Financial planning
Following our advice process will ensure you have:
A plan in place.
Structures that optimise your wealth creation in terms of fees and taxes.
Exploration of all a wide variety of strategies and options that would provide you with a desired outcome
Access to a support network of professionals including accounting partners and lawyers.
By having a plan we can:
Protect what you have
Maximise your outcomes
Minimise your fees and taxes
“People spend more time planning a BBQ than planning their estate matters’
Bruce Broadbent
Testimonial
“I have known Bruce for over 15 year now. He initially set-up a 'low risk' share portfolio that has increased steadily over the years. The kids have now left home and we are able to contribute more to this portfolio. As our lives transition towards retirement, I continue to rely on and trust Bruce to give me the best advice on how to achieve our financial goals. I am very happy I met him when I did.”
— Steve Naxos