FINANCIAL SERVICES
BNR Financial Services is proud to offer advice that allows you to identify, manage and more effectively achieve your financial goals. Whether it’s basic budgeting or investing an inheritance, saving for your first home or saving for your retirement, we tailor our advice to your particular circumstances.
Our financial advice is built around you, and as a result we take a consultative approach. From our first obligation free meeting to our pro-active reviews, we will involve you at every step to ensure you have a full understanding of our recommended courses of action and that you are completely comfortable with each step we assist you in taking. We make a concerted effort to avoid jargon and to explain our advice as concisely as possible, without watering down the facts required to make informed decisions.
With a detailed strategy prepared, we scour the market for the products that will best enable your strategy’s success, recommending only those products and strategies that truly assist in the achievement of your goals. We also perform regular reviews to ensure that those products and strategies remain relevant as your circumstances change.
To arrange that obligation free first meeting please give us a call, send us an email, or book a time directly using our online booking system. Whatever your financial goals, BNR Financial Services is ready to help you on your way.
SERVICES
- PERSONAL BUDGETING AND CASH FLOW MANAGEMENT
- INVESTMENT ADVICE – SHARES VS. MANAGED FUNDS
- ASSET PROTECTION AND PERSONAL INSURANCES
- TAX PLANNING STRATEGIES
- RETIREMENT PLANNING
- ESTATE PLANNING
- FINANCIAL NEEDS PROJECT 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
How do I get started in the investment market? Is there an appropriate time to invest? We offer a diverse mix of practical investment alternatives
How would I meet my day-to-day expenses if I was unable to work due to illness or an accident? How would my family cope in the event of my death? We will calculate and track down the right insurance cover for your individual needs
Can I minimise the amount of tax I pay? Is negative gearing an appropriate strategy for me? We provide calculations and guidance, and offer alternatives
How do I choose a superannuation fund? Is a Self Managed Superannuation Fund right for me? What if I’m interested in a transition to retirement option? Will I be eligible to receive any Centrelink benefits? We cut through the complexity and recommend easy-to-understand solutions
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 the BNR Partners Estate Taxation Team work with on a regular basis.
Who can I trust to co-ordinate my financial affairs with different professional advisers? Is there a simple way to share information and reports with these other professional advisers? We have the skills and knowledge to plan and manage resources to complete your project
SERVICES
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
How do I get started in the investment market? Is there an appropriate time to invest? We offer a diverse mix of practical investment alternatives
ASSET PROTECTION AND PERSONAL INSURANCES
TAX PLANNING STRATEGIES
Can I minimise the amount of tax I pay? Is negative gearing an appropriate strategy for me? We provide calculations and guidance, and offer alternatives
RETIREMENT PLANNING
How do I choose a superannuation fund? Is a Self Managed Superannuation Fund right for me? What if I’m interested in a transition to retirement option? Will I be eligible to receive any Centrelink benefits? We cut through the complexity and recommend easy-to-understand solutions
ESTATE PLANNING
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 the BNR Partners Estate Taxation Team work with on a regular basis.
FINANCIAL NEEDS PROJECT MANAGEMENT
Who can I trust to co-ordinate my financial affairs with different professional advisers? Is there a simple way to share information and reports with these other professional advisers? We have the skills and knowledge to plan and manage resources to complete your project
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