Sydney Financial Planning in Edgecliff, New South Wales, Australia | Financial planner

Sydney Financial Planning

Locality: Edgecliff, New South Wales, Australia

Phone: +61 2 9328 0876

Address: Suite 13, Level 2, Edgecliff Mews, 201 New South Head Road 2027 Edgecliff, NSW, Australia

Website: https://www.sydneyfinancialplanning.com.au

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25.01.2022 Michal Bodi tells us about the moments he loves most being a Senior Financial Planner & Coach

24.01.2022 An investment in knowledge pays the best interest

23.01.2022 Looking to secure your first home? Or refinance your loan? Talk to our Senior Credit Adviser and Director, Leigh

23.01.2022 Whether its something you realise you desire or a roadblock in your thinking... Andrew can successfully plan around this and help you to move forward by looking at some of your behaviours and how you make decisions about money.

23.01.2022 Some wise words from Gary...

21.01.2022 Whatever your goals and future plans happen to be, remember that even a little bit of planning today could go a long way tomorrow.

18.01.2022 As expecting parents, it’s natural that you may have a lot of questions around family finance planning, or how to manage work life balance if one or both of you are in the workforce. If you’re not sure where to start with your family finance planning, we encourage you to speak with an expert at Sydney Financial Planning today...

18.01.2022 With 30+ years of experience, its no wonder Bill's clients feel like they are in the right hands! We love hearing your feedback so if you are a current client of Bill's we would love if you left him a review by clicking this link https://bit.ly/3lICnez Promise it's quick and easy ... Looking forward to hearing from you

16.01.2022 Dreaming of living by the sea? Make it happen by speaking to our team of qualified financial planners and mortgage brokers today

16.01.2022 Everything you need to know about salary sacrificing What is salary sacrificing? Salary sacrificing (also known as salary packaging) is an arrangement between you and your employer, where you can use your pre-tax income to purchase some items or services. Your taxable income is therefore reduced and as a result, so is your tax bill. For many, it’s a win/win situation.... Confused about salary sacrificing? You’re not alone. Let us clear it up for you. To read more on the rules and if it's worth it click here > https://bit.ly/2ZYFaXA

14.01.2022 How much can I borrow? How much should I borrow? How much deposit do I need? What is Stamp Duty? How does a guarantor loan work? We’re here to help! At SFP, we’ve been through the home buying process both personally and for many happy home buyers over the years. From the initial meeting to putting the key in the front door, we’ll be with you every step of the way.... To find out more about what is involved in the home loan process we encourage you to read more >> https://bit.ly/3ki7TyT

13.01.2022 Leigh Morris - Senior Credit Adviser & Director

13.01.2022 Few moments in life are more exciting than buying a home. And for good reason: it will likely be the biggest investment you’ll ever make In the lead up to buying your first home there are many factors to take into consideration. Not only do you need to work out where you want to live and what you would like to buy but what you are able to afford. Many people will meet with a mortgage broker or bank to determine their financial position and borrowing capacity. At this poin...t in time it is also important to consider the protections you have in place to cover the potential mortgage if you were unable to make the repayments. Are you asking yourself these questions?.... - Do I need life insurance to buy a house? - Should I buy life insurance before moving into my home? - What is the difference between lenders' mortgage insurance and life insurance? - What types of life insurance should I consider when buying a home? To get the answers we encourage you to click this link https://bit.ly/3lEt2mU

13.01.2022 Today, the government received Retirement Income Review Final Report. The message is loud and clear - there is a lack of financial advice and guidance. As a result, people fail to adequately plan for their retirement and they keep making poor financial decisions about their futures. It’s time to change it. It’s time to provide incentives that will provide the necessary nudge. It’s time to make financial advice fully tax deductible!!!

13.01.2022 Meet our client Leigh Coppin She explains why a piece of wisdom her Dad gave her was the best financial decision she's made. https://vimeo.com/93454819

11.01.2022 As Australia continues to weather the COVID storm, it’s easy to only focus on the present. While we remain in the first phases of economic shock, it’s fair to say that the effects of COVID-19 will be widespread and felt for a long time to come. Want to learn more about how the long-time impacts of COVID-19 may affect the economy? We encourage you to read on >>... https://bit.ly/2Hi4amB See more

10.01.2022 Whether you are planning to propose or tie the knot Congratulations! Before you say 'I do' it is important to talk about your finances with your partner in order to start your life together on the right financial foot.

10.01.2022 Important finance lessons to teach your children The current financial landscape is constantly shifting and is still looking uncertain. As we start to look towards a path of pandemic recovery and with the Federal Government spending several hundred billion dollars on a support package, eventually, the country will need to foot the bill....Continue reading

09.01.2022 Michal Bodi - Senior Financial Planner & Financial Coach

09.01.2022 $45 billion. That’s how much Australians owe on their credit cards! Here are our 6 top tips to start paying off your debt >> https://bit.ly/2TcjnrD

08.01.2022 Keep that rule in mind... Each move you make to maximise the gap between what you earn and what you spend will put you in a better place in your life.

04.01.2022 Sydney Financial Planning's Senior Financial Planner & Director

02.01.2022 Investment Goal Setting Planning for your goals when you invest means giving yourself the best chance of success. Without a plan, it’s easy to get distracted by daily headlines. You can end up reacting to the news, timing the market, chasing returns and missing out on long-term gains.... With a plan, you know where you’re heading because you have a map. Along the way, you may not know exactly what each day will bring or have control of everything but a plan will keep you focused on your goals. Read more about setting yourself up for success here: https://www.sydneyfinancialplanning.com.au//investment-goa

02.01.2022 Proactive steps to protect your mental health Mental health is something we all need to work to protect and maintain. Having the right tools and techniques in your back pocket could leave you better prepared for the tougher times and allow you to create a positive, productive environment both at work and at home.... With an estimated 11% of Australians suffering depressive disorders, and 20% from anxiety according to a report from Beyond Blue, taking a proactive approach towards mental health is something we all need to do. Taking responsibility for protecting your own mental health is often the first step to a clearer mind and a happier life. There’s plenty of advice out there about how best to perform your mental housekeeping, but it’s really all about finding a solution that works for you. Originally developed by the New Economics Foundation, there are Five Ways to Wellbeing, which can easily be incorporated into daily life. They include: Connect with people Strong relationships are the foundation of mental wellbeing. It may be spending more time with family and friends, or finally getting around to speaking to that colleague who works on the other side of the building, but connect with people as often as you can. Be active Always make time in your week to do some exercise. It could be social like a game of tennis, or just a walk in the great outdoors, but a healthy body is a healthy mind. Keep learning Stimulate your brain by picking up an old skill or trying out a new one. Now’s the time to learn a language or do that professional development course at work you’ve been thinking about. Give Giving back to the local community or helping out a friend or colleague is a great way to boost your self-esteem and raise a smile. Take notice This means taking the time for yourself to notice and appreciate what is around you. A great way to do this is through the mindfulness and meditation and calming breathing techniques. Taking simple, proactive steps to improve and maintain your mental health both at home and in the workplace is the first step in improving your overall wellbeing If you are struggling with your mental health there is always someone who can help you. Call LifeLine on 13 11 14 for 24 hour support. The health and medical information is general information only and is not a substitute for advice from a qualified medical or other health professional. Always consult your general practitioner or a medical specialist.

02.01.2022 SFP's key takeaways from the 2020 Budget

01.01.2022 You can see it all unravelling around you, but you just don’t know what to do, or who to talk to. Whether it comes as a sudden shock or more gradually, divorce and separation brings emotional confusion to peoples’ lives and challenging issues to their finances. By sitting down and talking with your financial planner you can tap into their experience. This will provide you with real support when the emotional challenges you face may be complex, and your life is taking a new direction. If you want to discuss rebuilding your live after a life change such as divorce it pays to seek some professional advice. Call us to arrange an appointment with one of our advisors on 02 9328 0876.

01.01.2022 Meet our clients Frank & Connie Gonzalez They share their life story - where they came from and where they are now. https://vimeo.com/93446769