WELCOME TO

BD FINANCIAL PLANNING

Strategic advice is not just choosing an investment. It is not just insurance. It is defining your current circumstances and future goals and recommending a co-ordinated plan to help you achieve them.And managing risk.

We help take away the complexity so you can then focus on doing the things that are important - to you.

So how are we different from most other Financial Planning Businesses?

We are a boutique business and we have our own Australian Financial Services License (AFSL). As we are not licenced through a bank or life company, we can therefore provide strategic advice focussing  on providing client solutions based on client needs.

Whether you need assistance with the aged care decisions for your parents, planning the funding required for that 25 year holiday (retirement) or just starting out - call us.

We'd love to be able to help. Click below for a free financial check.