What Makes Us Different

Our mission is to be your trusted advisors to help you make best use of your money and feel confident in your financial future; to create, grow and protect your family's wealth; and to help you plan for and enjoy a comfortable, secure lifestyle - now and in retirement.

Family

As a family-owned business, we know how important family is and we will help you secure your family's financial future.

Financial Wellbeing

We help you better manage your money, giving you financial confidence, security and peace of mind.

Lifestyle Goals

We look beyond just numbers and our aim is to get to know and understand you, your life story and to help you achieve your lifestyle goals.

Speak to Someone You Know & Trust

We have a small business advantage; you will always speak to someone you know, trust and who understands you and your family.

Retirement Ready

We help you create and manage your retirement plan so you feel confident about your retirement - at any stage of your life.

Services

We provide a wide range of financial services and we work side to side with an accounting firm and other referral partners to support you with all of your family's financial needs.

Who We Are

BND Financial Services is a boutique family-owned financial planning firm supporting individuals and families in Launceston and across Tasmania.

Originally started as a separate family-owned accounting firm, we created BND Financial Services to provide a comprehensive service to help our valued clients achieve their financial, lifestyle and retirement goals.

As a family-focused firm, we treat our clients as part of our extended family and we often build long-lasting, multi-generation relationships with many of our clients.

We look forward to working with you.

Who We Support

We will build a long-lasting relationship with you and provide a safe pair of hands to guide you through all of life's transitions and help you achieve your lifestyle and retirement goals.
Financial Planning Launceston

Individuals & Couples Nearing Retirement

Financial Planning Launceston

Individuals & Couples Already Retired

Financial Planning Launceston

Families

Financial Planning Launceston

Young Families

Financial Planning Launceston

Young Individuals & Couples

Our Latest Insights

Claiming an Age Pension

The process of claiming an Age Pension can be complicated and daunting.  There is a very lengthy claim form, asking a series of questions which needs to be completed and then depending on your circumstances, Read more…

Get In Touch

We offer a no-fee, no-obligation first meeting to see if we can help you. Please give us a call or complete the contact form and we'll be in touch as soon as possible:

Give us a call:

(03) 6344 3899

Request Appointment