Written by Sydney Financial Planning on . Posted in Client Stories. No Comments on The journey of life – Barbara Stewart’s story
Barbara’s stories are full of wisdom and life experience, reflecting on her achievements in life and what makes her proud.
Want to know more about how we help real people? See our collection of stories about our clients.
If Barbara’s story resonates…
Maybe you’d like to find out if we can help with your particular situation? why not contact us to arrange an appointment to speak with one of our planners – either book a coffee or call on 02 9328 0876.
Written by Sydney Financial Planning on . Posted in What We Do. No Comments on What we actually do
So what exactly do we do and how can we help? There are many steps but we always make sure we diagnose before we prescribe.
It allows us to fully understand your situation and find out what is really important. It provides our clients with confidence to move forward in life regardless of its challenges.
The objective of our first meeting is to gain a better understanding of who you are. We will ask you a lot of questions and discuss any ideas you might have and any opportunities that you may wish to explore. This may include:
We are interested in your individual pathways based on your own financial reality and values.
We know that these can often be difficult conversations to have, and we hope you won’t think we are being nosey but the more we know about you, the better our advice will be.
After we agree on the scope of advice, we will start drafting your tailored strategy which involves collaborations from our unique advice board and our technical team. When creating your very own personal financial plan we will:
Once we create and implement the initial plan, the financial planning process continues, and the real work begins. You now have a team monitoring your strategy, and someone you can call upon who knows your goals and situation thoroughly, and who has the expertise and support to answer any questions, big or small. As you move through various stages in your life, and as circumstances change both for the good and the not so good, we will be there to assist you to minimise the bad and make the most of the good.
To ensure you remain on the path to achieving your goals, a regular progress check-up of your financial plan is imperative. This is because there are a myriad of legislative and legal changes which have an impact on your personal circumstances; not to mention the changes that occur organically in your life.
When maintaining and reviewing your strategies we will:
You love this approach, but have a few more questions?
We are always here to help guide you on your financial journey. Contact us for advice on how to get started or have your current situation reviewed, book a coffee or call us on 02 9328 0876.
Written by Sydney Financial Planning on . Posted in What We Do. No Comments on Our areas of advice at Sydney Financial Planning
Over the years, we have narrowed down our expertise to investment planning and retirement planning. It’s what we’re good at.
Our specialist investment planning advisers can help you in the following areas:
Our financial planner will analyse your current situation and your investment objectives and help you get clarity around your next step.
Some examples of our work can be found below:
Don’t know where to start?
For more help and to take a fresh look at the way you manage your money, speak to your financial planner at SFP. Or if you don’t have a planner yet, contact us on 02 9328 0876.
Written by Sydney Financial Planning on . Posted in What We Do. No Comments on How our fees work
During the initial meeting we strive to clarify your short term and long-term financial objectives and help you determine the areas you need to focus on.
We’ll assess your current situation and help you formulate and quantify your future goals. If we determine we can help you, we’ll propose the best way forward.
Clarity leads to confidence. Confidence leads to taking action.
Please note that the fee for the initial meeting is $199. This fee can be waived if you are referred to us from an existing client or one of our business partners.
The initial (set up) fee is based on the complexity of your situation and starts at $3,900. This one-off fee is paid at the implementation of your initial plan.
The ongoing investment advice and plan tracking services start at $292 per month which can be tax deductible and is paid for monitoring of your long-term plans.
You may be able to pay for your financial plan (fully or partially) from your super. This method of payment is often preferred as it allows our clients an opportunity that may otherwise be out of reach.
Still have some questions?
If you want to discuss your particular situation with one of our financial planners. Either complete the book a coffee form or call directly on 02 9328 0876 so that we can arrange an appointment.
Written by Sydney Financial Planning on . Posted in Client Stories. No Comments on Starting young – Nick and Kylie’s story
We talk about what it was like meeting with Senior Financial Planner, Michal Bodi.
Michal has taken them through a series of decisions they were fearing to make in order to convert their painful debt situation into the new world of building and enhancing wealth.
Nick’s filmmaker profile – youtube.com/user/ibeafilm
Kylie’s photography profile –www.justforlovephotography.com
If Nick and Kylie’s story resonates with you…
And you’d like to find out if we can help with your particular situation, why not call us to arrange an appointment for yourself on 02 9328 0876.
Written by Sydney Financial Planning on . Posted in Client Stories. No Comments on A valued relationship – Robert Harris’ story
If Robert’s story resonates with you…
And you’d like to find out if we can help with your particular situation, why not call us to arrange an appointment for yourself on 02 9328 0876.
Written by Sydney Financial Planning on . Posted in Client Stories. No Comments on A flourishing portfolio – Alanna Van Den Boogaard’s story
The proud owner of her own home as well as an investment property Alanna credits the work of her adviser, Gary Winwood-Smith for helping her achieve that goal.
Alanna offers an insight into the fears of engaging the services of a financial planner and how she’s grown the confidence to make sound financial decisions.
Want to know more about how we help real people? See our collection of stories about our clients.
Listening to real customers can offer us so many insights…
If you have been able to see the difference we have made through our professional advice, why not call us to arrange an appointment for yourself on 02 9328 0876.
Written by Sydney Financial Planning on . Posted in Client Stories. No Comments on Navigating the ups and downs – Carol Sim’s story
A client of Sydney Financial Planning for more than 19 years, Carol Sim discusses the comfort she has had with Bill Bracey’s financial planning expertise guiding her through the various ups and downs such as the Global Financial Markets and out the other side.
Want to know more about how we help real people? See our collection of stories about our clients.
Listening to real customers can offer us so many insights…
If you have been able to see the difference we have made through our professional advice, why not call us to arrange an appointment for yourself on 02 9328 0876.
Written by Sydney Financial Planning on . Posted in Client Stories. No Comments on Dreams & future plans – Janice Fenton’s story
Janice and Michal Bodi chat about the her origins, what made who she is today, her dreams and plans for the future.
Want to know more about how we help real people? See our collection of stories about our clients.
Listening to real customers can offer us so many insights…
If you have been able to see the difference we have made through our professional advice, why not book a coffee appointment or call us on 02 9328 0876.
Written by Sydney Financial Planning on . Posted in Client Stories. No Comments on Accountability & guidance – Chanel Murphy’s story
Chanel recognised she needed to change her ways, and that she also needed someone to help guide and hold her accountable, in her journey to create a better place to take care of her two children. With the help of Michal Bodi she feels she has a good mentor helping her make sound decisions.
If Chanel’s story has convinced you professional advice can make a difference…
Why not contact us to arrange an appointment with one of our financial planners – either book a coffee or call on 02 9328 0876.
Written by Sydney Financial Planning on . Posted in Client Stories. No Comments on Planning for the future – Deb Campbell’s story
Feeling comfortable and having trust is a huge factor is why Deb feels so comfortable in her relationship with Gary and Sydney Fianncial Planning. She loves that everything has been explained simply and in a way that has allowed her to fully understand the choices she is making for her big picture, especially what could be done with her superannuation portfolio.
Want to know more about how we help real people? See our collection of stories about our clients.
If Deb’s story has convinced you professional advice can make a difference…
Why not contact us to arrange an appointment with one of our financial planners – either book a coffee or call on 02 9328 0876.
Written by on . Posted in Client Stories. No Comments on Bob and Vincenza Lavalle’s Story
Bob and Vincenza Lavalle have a great story to tell.
They share words of wisdom on saving, enjoying life and what proper financial planning is affording them in their later years.
The ending of course is a happy one, but they didn’t there without help and support.
Listening to real customers can offer us so many insights…
If you have been able to see the difference we have made through our professional advice, why not call us to arrange an appointment for yourself on 02 9328 0876.
Written by Sydney Financial Planning on . Posted in Client Stories. No Comments on Starting a family – Sarah and Javier’s story
Coaching younger clients is so inspiring. Creating right attitudes and right money habits can literally change lives. Thank you Sarah and Javier for showing leadership and welcome to the real wealth community.
Want to know more about how we help real people? See our collection of stories about our clients.
Listening to real customers can offer us so many insights…
If you have been able to see the difference we have made through our professional advice, why not call us to arrange an appointment for yourself on 02 9328 0876.
Written by on . Posted in Client Stories. No Comments on A Unique Situation – Ernie Dawes’ Story
Our long time client Earnie tells us a little about his unique situation in life in this 2 minute video.
Perhaps you can relate to Ernie’s situation? Many of our clients can, and dealing with such a large cross section of the community, there’s no surprises there!
To hear about the value Ernie feels he gets from his relationship with Sydney Financial Planning, watch his video here
Want to know more about how we help real people? See our collection of stories about our clients.
If Ernie’s story resonates with you…
And you’d like to find out if we can help with your particular situation, why not call us to arrange an appointment with one of our advisors on 02 9328 0876.
Written by on . Posted in Client Stories. No Comments on Leigh Coppin’s Story
Leigh may remind you or yourself…if you’re a young, ambitious professional looking to build wealth but maintain the lifestyle you have at the moment.
Listen to her story: what she does, why she loves it, why she came to Sydney Financial Planning for advice and what benefit it has been to her.
You can hear why she thinks Sydney Financial Planning is a great place to start the journey towards your life goals here.
If Leigh’s story makes sense…
And you’d like to find out if we can help with your particular situation, why not call us to arrange an appointment for yourself on 02 9328 0876.