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Reviews, get directions and contact details for Sydney Financial Planning

Sydney Financial Planning

About

We have been a specialist financial planning company since 1988.
William Bruce Bracey (ABN 60 898 090 975), trading as Sydney Financial Planning & Illawarra Financial Planning is an authorised representative and credit representative of C

Story

The core service we offer our clients is ongoing financial advice, built around principles such as diversification, conservative gearing levels and (perhaps most importantly) regular communication between us and you.

Our advice is not focused on the latest scheme or the flavour of the month, but on time tested and thoroughly researched strategies tailor made to your specific and unique situation.

We understand that everyone is unique with their own dreams and visions, and so is our advice. Life is a journey with ups and downs, and we specialise in creatively and effectively solving your financial challenge and reaping the biggest rewards from your financial successes.

This Facebook Page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information.

Sydney Financial Planning ABN 35 002 976 294 is an authorised representative of Charter Financial Planning, Australian Financial Services Licensee (AFS Licence No. 234663)

Please click here: http://www.sydneyfinancialplanning.com.au/resources/financial-services-guide, to access our current FSCG.

Mission

Provide our clients with a financial blueprint and advice that stands the test of time

Products

Rather than focusing on managing products we will:

• Take the time to clarify and understand your core values and life goals
• Stop the noise and help you to focus on the things that matter most to you
• Give you the confidence to succeed
• Give you ability to make confident decisions
• Provide you with ongoing support and education to enable you to take control
• Become a partner you can rely on

Address: 201 New South Head Rd, Edgecliff NSW 2027, Australia
Phone: (02) 9328 0876
ua.moc.gninnalplaicnanifyendys@liame
State: New South Wales
Zip Code: 2027


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed


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Reviews
Sydney Financial Planning and Leigh Morris have provided me with exception advice and service. I have had a previous bad experiences with Financial planners in the past where they have set up my accounts but then not provided me with great service after the initial set up and wanted to over charge me for the service. Sydney Financial Planning have not only provided me with exceptional ongoing service, they actually care about me and are actively helping me track and work towards my retirement goals. The fees are reasonable and not overpriced and they have provided me with financial peace of mind.
7 years ago (22-02-2018)
I decided to book a visit with Leigh after a friend gave raving reviews of him after their appointment. He gave me clear, concise and easy to follow advice which led to me purchasing my dream car, which had previously been out of reach. Highly recommend making time to see Leigh and the team.
7 years ago (07-02-2018)
Financial matters can be quite overwhelming because management of money is unfortunately not part of most people's education. Michal has been most helpful over the years in assisting me to find ways to make my money work for me and to balance opportunities for growth with greater peace of mind. I greatly appreciate being able to come to Michal at the time of our reviews and have full trust that he will do what is best for me and my family. He has gone out of his way to support not only me but also to ensure that our young adult children can be given the chance to become financially literate, something which is an essential life skill. I would highly recommend Michal and SFP for anyone wanting to take more responsibility for their finances in order to change things for the better.
8 years ago (01-11-2017)
Michal Bodi has been my Financial Adviser for years now and has guided me through some tough financial times with compassion and care. Now my future is as bright as ever and have a real sense of achievement. I would recommend Michal to anyone who wants to take hold of their finances.
8 years ago (14-12-2017)
My wife and I were referred to Michal and Sydney Financial Planning by a friend of ours. Initially we weren't to sure what to expect. But after a few meetings together we realised that Michal's expertise could really help us moving forward. Sarah and I confident our future is in great hands.
8 years ago (14-12-2017)
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