If you want to find the answers and make the most of your financial journey, it's important to have an advisor who can help you along the way. That's exactly what you can expect from BCA - Accountants & Financial Planners - we will get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms.
The first step is our Initial meeting, where we ask a lot of questions, and identify where we may be able to add value to your situation. If we all agree that we can help, and you want to progress to the next stage, we would detail a fixed fee for our initial advice, and any structural changes we would propose.
The first step is our Initial meeting, where we ask a lot of questions, and identify where we may be able to add value to your situation. If we all agree that we can help, and you want to progress to the next stage, we would detail a fixed fee for our initial advice, and any structural changes we would propose.
Services
No matter what your stage in life, we can help you navigate the prevailing economic & financial waters. Whether you have a specific need such as looking for a better rate on your home loan, making sure your insurance cover meets your needs or you're considering how to develop and implement a tailored retirement, wealth creation or wealth management plan, we can help.
