Take control of your superannuation, consolidate accounts and unlock more earning potential. Unlock real-world wealth by using your cashflow and debt to your advantage, not the banks. Learn how to make your money work for you without making huge sacrifices to your current lifestyle. Bedrock Financial Services Pty Ltd ABN 86 168 455 927 is a Corporate Authorised Representative #456732 of Bedrock Wealth Advisers Pty Ltd ABN 21 629 143 460 AFSL 513052.
Services
This first meeting is where we get to know each other. We explain how we operate, as well as what you can expect. We also spend some time gathering information on your current circumstance and objectives. We think this is the most important steps as we partner with our clients for many years. During the first meeting, you let us know what you actually want to achieve.
Superannuation is a compulsory initiative that we love. Simply put, your super can reduce your income tax and prepare you for a comfortable lifestyle when you retire. As your nest egg grows there are multiple opportunities to consider. For example, did you know that you can buy a property with your super account?
A Self Managed Super Fund (SMSF) is run to build the retirement savings of its members. Members have control over the management, investment and administration of all aspects of the fund. SMSFs are popular due to their ability to purchase property and greater flexibility. While SMSFs are good long term investment tool, your advisor will make sure they are appropriate for you and your situation.
The need to protect your income is not just about you. When you have the appropriate level of personal protection insurance you are looking after yourself and those most important to you. Peace of mind is available and completely tailored to your situation. In Australia there are 23 times as many motor vehicle insurance policies compared to trauma protection.
Reviews (6)
Samantha Tyrer
Nov 22, 2021
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Samantha Tyrer
Nov 08, 2021
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Upama Hayder
Nov 05, 2021
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Of course goes without saying Bedrock Financial Services team is awesome and very much like an one stop solution. James ,Cindy and the team are well professional , always looking for your best financial interest and provide best advise. They are always reachable and never let you down. For good quality , good value , professionalism and responsiveness they are highly recommended.
Julie De Manincor
Oct 14, 2021
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James and his team went above and beyond what I expected, helping to ensure I am happy and find value in the products & services on offer.
There was great customer support from beginning to end of the process.
The service was smooth and straightforward.
Everyone I had dealings with provided excellent customer service, and took the time to answer all of my questions and all responses were prompt. Thank you to the team
There was great customer support from beginning to end of the process.
The service was smooth and straightforward.
Everyone I had dealings with provided excellent customer service, and took the time to answer all of my questions and all responses were prompt. Thank you to the team
Ye Ying Wu
Aug 13, 2021
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Bedrock Financial Services have been a pleasure to work with, they are professional, friendly, prompt, responsive and engaged. James, Cindy and team have provided up to date information, worked tirelessly in the background to ensure all that has been discussed are implemented successfully. I would definitely recommend Bedrock FS to all of my family and friends.
Heath Maguire
Jul 09, 2021
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James and the Bedrock team have been providing financial advice for me for more than 6 years. As a sole income business owner, I needed to make sure that my family is protected should anything unplanned occur. James took me through all of the options and explained them clearly. I learned a load during the process. We have yearly check in's to make sure everything is setup in the best way. He also works closely with my business and personal accountant. This reduces my need to be the 'go-between' and ensures all areas of my finances are handled. Thanks guys, here's to many more years to come!
