. We know we're in good hands to get where we want to be."
10 Apr 2017Customer opinions
Andrea
56-65 years old"I guess to me, knowing there is a plan for my future, the peace of mind of this alone, takes such a weight off my shoulders. There's also the explanation of the plan in the layman's terms that makes me actually feel I'm setting goals."
03 Apr 2017Customer opinions
Richard
65+ years old"I'm retired after many years of service. Now what I need is a portfolio that will replace my income and provide me with a lifestyle income that is stable, reliable and will last me a lifetime. Of course, you hear so much about what you should do and where to invest in retirement, everyone has an opinion. But working with Michal, I've gain clarity, confidence and focus of what's important. I know I can enjoy my retirement."
30 Mar 2017Customer opinions
Yvonne
35-45 years old"The thing I value the most while working with Michal are our ongoing conversations. He always puts things in perspective for me. We have a plan and he holds me accountable to it. Without him, my spending would be all over the place and I would probably mess up what we've set up initially. That confidence that he works on my side is priceless."
30 Mar 2017Customer opinions
Natalie
Under 35 years old"Michal is someone who managed to put me back on track so I can finally save again. Thank you."
24 Mar 2017Customer opinions
Vivienne
46-55 years old"I've know Michal for a long time now. He's attentive and follows through on regular basis to make sure I'm on track with my future plans. It's great to have someone I can talk to and trust when it comes to my money decisions. I really value our ongoing relationship which is even more important to me now as I'm getting older."
14 Feb 2017Customer opinions
Geoff
65+ years old"Working with Michal and Sydney Financial Planning means I can stop worrying about money issues from all those years ago. It gives me valuable peace that I'm maximising my financial position and my hard earned money is now working hard for me."
13 Feb 2017Customer opinions
Corinne
46-55 years old"Most importantly, Michal has increased our knowledge on what our financial situation can be if we set goals. He offers great advice and explains things in an easy to understand manner. He has shown us what we want is not unrealistic. Considering we came for just insurance, we got the whole package! 10/10 - Thank you!"
06 Feb 2017Customer opinions
Meredith
46-55 years old"Setting up a transition to retirement strategy has reduced my tax significantly. It has given me a peace of mind to know that I have the support of Michal and Sydney Financial Planning, especially when the family situation has been so difficult. Much appreciated!"
06 Feb 2017Customer opinions
Dylan
Under 35 years old"I am extremely happy with the way Michal explains everything in an easy to understand manner."
12 Dec 2016Customer opinions
Julie
65+ years old"Michal has added a lot of value for us, mainly understanding of the process and rules around investing and longevity of our super investments and maximising Centrelink benefits. Thank you."
13 Oct 2016Customer opinions
Chanel
Under 35 years old"Michal has eased my mind in regards to not having to worry about my financial future. I know my children and family will be taken care of if something was to happen to me, which is the only thing every parent really wants. I feel like as a parent, it's my job to look after my family and knowing someone's looking after my best interest is reassuring. I would highly recommend Michal to anyone who shares the same values."
12 Oct 2016Customer opinions
Suzy
Under 35 years old"Michal has helped me and my husband to gain some clarity on many financial matters including managing our debt and having a plan of how to purchase a property. Previously I lacked a lot of confidence in this area and felt that buying a property was far from our reach but I now feel much more confident in this area and thanks to Michal have a good plan to reach our goals. I would be happy to recommend Michal to family and friends."
29 Sep 2016Customer opinions
David
Under 35 years old"Michal has helped us to gain clarity around investing for our future, buying our first home. I would be happy to recommend him to friends and/or family. We weren't in such strong financial position years ago but after we met with Michal we're on track to grow our wealth and achieve our wealth goals."
29 Sep 2016Customer opinions
Rosanna
35-45 years old"We have a plan and understanding of where we're heading now. Not worrying about money (or running out) is important to us. We want to live comfortable lifestyle and support our kids. With a plan we're have much more certainty about future. Michal was highly recommended to us from mum and dad and we're happy we made that step to work with him."
05 Sep 2016Customer opinions
Melanie
35-45 years old"Knowing which direction we're heading gives me a sense of security which is important to me. This way I know my family will be supported in the future and won't have to look after me financially."
17 Aug 2016Customer opinions
Brett
46-55 years old"Michal has made us think about our retirement and helped us focus on the necessary steps to get there. It gives us a sense of security for the future."
17 Aug 2016Customer opinions
Zdravka
65+ years old"Michal Bodi helped us invest our Super to grow as well as meet our need to invest safely."
15 Aug 2016Customer opinions
Wayne Edward
56-65 years old"Not conversant in financial management myself requires services of someone with the expertise in these matters. Knowing that I'm not just running on a treadmill, living day to day, but I'm actually on track in getting somewhere where I want to be in future is comforting."
04 Aug 2016Customer opinions
Harry
Under 35 years old"I cannot speak highly enough of Michal's passionate approach in supporting my goal development "
29 Jul 2016Customer opinions
John
65+ years old"I've always felt extremely satisfied about the way I've been informed about my investments. Your care and professionalism is exemplary. Michal, your guidance has made me confident about my financial future."
29 Jul 2016Customer opinions
Christina
35-45 years old"Thank you Michal for your relatable approach and patience while working with us. We are lucky to find a coach like yourself, who understands our deep values and drives us forward. Your work has made significantly positive impact on our lives."
29 Jul 2016Customer opinions
Eddie
35-45 years old"Always helpful, attentive and provides practical and well-considered advice"
29 Jul 2016Customer opinions
Diane
46-55 years old"I want to retire one day, I want to feel comfortable and happy and I don't want to stress out about money. It's the reason why I see Michal and we hired him to help us plan our lives ahead."
29 Jul 2016Customer opinions
Mark
46-55 years old"Michal's advice gives us direction and peace of mind we're on track with our life planning."
29 Jul 2016Customer opinions
Kevin
56-65 years old"Michal has been very helpful in my transition to retirement planning. I can now spend more time with my family and enjoy life."
19 May 2016Customer opinions
Bill
56-65 years old"Michal means no headache for me. He's absolutely great, the way everything is explained and relevant...it's a pleasure to work with him. It's comforting to know everything's looked after. I will always recommend him to my friends or family."
28 Apr 2016Customer opinions
Debbie
56-65 years old"Michal has been looking after our long term plan for a number of years. It provides us with security of having enough money, now and in the future."
28 Apr 2016Customer opinions
Peter
56-65 years old"Michal's advice means that I feel more relaxed and I won't have to rely on the government support to fund my retirement lifestyle. Knowing I'll be able to continue my lifestyle is critical for my future."
07 Apr 2016Customer opinions
Tanya
35-45 years old"Dealing with Michal gives us peace of mind, knowing that we're heading right direction towards our retirement. Having Michal overlooking our financial decisions is great since we're the same age group, he understands our complexities really well."
06 Apr 2016Customer opinions
William
65+ years old"Michal has delivered stability in the form of good advice and sustainable income in the past as well as future, and his recommendations are highly sought after now and the future as lives brings in the changes. I have no problem in recommending him to friends and family for advice on their financial future."
31 Mar 2016Customer opinions
John
56-65 years old"Michal's advice and skills together with his knowledge are the most valuable to me. It brings confidence and safety to my life."
17 Mar 2016Customer opinions
Fatima
46-55 years old"I was amazed that simple steps Michal showed us are making so much difference in our lives. Before we were struggling and were not sure where we were heading. The recommendations and the advice mean a lot because we're actually getting ahead."
17 Mar 2016Customer opinions
Matthew
Under 35 years old"I really like the fact the I can still do what I want to do in life and with having a plan in place I can be on track to achieve my long term life goals."
11 Feb 2016Customer opinions
Corinne
35-45 years old"Michal provides me with comfort of knowing that my financial situation is secure and I have a plan to reach my future goals."
11 Feb 2016Customer opinions
Troy
35-45 years old"For me, it's about knowing how to move forward and we're heading in the right direction. I like the idea of secure and financially stable future."
21 Jan 2016Customer opinions
Beth
46-55 years old"Michal makes things super easy to understand and I feel secure in the knowledge that my financial plans are being managed by a trustworthy and progressive service."
22 Dec 2015Customer opinions
Josie
56-65 years old"Michal represents peace of mind we're heading the right direction, he's guiding us correctly and we trust him with our decisions."
16 Dec 2015Customer opinions
Stephen
46-55 years old"If you don’t know how much you need, you look at your investments on regular basis and go…yeah, that’ll do. But having an actual plan makes all the difference and introduces clarity and confidence. Thank you Michal."
08 Dec 2015Customer opinions
Meryl
46-55 years old"The bit that added the most value for me was working out our end goal and implementing the necessary steps to get there. I would recommend Michal to any friends and family."
08 Dec 2015Customer opinions
Joe
46-55 years old"Michal provides me with confidence, clarity and stability. It means that I don't have to worry about preserving my lifestyle into the future as well as my future income. Highly recommended."
08 Dec 2015Customer opinions
Regi
65+ years old"Michal represents security, peace of mind and a good friendly service. It all means I don't have to worry. "
08 Dec 2015Customer opinions
Gary
56-65 years old"We value Michal helping / forcing us (gently) to address our financial position now and in the future / understanding how to use current money and what decisions to make with our future in mind."
04 Dec 2015Customer opinions
lee
Under 35 years old"Michal has been excellent with support and knowledge to help guide my partner and I towards the purchase of our first home."
02 Dec 2015Customer opinions
Mary
65+ years old"I'm so happy to deal with Mr Bodi. His service is excellent. He explains things very well and very easy to communicate with. I feel very secure with his service. "
16 Nov 2015Customer opinions
Ala
65+ years old"Dealing with Michal means to me security and comfort. He has great experience in this field and I'm so happy to work with him on building my secure future. I have been recommended him to all my friends and the people in my network. Regards"
16 Nov 2015Customer opinions
Eddie
Under 35 years old"Our futures are important to us and Michal keeps us in check when it comes to focusing on our long term goals, making us feel much more confident about our futures."
11 Nov 2015Customer opinions
Daryl
56-65 years old"Michal delivers certainty in regards to my retirement options, which will deliver a steady retirement income when I do retire."
11 Nov 2015Customer opinions
Raymond
65+ years old"I've been receiving Michal's advice for years now, since I'm not an expert in retirement planning and investing. I'm in good hands and feel secure knowing his advice is always genuine."
04 Nov 2015Customer opinions
Janet
35-45 years old"With Michals' knowledge he has helped my husband and I realise that our dreams can actually be reality. We are excited about our future and have every faith in Michal to help us achieve our financial goals."
14 Oct 2015Customer opinions
Sandra
56-65 years old"Michal is very informative and makes both myself and my husband feel comfortable. We find him to be very understanding and open to our needs."
13 Oct 2015Customer opinions
Alex
35-45 years old"I find Michal very helpful and efficient and I know when life throws any dramas our way, Michal will always have our back."
08 Oct 2015Customer opinions
Ryszard
56-65 years old"To us it was important to invest well not just in regards to our savings but also in the person looking after us. Michal has been providing us with peace of mind and the value we get from this relationship and his leadership is priceless."
08 Oct 2015Customer opinions
Melissa
35-45 years old"Michal is very knowledgeable, and easy to discuss my goals and plans with, He gives me great confidence that I am on the right track and well supported on my journey. Melissa 2206. "
22 Sep 2015Customer opinions
Janice
35-45 years old"Michal is a knowledgeable advisor who differentiates himself from the pack through his approach to client relationships. He genuinely cares about his clients and wants to understand what's important to them. He asks questions, listens and shows genuine interest and curiosity, all of which means that he gets what's important to you and matches his advice to your needs. "
18 Sep 2015Customer opinions
Barbara
65+ years old"Having Michal looking after my Super saves me from the worry of having to do it myself."
15 Sep 2015Customer opinions
Iwona
Under 35 years old"I'm so happy with Michals professional service and personalised advise to help us work towards our family's life goals. His ongoing coaching provides us with peace of mind and certainty moving forward. I'm so grateful for your "Down to earth and realistic advise!". You definitely have the ability to put your clients first!!! I would definitely recommend Michal to anyone who is ambitious about their future. "
26 Aug 2015Customer opinions
Jayne
Under 35 years old"Michal is so passionate and genuine every time we meet, we always walk away really excited about our future and ready to put his advice into practice! We trust Michal completely as his knowledge is incredible and we know he has our best interests at heart. We're at the beginning of what we see to be a life-long, beneficial relationship with Michal and are really excited about how he can help us in the future!"
14 Aug 2015Customer opinions
Harvey
Under 35 years old"I completely trust Michal with my financial future and I have never been disappointed with the decisions he has made. Every time we meet I leave feeling excited to put our plans into action, and I feel how excited he is to see us succeed in our goals."
14 Aug 2015Customer opinions
Sarah
Under 35 years old"Michal is a passionate, knowledgeable advisor who goes far beyond advice. He is a behavioral coach who wants to understand our values and what we really care about in life, then matches it with our financial decisions. Michal has a genuine interest in seeing his clients succeed, and we would recommend him to anybody."
14 Aug 2015Customer opinions
Jason
35-45 years old"Michal is genuinely interested in helping people build a solid financial platform for life. He has helped us get well on the road to owning our first home and apart from all that is such a fantastic person that it is always a pleasure to catch up with. We leave each meeting on a high knowing that our financial future is in safe hands. "
14 Aug 2015Customer opinions
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