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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 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 BFAA Accountants to guide you towards achieving your financial goals.

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Meet The Team

Bill Pugh
Director
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Sue Ritchie
Chartered accountant
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Cathy Pickering
Assistant Accountant
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Karen Kendall
Client Administrator
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Laura Pugh
Graduate
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