To us, strategic advice is the foundation of financial planning – which is why we start here.
It creates a roadmap to take you from where you are to where you want to be. Our goal is to plan ahead with you to give you the freedom to enjoy the lifestyle you want, without the stress.
To build your personalised map, we consider your cash flow, your balance sheet and, most importantly, your personal desires. With these as a framework and you at the core, we consider the current laws, rules and regulations that exist and design solutions that are in your best interests. Whether that’s focused on creating wealth, reducing debts, minimising tax, contributing to super or putting your surplus cashflow to best use, we’re by your side to ensure you make well-informed decisions, all while considering what you’re comfortable with.
Beresfords strategic advice is not about creating a once off plan, because your finances change as you do. We’ll be in contact regularly to evolve your plan as circumstances