Bearded Dragon Finance
Bearded Dragon Finance is a financial advisory and consulting company located in Melbourne, Victoria. We offer strategic advice and services tailored to meet your individual needs and guide you towards making significant decisions both in your private and professional lives.
What We Do
Financial planning is all about attaining your goals without harming your prospects. This is why our services are focused on providing you with a complete understanding of your finances and giving you sound advice on how to navigate tricky financial decisions and come out all smiles.
Our team of experts adopt industry best practices and continuously look for better approaches to help you in achieving the financial growth you seek.
We provide our clients with services which include
Just like everyone with goals needs a plan, everyone with financial goals also needs financial planners to help in making informed and rational decisions. Our clients’ list includes individuals, professionals, families, businesses, and organisations in need of sound financial advice to achieve their lofty goals.
If you belong to any of these categories and need the services of well-informed and experienced financial experts, then, you have come to the right place.
How We Do It
With us, financial planning is not a one-size-fits-all. Our business services exist based on the complete needs of each client. And every advice is given only after a thorough analysis of their financial position.
Below is a step-by-step process of how we do this.
- Introduction: Once you initiate contact with us, an overview of our strategy is presented to make you better understand our services. You can then fix an appointment with our team.
- Understanding You and Your Needs: As part of our ultimate goal which is to provide you with quality services, we seek to understand your needs, and we do this through a questionnaire that will provide us with necessary information about you and your needs.
- Fee Presentation: Our quality service is backed up by affordable fees which we would make you aware of beforehand.
- Initial Strategy Deliberation: This is the stage where we discuss and deliberate on the various options and strategies available to meet your financial needs. With a detailed explanation of the options and the consequences of each, you can make the best decision. Don’t worry; we’ll be around to help you through it.
- Modelling: We use economic models during the strategy discussion to help you further grasp the whole situation and be well-informed. You can see your financial prospects right before you in clear terms.
- Our Formal Recommendation: As we offer not only consulting but also advisory services, we give the best recommendation based on the available information and provide further clarification when necessary.
- Preparation of Paperwork: After reaching an agreement, we prepare the necessary documents to execute your decisions.
- Implementation Management: Working with top financial institutions and service providers, we help to execute your decisions and actualise your financial goals.
- Continuous Support: Our work doesn’t finish with the execution of the plan, we also stay in touch and keep you up-to-date with the result of the implementation while offering advice and guidance on how to improve the plan based on future developments.
We are a consulting and advisory company focused on providing our clients with the best advice to secure and improve their finances. We ground our relationship with our clients on four pillars.
Independence and Objectivity
Our team of experts gives independent opinions based on available information. We have no affiliation with any financial institution.
Comfort and Convenience
Our goal is to ensure that financial planning is done with ease and at your comfort. As such, we offer our services in whatever manner that best makes you at ease.
We believe you must be well informed to make the best decision and stand by it. Thus, every information and option is presented logically and understandably for everyone.
By understanding the full extent of your financial needs and goals, we can provide solutions that are fit for you. With us, the client comes first, and we tailor each service to meet the client’s tastes and needs.
You can reach us physically in Melbourne, Victoria.