Establishing financial goals is the key to building your wealth, providing for your family, securing your retirement and achieving the lifestyle you want.

 
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Financial Planning is essential for everyone.

Bush & Campbell can provide you with a personalised, professional and trustworthy financial planning service. It is important to us to help you achieve financial security and peace of mind. Our promise is that the advice you receive from us will be researched and tailored to your personal situation.

 

Building your wealth

Do you want to ensure you are planning for the future, making the right financial decisions or reaching specific financial goals?

Financial planning is about dealing with life's financial issues and understanding your opportunities and options. It is about developing a financial strategy to meet your lifestyle needs today and your financial goals tomorrow.

It’s time to consider financial planning when you are:

  • Getting married
  • Starting a family
  •  Starting your own business
  • Advancing in your career
  • Trying to pay off a mortgage
  • Concerned about rising expenses despite increases in your salary
  • Suffering a serious illness or injury
  • In the midst of a separation or divorce

Let us help you with:

  • Budgeting
  • Setting financial goals
  • Debt reduction planning and cash flow management
  • Wealth creation strategies
  • Investment strategies - shares, managed funds
  • Superannuation strategies - salary sacrifice, transition to retirement
  • Salary packaging and remuneration
  • Asset protection
  • Tax effective planning strategies
 

"Your financial planning journey can take you on many different paths, having a trusted advisor to give a guiding hand and create peace of mind can make a big difference." - Ann Thompson

 
 
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Prepare for the unexpected

Wealth creation is the part of your financial plan that helps you build assets to meet your financial goals.

Your goals may include saving for your children's education, an overseas holiday, or a comfortable retirement.

Wealth preservation (risk insurance) helps you protect your ability to create this wealth. Your wealth creation plan will be based on the assumption you'll stay healthy and live to a certain age, but there may be unforeseen circumstances which can impact on your plans. Risk insurance may help you to continue meeting your financial goals if you lose your ability to work through illness or injury.

Let us help you with:

  • Income protection
  • Life Insurance
  • Total & Permanent Disability (TPD) insurance
  • Trauma Insurance
 
 

Preparing for retirement

The bulk of your mortgage is repaid and the major expenses for the kids may now be over, but do you know how to structure your lifestyle and maximise your income and investments to prepare yourself for retirement?

At this stage in your life, retirement planning and wealth accumulation becomes a major focus.

Are you considering:

  • Winding back work hours?
  • Redundancy?
  • What happens if you suffer a serious illness or injury?
  • Helping the kids get established?
  • How to help your ageing parents - how you give them your time?
  • Getting the final part of the mortgage paid off? Paying off your mortgage?
  • Selling a business?
  • Caring for young grandchildren?
  • Making a sea change or downsizing your home?

Let us help you with:

  • Wealth creation and investment strategies
  • Contributing existing investments into superannuation
  • Retirement planning strategies
  • Budgeting for retirement
  • Asset protection

 

Our Financial Planning Experts

Any information on this website is general advice only and does not take into account any person's objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision.

Always obtain a Product Disclosure Statement (If applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.

Bush & Campbell Financial Services and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

Fortnum Private Wealth Privacy Policy

 
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