We provide advice on all areas of people’s financial lives. The different advice areas are interconnected and whether you are paying off debt, starting to accumulate investments or heading into retirement, there are many things to consider. This is why financial advice is vital.

You might think you only need advice on paying off debt quicker. However, you will most likely have superannuation, you will have insurance needs and also estate planning considerations. Comprehensive Financial Planning makes your financial life clearer, otherwise you are just flying blind with your finances and investments.

Importantly once you establish a plan it is important to review this regularly. Investment markets change, legislation changes and also people’s circumstances change.

What we offer

At Brown & Bird Financial Planning we can provide advice on many different areas. Often these areas of advice overlap each other, so you might make a change in another area. So it is important to look at financial planning in a holistic manner. The areas we provide advice on are as follows:

• Wealth Accumulation and Gearing
• Superannuation Accumulation and Retirement
• Personal and Business Insurance Planning
• Estate Planning
• Investment services
• Aged Care and Centrelink support
• Self-Managed Superannuation Fund Advice

Select a tab to the right for more information about your area of interest.

Contact us today to arrange an initial meeting to discuss how we might be able to assist you.