Sydney Fin Planning

We have been a specialist financial planning company for a quarter of a century offering advice that stands the test of time.

[Sydney Fin Planning @SydFinPlanning]

Dislaimer*This page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information*

[Sydney Fin Planning @SydFinPlanning]

Our SFP Federal Budget Summary 2023-24.

The key changes that apply to our clients.

#Budget2023

[Sydney Fin Planning @SydFinPlanning]

Federal Budget 2022 - Road to Recovery

Main points summarised for your convenience.

#budget2022

[Sydney Fin Planning @SydFinPlanning]

#Budget2021

Summary of some important points directly impacting financial planning clients.

[Sydney Fin Planning @SydFinPlanning]

Yes!!!

[Michal Bodi @MichalBodi]

@morganhousel I’ve listened to Psychology of Money 3 times now, read it twice and every time I finish I want to start again! Been discussing it at client meetings, which has been super valuable too!
I think the movie adaptation will playing in the office foyer!

#moneybehaviour

[Michal Bodi @MichalBodi]

Goals-based financial planning?

Was there any other kind?

[Michal Bodi @MichalBodi]

The opening statement of @Russell_Invest’s 2020 Value of Adviser report - the biggest value an adviser can provide is behavioural coaching.

Given it’s also the only thing we can fully control, do you think it’s time for fin services to start paying attention?

#moneybehaviour

[Sydney Fin Planning @SydFinPlanning]

Our practical key takeaways from tonight’s budget.

#Budget

[Sydney Fin Planning @SydFinPlanning]

Our senior partner Michal Bodi talks about the pros and cons of taking advantage of the new laws allowing you to access your super early... https://t.co/h9HK1bgZoQ

[Sydney Fin Planning @SydFinPlanning]

Do you know where your super is invested? https://t.co/CM5DwmnRbW
#moneybehaviour #ethicalcapital #ethicalmoney #ethics

[Sydney Fin Planning @SydFinPlanning]

Bill Bracey is an adviser who has served his clients with distinction as well as stepping up in the general community. His efforts were recently recognised with the Gerald Lippman award and his is a story that many advisers would do well to emulate. https://t.co/z8Ps7oVNcK

[Mike Allchin @MikeAllchin]

Bill Bracey from @SydFinPlanning has served his clients with distinction as well as stepping up in the general community. His efforts were recently recognised with the Gerald Lippman award and his is a story that many advisers would do well to emulate. https://t.co/S20bZwiGs2

[Sydney Fin Planning @SydFinPlanning]

@DavidSkapinker https://t.co/sO5FHk789G

[Sydney Fin Planning @SydFinPlanning]

Back in black Federal Budget 2019. Here’s our practical video summary.
https://t.co/sO5FHk789G

#Budget2019 #FederalBudget

[Sydney Fin Planning @SydFinPlanning]

Highly recommended. We utilise @GradMentor01 services everytime we hire young new talent.

[Striver @StriverCareers]

This could be a great opportunity for any business consultants or coaches out there ! https://t.co/YCayluA58g

[Sydney Fin Planning @SydFinPlanning]

#Diversification #TimelessInvesting

[Michal Bodi @MichalBodi]

If your investment strategy is buying what’s popular you won’t even see how fast you’ll crash. #wealthbuilding #realwealth #investmentfundamentals #behaviouralcoaching #investmentbehaviourcounselling
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#moneybehaviour

[Michal Bodi @MichalBodi]

@rashaphotograph @theloverlab If your business is based in Sydney and you need corporate photos, make sure you check out @rashaphotograph before you book someone else. #corporatephotography #sydneybusinessphotos

[Sydney Fin Planning @SydFinPlanning]

Our verdict on tonight's Federal Budget - a bit skinny when it comes to immediate changes for most of us, but lots of big investments into the country's future. Here's Bill with the summary 😀:

https://t.co/nLh7tDzgRH

#Budget2018

[Sydney Fin Planning @SydFinPlanning]

Keep calm and use these tips to reduce your #tax! https://t.co/YaH9fTW0ui #Sydney #FinancialPlanning

[Adviser Ratings @adviserratings]

Leigh Morris of Sydney FP on why you shouldn't compare your finances to others https://t.co/f4fmzq1FRs