Financial Planning & Advice

As a client of BPW you will benefit from the delivery of strategic advice as either a one-off, modular or comprehensive client engagement.

As a Certified Financial Planner Paul holds the highest credentials when providing you with meaningful and accurate advice to assist you with your financial and lifestyle planning.

Common examples of clients who have used BPW financial planning services include:

  • • Pre-retirees looking to optimise their accumulation of retirement assets and understand cash flows in retirement.
  • • Business owners considering contributing CGT exempt amounts to super following the sale of a business.
  • • Investors wishing to analyse and compare several investments alternatives and strategies available to them.
  • • SMSF Trustees considering whether to leverage a property investment by the use of a Limited Recourse Borrowing Arrangement (LRBA) versus an alternate entity.
  • • Family’s wishing to model the impact of the associated costs of educating children, Government Benefits and moving to one income in the early years.

We look forward to discussing how BPW can be of assistance to you.