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

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.

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

If advice is required outside the scope of our expertise, we can provide an introduction to a trusted, dedicated professional who can carry out the required duties, including life insurance and legal advice.

* Please note that Bell Potter does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors.

Find out more

Whether you are looking for one-off or ongoing 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 our Technical Financial Advice team by sending an email to financialadvice@bellpotter.com.au

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