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Who we are

Advice that has stood the test of time

Since 1988, our team has been building genuine, lasting relationships with Australian families – taking the time to understand what really matters to each person, and providing advice that reflects that. We’re proud of what we do, and who we do it for.

Our Story

We built our practice on trust,
time and genuine care

William Bracey established W Bracey Sydney Financial Services in 1988 with a single conviction: that good financial advice should make a fundamental difference in people’s lives. Today the business looks after the financial affairs and pathways of hundreds of families and individuals in Sydney and Illawarra.

Everything we do is based on our philosophy of taking the time to discover what really matters to our clients. Amazing things happen when people pay attention and take their time. A lot of the discussions we have are about meanings, assumptions and patterns. Because the way we behave with money is engraved in our identity, past experiences, emotion. Not spreadsheets.

We understand that everyone is unique with their own dreams and visions, and so is our advice. We specialise in effectively diagnosing the real issues and creatively solving financial challenges – and making the most of every financial opportunity along the way.

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Over the last 37 years, I have assisted my clients to work towards and realise their dreams. I feel I have the experience to help them through the next stage of their life. I still feel as passionate about helping my clients as I did when I started – but now with more wisdom and the grey hair to match!”

William Bracey – Managing Director | Senior Financial Planner
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Having the drive to succeed is a powerful quality. If you pair this with a right focus and an action plan the results can be quite amazing. My aim is to guide and manage client’s behaviour by providing clear direction to achieve results.”

Michal Bodi – Senior Financial Planner | Partner
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I’m passionate about helping clients identify, clarify and quantify their dreams – and then building a plan that actually gets them there. The best part of this work? Getting to be part of someone’s financial journey for the long haul.”

Gary Winwood-Smith – Senior Financial Planner | Director
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Financial independence isn’t just a number – it’s a feeling. My job is to help you build the plan, the habits, and the confidence to get there and stay there.

Steven Stolle – Financial Planner | Director
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Building wealth doesn’t need to be complicated. My role is to take away the guesswork, help you understand your options clearly, and put a plan in place that gives you real confidence in your financial future.”

James Middleton – Financial Planner

    We understand that everyone is unique with their own dreams and visions, and so is our advice.

    Our guiding principles – rather than focusing on products we will:

    • Take the time to clarify and understand your core values and life goals
    • Facilitate informed decisions about your financial future
    • ‘Stop the noise’ and help you focus on the things that matter most
    • Always do what is best for our clients ahead of our own interests
    • Provide a trusted source of knowledge and leadership for clients
    • Be committed to our clients, with professionalism and genuine care
    Community & Recognition

    Us in the community

    Being involved in helping the community in many capacities over the past 30 years, our contribution covers supporting charities we are passionate about, media appearances and industry recognition.

    Support Michal Bodi in the 2023 MS Gong Ride

    Ride Michal Ride!!

    2023 MS Gong Ride – Sunday 5th November Michal Bodi – Senior Financial Planner of Sydney Financial Planning has entered the 2023 MS Gong Ride and will be riding his bike from Sydney to Wollongong, a phenomenal 54 km ,…
    SFP working with Charities - Sir David Martin Foundation

    Sir David Martin Foundation

    Sydney Financial Planning has been involved in helping the community in many capacities over the past 30 years. In 2014 we became involved with the Sir David Martin Foundation and have actively been involved in various…
    Bill Bracey - Winner of the Gerald Lippman Perpetual Trophy 2018

    Congratulations to Bill Bracey, Gerald Lippman Perpetual trophy winner

    We are extremely proud to share Bill Bracey has been awarded winner of the highly acclaimed industry recognition award Gerald Lippman Perpetual Trophy for 2018.
    Logo - Charter Financial Planning
    Logo - ASTRUM Awards - Practice of The Year Finalist
    Logo - ASTRUM Awards - Customer Excellence Finalist
    Logo - Most Trusted Advisors Award
    37 Years Est.|80 Years Experience|5 Most Trusted Advisor|3 Locations

    Our passion is knowing we’ve made a fundamental difference in your life

    Get in touch or make an appointment – join us for a friendly chat about your financial goals.