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
Click
here to find an experienced Adviser in your
area.