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Household Budget: 7 out of 10 Australians don’t budget

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If you are one of the 7 out of 10 and want to do something to turn things around, pay off debt, buy a house, or get ready to start a family – we can help you work toward achieving your goals.

 

Need some help getting started with a household budget?

Whether your goal is to be debt-free, save enough to buy a property or to have a comfortable retirement, we can help you. Contact us for  professional advice on how to achieve your goals – you can see more about our planners, book a coffee or call us on 02 9328 0876.

 

Meet Our Support Team

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Behind the scenes, there is a strong and loyal support team that allows our financial planners to deliver a high calibre of advice that really makes a difference in our clients’ lives.

02 9328 0876
email@sydneyfinancialplanning.com.au

Kylie Gray
Reception & Office Administration

Michele Szigmund
Client Service Officer (CSO)

Steve Stolle
Senior Quality Advice Manager (QAM)

Callan Townsend
Client Relationship Manager (CRM)

Nic Matheson
Client Relationship Manager (CRM)

Jacob Ryan-McCormack
Client Relationship Manager (CRM)

Michael Allchin
Senior Client Relationship Manager (CRM)

Scott Cislowski
Quality Advice Manager (QAM)

Belinda Winwood-Smith – DFP BSc (Merit in IT)
Client Services / Paraplanner

Kate Sauer – CFP® AdvDipFS (FP)
Contracted Paraplanner

Richard Stewart
Business Development Manager

Adelaide Bracey
Operations & Marketing Assistant

 

 

Our team are here to support you

If you want to discuss any questions you may have, or book to see your financial planner. Call us directly on 02 9328 0876.

 

Your Best Interest – Helen’s story about financial security

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We cover more topics related to Helen’s story and rebuilding life after divorce in our insights section;

 

If Helen’s story resonates with you…

And you’d like to find out if we can help with your particular situation, why not book an appointment or call us on 02 9328 0876.

 

Fee Disclosure Statement (FDS)

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If you have not received your annual notification email from us – please get in touch with the team.

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Your Fee Disclosure Statements

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First time login?

If this is your first time accessing your log in on this website you will need to create a password – please read and follow the prompts below.

 

Create or reset your password

If you need to create the password for your account, please do so here on the password creation page.

  1. You will be prompted to add your registered email for a verification code to be sent to you.
  2. Once you have received the verification code, you will be able to choose a new password for your account.
  3. Please keep this information somewhere safe to refer back to.

If you do not receive your verification code email after after submitting.
please call us on (02) 9328 0876 for assistance.

 

Log in to access your Fee Disclosure Statements

You must have recieved your valid login details (as above) to access your Fee Disclosure Statements.

Please log in to access your statements.
Please use the username provided by SFP (your registered email address), refer to the ‘first’ email you received from SFP.

We recommend you keep your login information somewhere safe to re-access your account in the future.

 

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Importantly, if you find your statement is not displaying correctly, please call us on (02) 9328 0876 for assistance.

Please ensure you log out after accessing your statements.

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Our Vision & Values

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Our Mission is to help our clients plan and achieve their goals and own tomorrow, with advice that will stand the test of time.

Our Vision

Our vision is to continue to grow and protect our clients’ assets and to help them achieve their dreams and life goals.  We aim to do this in such a way as to become the trusted source of knowledge and leadership to our clients, our staff and to the wider community.

What We Value

The values that guide our actions are:

1

Always doing what is best for our clients ahead of our own interests.

By doing this we achieve the best outcomes for our clients and they stay committed advocates who refer our services to others we can help.

2

To always act with honesty and integrity.

And to give advice that will stand the test of time.

3

To stick to proven strategies.

And not to follow the latest fads that are neither proven nor trusted.

4

To spend time and effort in helping and educating both our clients and staff.

So they can improve their world and make informed decisions about the future.

 

Still have some questions?

If you want to discuss how we can work with you in more detail. Call us to arrange an appointment with one of our advisors on 02 9328 0876.

 

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Sir David Martin Foundation

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logo sir david martin

The Foundation’s efforts are focused on supporting two major programs: 

Programs are run by Mission Australia

Triple Care Farm

Located in Robertson, the Farm provides rehabilitation for young people between the ages of 16 and 24 with complex needs including those arising from drug and alcohol problems, mental health issues and homelessness. The program is run over 3 months and boasts a 75% success rate of returning these youths back into mainstream life. Follow-up support can involve assisting young people with finding somewhere to live, reintroducing them to education or even helping them find employment.

David Martin Place

David Martin Place is a youth drug and alcohol detox facility that helps 16-24 year olds to overcome addiction and lead healthy lives. It is the first detox facility of its kind in New South Wales and will begin accepting its first clients on the 24th of July 2017.

Beyond supporting these programs, the Foundation helps with the continued education of youth through the Sir David Martin Foundation scholarship program.

Our Commitment

Our team actively participate in the Abseil for Youth annual event and assist with various other fundraising programs.

We affected a donation program which encourages our staff and clients to join us in co-contributing to this worthwhile cause.

We are committed to matching any contribution up to the value of $500. Simply visit the Sir David Martin Foundation website, make a contribution and email us your receipt so that we can match it.

It would be great to think we can make a difference. We urge you to make a donation to this worthwhile foundation.

 

“As a dad of 3 children, from ages 16 to 21 I know how lucky my children are to have loving parents, leadership, as well as a great opportunity for a rewarding future. The cold hard facts are many children don’t have this and their life slowly spirals out of control.” Bill Bracey

 

Who We Are

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We have been a specialist financial planning company for a quarter of a century, with offices in Sydney’s eastern suburbs and in Wollongong, in the Illawarra region of New South Wales…

We understand the value in building a long lasting relationship with a professional who will continue to be around to share your journey with you. 

Everything we do is based on our philosophy of taking the time to discover what really matters to our clients.  A lot of the discussions we have are about intangible topics and ‘what if’ scenarios, so it requires a lot of attention, time and care to get right.  Before we start thinking about the services and strategies we can offer you, we take the time to understand;

  • What is unique about you
  • What is important to you, and
  • What is it that you want to achieve in life

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.
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

 

Read more on our our areas of advice

 

Do you have some goals you want to plan for?

It can really help to create a financial roadmap with the help of a professional. Why not get in touch to arrange an appointment or call us on 02 9328 0876.

 

Support Michal Bodi in the 2023 MS Gong Ride

Ride Michal Ride!!

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Support Michal Bodi in the 2023 MS Gong Ride

Since 1981, this iconic ride has raised significant funds to help fight MS. Michal is passionate about aligning his two loves riding and a desire to make a difference by being a part of this incredible annual fundraiser.

Why will Michal ride? 

In 2001 Michal was introduced to multiple sclerosis through a volunteering program in the UK. Living and working with people suffering with this horrible illness Multiple Sclerosis (MS) brought Michal a lot of perspective about the disease and through witnessing first hand the impact on the lives of friends, clients and the community. He hopes that his ride can contribute to helping find a cure and assist those with MS to have support and quality of life.

Did you know that every week 10 Australians are diagnosed with multiple sclerosis? It’s quite staggering to think that multiple sclerosis affects more young people than any other chronic neurological condition. The average age of diagnosis is 30 years, and there is no known cure.

The team at Sydney Financial Planning are supporting Michal’s ride and raised over $700 to make a difference. Michal is currently sitting on over $2,400 (… and counting! This amount will be updated after the ride), smashing his goal of $1,000!!! 

AMP Foundation has also offered to match every dollar that Michal raises for this really amazing cause ?

If you also wish to donate and support Michal and his cause, please click on the link below. Your donation can help make sure that no one faces MS alone. Your support will help people with multiple sclerosis receive the vital support, treatments, and services to help them live well at home, remain connected to their work and also to continue to be part of their community.

Simply click on the link below to make a donation through Michal’s official fundraising page:

Support Michal’s efforts.

When you make your donation, you’ll receive a tax-deductible receipt immediately. 

Thank you so much for your support.
Michal Bodi and the SFP team.

 

 

Support Michal in achieving his goal…

Visit Michal’s fundraiser page to donate and track his progress.

 

Congratulations to Bill Bracey, Gerald Lippman Perpetual trophy winner

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The Gerald Lippman award is the pinnacle accolade for the Charter Financial Planning community and puts Bill in esteemed company with past winners. It is a testament to his unwavering commitment to his clients, his colleagues and the financial advice profession over a long period of time.

Many of you will be well-acquainted with Bill. A natural leader in our community, he is always willing to help, whether that means offering to share his insights with peers at Charter events or tirelessly raising funds for needy causes. 

The Gerald Lippman award considers the contribution the adviser has made to the financial planning profession, their involvement within their community, the support they offer their colleagues and the quality of their practice, and quality of advise over many years.

While building a leading advice business over 30 years, Bill has repeatedly lent his time and expertise to those in need. His tireless fundraising for the Sir David Martin Foundation helps young people in crisis, has seen him abseil off the AMP Capital building four times.

Always happy to represent the industry, in 2015 Bill starred in Your Best Interest, a reality TV  program aimed at correcting the perception of financial advice and showing the difference good advice can make to people’s lives. He also contributes regularly to The Really Simple Guide to Money magazine. Ben Climo, Charter’s Head of Adviser Network for NSW/ACT, said ‘Bill’s interactions with his clients are beyond reproach and he regularly receives advocacy and positive feedback from them. It’s not surprising then that Bill has made the Beddoes Most Trusted Advisers list for the last four years.’

Bill takes his role as a leader in the Charter community in earnest and has been involved with the NSW state chapter of the ARA since 2012. He demonstrates strong leadership through his attendance at all local Charter events, including PD days, practice management forums, and award dinners and peer-to-peer forums, and ensuring his business directors do the same. A Charter Leader since its inception, his willingness to share business insights from his long career with his peers via various forums is unparalleled.

Bill joins the prestigious Gerald Lippman Alumni.

Bill has become one of the immortals now. Please join us in congratulating Bill.

 

Interested in arranging a planning meeting with Bill?

Download a printable version of Bill’s Profile: William Bracey – Planner Profile. Or to make an appointment to meet with Bill, call our team to arrange an appointment on 02 9328 0876.