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 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.