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

Written by Sydney Financial Planning on . Posted in Media & TV. No Comments on Household Budget: 7 out of 10 Australians don’t budget

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.

 

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.

 

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Sir David Martin Foundation

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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

 

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.