Our mission is to be your trusted advisors to help you make best use of your money and feel confident in your future; to grow and protect your personal and family wealth; to build and manage your superannuation; and to help you achieve financial security, now and in retirement. As a family-owned firm, we know how important family is and we will help you secure your family's financial future.
We help you better manage your money, giving you financial confidence, security and peace of mind. We look beyond just numbers and our aim is to get to know you and to help you achieve your lifestyle goals. We will create your personalised retirement plan so you feel confident about your retirement - at any stage of life.
We help you better manage your money, giving you financial confidence, security and peace of mind. We look beyond just numbers and our aim is to get to know you and to help you achieve your lifestyle goals. We will create your personalised retirement plan so you feel confident about your retirement - at any stage of life.
Services
BND Financial Services is a boutique, family-owned financial planning firm in Launceston providing financial planning, retirement planning and self-managed super fund (SMSF) services for individuals and couples nearing retirement or already retired. Ben has been working in the financial planning industry for over 13 years and as Director and Financial Planner at BND Financial Services for over 5 years.
It can simplify your life, and give you a sense of security and peace of mind about your future. As your personal financial planner, we will consider your circumstances, understand your goals, and develop strategies to help you reach them. Whether that may be to help with tax planning, set the foundations for future wealth for you and your family or have enough money to live comfortably in retirement.
There are over 1.1 million members of Self Managed Super Funds (SMSF) with a total value of over $701 billion invested (source Australian Taxation Office). For those that want to take more control over their retirement, a Self Managed Super Fund (SMSF) is a superannuation fund which is managed by yourself with up to 4 members in the fund.
Consolidate your superannuation, if you have more than one super fund this may help avoid paying unnecessary fees. Determine your attitude to risk and ensure you are invested in line with your risk tolerance. Assist with the many different investment options and superannuation funds including Self Managed Super Funds (SMSF).
Whether you are in the planning stage, transitioning to retirement or already retired, there will be a number of financial and lifestyle decisions you will need to make and we provide a safe pair of hands to guide you through this process. We support you to make smart, informed decisions and provide peace of mind with your retirement planning.
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