What we do
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 AFFORDABLE, PERSONALISED ADVICE that focuses on meeting 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
Individualised wealth protection strategies (including income protection and life insurance)
Most importantly, 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 - let's chat.