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BMC Financial Planning

Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. 

These strategies provide a separate source of income to your business or employment income. 

Our aim is to provide expertise and experience to guide you on the path to achieving financial peace of mind.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at BMC Financial Planning to guide you towards achieving your financial goals. 


BMC Financial Planning Pty Ltd is an authorised representative of Global Wealth Ltd (AFSL 254 544)
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General Advice Warning:

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult BMC Financial Planning to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Disclaimer:

Whilst BMC Financial Planning is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by BMC Financial Planning or GPS Wealth Ltd or any officer, agent or employee of BMC Financial Planning or GPS Wealth Ltd.