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FINANCIAL PLANNING

Your financial security can only be achieved with a careful and considered strategy that takes into account your current financial and non financial situation, opportunities and threats to build wealth and your lifestyle goals. In addition, you need to take into account government legislation that may impact your investments or taxation liabilities as you move through different stages of your life.

Bradfield Partners will work closely with you to understand your current financial situation, your attitude towards investment risk and your lifestyle goals. Then we will provide you with an informed investment strategy to suit your current situations and goals. By offering you in-depth and relevant information on your investment options, tailored to your needs, you’ll be able to make considered decisions surrounding corporate bonds, term deposits, local body and government stock, Australian and international shares, and managed investment funds.

As part of our ongoing financial planning service, we’ll keep you informed of market trends, advise you on taxation and superannuation, help you monitor your investment portfolio and assist you to manage your financial reporting requirements.

At Bradfield Partners, we enjoy long-term, professional relationships with all of our clients. We invite you to attend a confidential meeting, at no charge, to discuss your financial plans.

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Impartial advice from a qualified team. We don't work on a product focused or commission basis.

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