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Financial Planning Services
Valuable advisory services based on your financial and lifestyle needs.
It is important to invest in your financial future, but the process can
be overwhelming, particularly with so much information and investment
options being available. The challenge is finding the correct financial
advice, developed from a strategy to suit your own lifestyle needs. Our
focus is to encourage our clients to continue planning for their financial
security.
The Financial Planners at BDO Kendalls Financial Planning Pty Ltd work
with clients in developing a financial plan that best suits your needs
and objectives, whilst achieving a level of risk that you are comfortable
with.
The Financial Planners offer
a high level of experience and knowledge in the areas of financial planning,
investment advice, superannuation and associated services including:
Financial Services
- Wealth creation and financial strategies
- Direct share investment
- Comprehensive portfolio investment management and review
- All aspects of superannuation advice and investment including Self
Managed Superannuation Funds
- Tax minimisation and gearing
Retirement Planning
- Pre-retirement planning
- Retirement strategies, use of allocated pensions, and rollover investments
- Estate planning
- Tax strategies in retirement
- On-going management of funds throughout retirement
Career Management
- Salary packaging
- Redundancy strategies
Additional Services
- Personal risk management and advice
- Budgeting and cash flow management
- Personal and superannuation fund insurance advice
- Advice on investment proposals
- Our unrestricted dealer’s licence allows us to provide advice
on all areas of investment including direct shares, managed funds, fixed
interest securities, and superannuation funds.
- Our advice is provided by experienced financial planners backed
by independent research, and advanced financial planning software and
technology.
- Our planners are fully conversant with legislation impacting on
wealth creation, wealth protection, management strategies, and retirement
planning.
- Our highly experienced full-time planners are backed by a team of
professional administrative staff.
Our Australian Financial Services Licence allows us to provide advice
on deposit and payment products, debentures, stocks or bonds issued by
the Government, investment life and risk insurance products, managed
investment schemes, retirement savings accounts, securities and superannuation.
About BDO Kendalls Financial Planning Pty Ltd
- Licensed to provide financial services since 1988
- Provide financial planning services to clients of professional
practices, in particular accounting and legal offices, and credit unions
- Principal member of the Financial Planning Association of Australia
Contact:
BDO Kendalls Financial Planning Pty Ltd
ABN 54 805 149 677
Australian Financial Services Licence No. 238 280
Phone: (07) 3221 0205
Fax: (07) 3221 2773
Email:
Trevor Bridger, Director
Andrew White, General Manager (Financial Planning)
Financial Planning publications
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