What we do
Based on NSW's Central Coast, we are a boutique, privately-owned business with our own Australian Financial Services License (AFSL). As we are not licensed through a bank or life company, BD Financial Planning can provide personalised advice that focuses on solutions based on your needs.
Like an architect's plans, a Financial Plan is the framework with which the right decisions can be made towards achieving your individual goals. If the foundation isn’t established and strong enough to withstand life’s challenges, then it is at risk of failing to deliver.
BD Financial's services include tailored wealth creation strategies, retirement planning, portfolio management, superannuation, and the development of individualised wealth protection strategies (including income protection and life insurance) to mitigate life’s potential challenges.
We know that many retirees fear running out of money or having nothing to pass on to their families. To help reduce stress, and ease uncertainty, we specialise in preparing bespoke investment solutions to give you peace of mind when transitioning to retirement. The right advice will allow you to enjoy your standard of living, without financial worries.
We help take away the complexity so you can then focus on doing the things that are important to you. So, whether you need assistance with aged care decisions, planning that 25 year holiday (retirement!) or are just starting out - give us a call.
Click below for a free financial health check. We'd love to be able to help.