Financial Planning
We offer a full financial planning service at our office. Our strategic alliance with Bell Partners has produced excellent results for our clients for over 7 years. Bell Partners Wealth Creation has built a reputation for high quality advisory services with a strong focus on customer service. Brett Taggart, Managing Director, has over 15 years experience within the financial services industry and combined with the experience of senior adviser, Brad Ferguson, can provide a broad and effective range of financial planning services, including:
- Self Managed Superannuation
- Diversified and tax effective investment planning
- Savings and wealth creation strategies
- Access to cash, fixed interest, property and share investments
- Salary packaging
- Master Trust services
- Financial planning following redundancy
- Risk Management
- Estate Planning
- Superannuation and rollover investment vehicles and retirement strategies
Contact reception to book your appointment.
