BDO 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
Financial services
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
Career management
Salary packaging
Redundancy strategies
Retirement planning
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