Client Stories

Barbara Stewart talks with Michal Bodi on the journey of life.

Bill Bracey featured on the Your Best Interests TV show with Helen – see how professional Financial Planning helped her and her family achieve financial security beyond what she thought was ever possible.

Nick & Kylie – a young creative couple from Brisbane, are starting young and just entering the world of financial complexities and forming the right money habits which will make a world of difference to them later in life.

Robert is an IT Contractor with four children and shares why he’s such a firm believer in what Sydney Financial Planning offer in terms of services both monetary related and relationship based.

Alanna has been a client of Sydney Financial Planning for just 2 years and has already established a flourishing portfolio for herself.

Carol Sim, a recently retired accountant, shares her story fo the ups and downs, and what part of the financial process with Sydney Financial Planning she found most valuable.

Everyone has a story of dreams and future plans. And this one belongs to Janice.

Chanel talks about how much sound guidance and accountability has changed her life since she became a client of Sydney Financial Planning.

Deb Campbell talks about planning for the future and her experience with Senior Financial Planner and Partner, Gary Winwood-Smith.

Sarah and Javier share their experience of wanting to put some steps in place for when they start thinking about starting a family, and how they engaged the professional advice of Michal Bodi and Sydney Financial Planning.

Bob and Vincenza Lavalle from Wollongong talk about family, grandchildren and growing up. Like most of us, they’ve had challenges, but have ended up in a very good place.

Leigh Coppin talks about what challenges her, what she enjoys and how financial security is helping her achieve what she wants in life.