The value of advice goes beyond dollars and cents.
It can simplify your life, and give you a sense of security and peace of mind about your future.
As your personal financial planner, we will consider your circumstances, understand your goals, and develop strategies to help you reach them.
Whether that may be to help with tax planning, set the foundations for future wealth for you and your family or have enough money to live comfortably in retirement.
Alternatively, you may wish to seek advice to help you with a specific circumstance, such as starting a family, buying a house or managing an inheritance.
Here at BND Financial Services, the services and products we can offer you include:
- Financial Planning
- Self-managed Super Fund (SMSF) Services
- Retirement Planning
- Investment Planning
- Personal & Business Insurance
- Estate Planning
- Tax Planning
- Referral Services including: Accounting & Tax Services (we work side to side with a separate accounting firm), General Insurance, Finance & Loans.
We offer a no-fee, no-obligation first appointment to see if we can help you.
To request an appointment with one of financial planners, please give us a call (03) 6344 3899 or complete the contact form below: