Illawarra Financial Planning
18 Reviews
- Tuesday8:30 AM–5:30 PM
- Wednesday8:30 AM–5:30 PM
- Thursday8:30 AM–5:30 PM
- Friday8:30 AM–5:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–5:30 PM
About the Business
Illawarra Financial Planning – Advice that stands the test of time | Providing quality financial advice, enabling you to accumulate wealth, tax effectively, whilst protecting you and your family’s assets and lifestyle.
Contacts
Call Us
+61242298533
1/225 Princes Hwy, Corrimal NSW 2518
Hours
- Tuesday8:30 AM–5:30 PM
- Wednesday8:30 AM–5:30 PM
- Thursday8:30 AM–5:30 PM
- Friday8:30 AM–5:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–5:30 PM
Features
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Toilets
- Wheelchair-accessible lift
- Wheelchair-accessible toilet
- LGBTQ+ friendly
Recommended Reviews
Rosanna Lavalle
23.10.2023
Illawarra Financial Planning
Friendly and helpful service by Michal Bodi, who I highly recommend for financial advice.
Jayne Thompson
22.10.2023
Illawarra Financial Planning
Misho at Illawarra Financial Planning is fantastic to deal with. He always has our best interests in mind, listening to what we want to achieve as a young family and putting plans into place that are tailored to our specific needs. We wouldn't go anywhere else for financial advice and can't recommend him and the team highly enough. Thanks Misho!
Adam Mostek
04.10.2023
Illawarra Financial Planning
Michal and the team at Illawarra Financial Planning have been such a great help over the years.Setting up future goals and providing clarity around the steps it takes to get there has been re-assuring and stress free.Check-ins helping to keep on track of your goals or assistance in updating insurances and investments, it’s more like talking to a friend who wants to help than a planner.
Carla Rogers
28.09.2023
Illawarra Financial Planning
Misho and the team have made finances enjoyable for me. Integrity and trust are two words you may not often see combined with financial planners at the moment - Misho meets both. His focus on values and finding a strategy that closely aligns with these, that is practical and supporting us in the behavioural changes needed is outstanding. I highly recommend working with Misho.
Felicia King
22.09.2023
Illawarra Financial Planning
We have had the pleasure of seeing Michal for many years now and have confidence in his advice. We trust in his knowledge and him genuinely wanting the best for us. He is easy to communicate with and we plan to see him for many more years.
Karen Devenport
20.08.2023
Illawarra Financial Planning
I have dealt with Michal Bodi @ Illawarra Financial Planning for many years and now that I’m moving into retirement I can appreciate his guidance and advice over this time. He is always professional and has a wealth of knowledge; explaining things in easy to understand language! He is honest and I feel confident my financial future is being taken care of.Thank you Michal for your ongoing support and advice. It truly is appreciated.
Amy Gall
27.07.2023
Illawarra Financial Planning
Michal has been an asset in our lives. He is interested and enthusiastic about helping us set and achieve our financial goals (in a way so we also understand how we will get there!). He's very accessible, and ready to help make adjustments to our plans as our needs change. Michal and Nic are also very patient and regularly follow up when forms need to be signed or accounts or insurance set up etc. They provide an excellent service, which has really improved our lives and lowered our stress levels. Highly recommend!
Adelaide Bracey
12.07.2023
Illawarra Financial Planning
Illawarra Financial Planning has helped me so much over the years with a financial plan that helps me to secure a comfortable future. With regular ongoing check-in's with my adviser I can finally have peace of mind that I am on the right track in managing my finances and building wealth.
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Map
1/225 Princes Hwy, Corrimal NSW 2518
Illawarra Financial Planning