Personal budgeting and cash flow management
Where does all my money go?
How can I start to save for my holiday, car, first house or investment property?
We help you prepare and monitor a personal budget to grow your savings
Investment advice – shares vs. managed funds
Asset protection and personal insurances
Tax planning strategies
Our team are able to assist you with your estate planning processes, by adopting a collaborative team approach with your lawyer and accountant, a method that ultimately ensures that all issues are identified and discussed and results in the best outcome being achieved. Should you not have a relationship with a solicitor, or an accredited wills and estate specialist, we would be happy to provide you with a couple of referrals from the many specialists across the country that BNR Partners Estates and Trusts Division work with on a regular basis.