Technical Financial Planning Advisory Services

Create a roadmap to achieve your financial goals, no matter where you are today.

Whether you need general ad-hoc advice, or would like a financial plan that considers your complete financial situation, we can help.

Our team of experts can help you with financial planning advice, superannuation advice, aged care planning, retirement planning advice, estate planning advice and accessing benefits.

We begin with a conversation about you, your family, goals and lifestyle at a non-obligation consultation. From there we apply our experience and expertise to develop strategies that are consistent with your situation, objectives and risk profile, and meet your short, medium and long term goals.

Our advice is clear, straightforward and transparent — ensuring that you are always well informed and on track, even if your financial situation or personal circumstances change.

KEY BENEFITS

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Strength & experience

Our technical financial advisers have access to the latest tools, resources and expertise, and adhere to the highest professional and ethical industry standards.

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Transparency

Our advice process is designed to be clear, straightforward and transparent. We will outline and explain each step of the process to keep you well informed and highlight any charges you may incur at an early stage.

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Holistic approach

Our technical financial advisers work alongside your Bell Potter adviser, accountant and lawyer to provide comprehensive advice, and review your strategy if your situation changes.

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Personalisation

We can help you create an investment strategy that is uniquely yours – the result is a plan which is truly customised, comprehensive and yet flexible.

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Trusting relationship

Our team builds long term, trusting relationships centred on the delivery of quality advice and open communication to help you achieve your financial goals through every stage of life.

SERVICE OFFERING

Our team of experts provide advice on a range of financial matters including:

Financial strategies

  • Budgeting and saving for the future
  • Developing an asset allocation strategy
  • Reducing and managing debt

Superannuation

  • Reviewing your super arrangements
  • Rolling over or consolidating your super
  • Growing your super
  • Establishing or growing your self-managed super fund (SMSF)
  • Transitioning to retirement (TTR) strategy
  • Salary sacrifice strategies

Retirement planning

  • Transitioning from work to retirement
  • Accessing allocated or account based pensions
  • Reviewing your super arrangements
  • Maximising the benefits of your superannuation concessions
  • Debt reduction strategies

Estate planning

  • Understanding and preparing your will
  • Appointing your Power of Attorney
  • Nominating beneficiaries for your superannuation
  • Maximising tax allowances and exemptions

Aged care planning

  • Exploring available living options, including location, amenities and health care needs
  • Understanding the costs
  • Structuring your finances
  • Ensure your will and power of attorney are organised

Accessing benefits

  • Maximising your social security benefits through Centrelink and the Department of Veteran’s Affairs

IDEAS

Federal Budget 2020-2021

| Superannuation & Technical Financial Advice | No Comments
Last night Treasurer Josh Frydenberg announced large tax cuts and big spending plans during his second Federal Budget presentation. The proposal focused on strategies to help pull Australia out of recession.

End of Financial Year Planning

| Superannuation & Technical Financial Advice | No Comments
With 30 June looming around the corner, it’s important to take time out to get your financial affairs in order. We’ve compiled some of the items that should be high priority on everyone’s list.

COVID-19 Super Measures

| Superannuation & Technical Financial Advice | No Comments
As part of the Federal Governments $66 billion stimulus package to help reduce the economic fallout of the coronavirus, Treasurer Josh Frydenberg made the following three superannuation measures.
MORE IDEAS

Get started

Whether you are looking for one-off or ongoing financial planning advice, our Technical Financial Advice team can assist. Our team are available for a complimentary initial appointment over the phone or in person across Australia.

Get in contact with us directly on 1300 023 557 or through your Bell Potter adviser to discuss how we can help you.

GET STARTED