Michal Bodi

Michal joined Sydney Financial Planning in [YEAR] and has built a practice grounded in one simple belief: that when a financial plan is truly aligned with a person’s values and goals, it becomes something they can act on – confidently, and for life.

His approach goes beyond the numbers. Michal specialises in behavioural investment counselling — helping clients understand their own relationship with money, and how that shapes the decisions they make. He has particular expertise in guiding executives through the transition to retirement, supporting clients navigating life after divorce and financial settlement, and helping families preserve and grow wealth across generations. Whatever the complexity, his aim is always the same: to turn it into something clear and workable.

Recognised six times as a Most Trusted Adviser by the independent Beddoes Institute – and listed in Financial Standard’s FSPOWER50 as one of the 50 most influential people in Australian finance for three consecutive years — Michal brings both the credentials and the care that clients at every stage of life deserve.