How we do it

We focus on improving every individual's life experience

We achieve this through building deep relationships to understand your vision, help creating a pathway & nurturing you through your journey.


What is Financial Planning


It's not just about solving your money problems

It's not just about a single focus

It's about using a strategic plan to bring your dreams to life

OUR SERVICES


Our strategies are based on what is in the best interest of our clients

FINANCIAL PLANNING ADVICE


Whatever your desired lifestyle, it requires a financial plan to secure your future. Our approach is holistic and interactive, allowing you to have full control over your future and tailoring everything from buying a home, investing or addressing how to fund education for your children. We are committed to guiding you through your financial journey.


WEALTH ACCUMULATION ADVICE


Building wealth in a lifetime is an important part of your financial independence. That’s why a good financial adviser will work with you to determine what your money needs to do for you. Everyone has different goals and objectives so at Beresfords we spend time to understand and tailor your plan that will maximise the chances of your wealth growing by design.


SUPERANNUATION ADVICE


Unique to Australian retirement is superannuation. Superannuation is a fantastic vehicle through which you can set up your family’s future after you retire, but it can be tricky to work with. To help you maximise your retirement savings, let one of our expert advisers guide you. We will talk about your plans; what strategy best works for you and open your eyes to the value that can be added to your retirement funds over time.


MANAGED INVESTMENTS


With the wide array of investment options that saturate the market, our goal is to completely customise your investment solution around your ideal lifestyle. From an active or passive fund to a single asset or a multi sector account, there is so much choice, each with their own pros and cons. Our role is to sift through the jargon, explain your options in a language you understand and help implement the most appropriate solutions to assist you in achieving your long term financial goals.


DEBT MANAGEMENT & CASH FLOW ADVICE


Careful analysis of your cash flow and expenses can result in additional monies being available. We will work with you to keep your interest rates payable to the banks as low as possible and the returns on your cash flow as high as possible. Our advisers can assist and mentor you to make smarter financial behaviours that in the long term will provide you with greater wealth and peace of mind.


LIFE & DISABILITY INSURANCE ADVICE


To protect yourself and your loved ones in times of crisis, allow us to help you invest in an insurance portfolio that best suits your worst case plans. That way, no matter how rough the situation, you have the peace of mind that you and your family is at least financially secure. At Beresfords we work with you to make sure your policies best suit you and your personal situation providing you comfort in your decisions.


RETIREMENT PLANNING ADVICE


Retirement is about being financially independent, about knowing you are no longer working for money – you are working because it gives your life meaning. Whether you wish to retire in the traditional sense or just wish to be financially independent. Our experience advisers are passionate about you, where you are heading and how we can get you there.


SOCIAL SECURITY BENEFITS ADVICE


Want to know if you qualify for Social Security but don’t know where to start? Our advisers can help you get the benefits you need and deserve, from disability to old age assistance. We’ll guide you through the usually tedious process and make sure your financial needs are covered.


Beresfords Financial Planning

Helping people have their best life experience. Watch our story

75%

Of Australian have made no plans or very loose plan to achieve their dreams

Why most people don't achieve their financial dreams?

What if we help you build a plan?

What if we could face your financial fears together?

What if we could help you find a trusted adviser?

GET TO KNOW MORE ABOUT OUR FINANCIAL ADVISERS


Call our advisers today: 1800 688 688


We look forward to hearing from you

TALK TO US

CLIENTS TESTIMONIALS


Deborah & Gary

Client since 2003

Valerie & Jason

Client since 2012 | 2017

Sasha

Client since 2016

Warwick

Client since 1998

CONTACT US FOR MORE INFORMATION ON OUR SERVICES


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