Financial Planning Queensland

BDO Kendalls Financial Planning has been providing quality services to our clients for twenty years. A principal member of the Financial Planning Association of Australia, our business provides financial Planning services to individual clients, professional practices, accounting & legal offices and credit unions.

Our vision is to be the financial Planning firm of choice for clients with a reputation for integrity, quality advice and meaningful service, going above and beyond your expectations.

For further information on how our advisers can assist you and your family, please phone us on 1300 138 991

• 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

• Salary packaging
• Redundancy strategies

• 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

• Personal risk management and advice
• Budgeting and cash flow management