Bearded Dragon Finance
Get strategic information and services tailored to meet your individual needs and a financial guide 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 Financial Planners will focus 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.
Your elected of experts adopt industry best practices and continuously look for better approaches to help you in achieving the financial growth you seek.
Financial planners often provide the following key services:
Wealth Management
Management and advisory services for families, business owners, and high net worth individuals to help them with achieving their financial aspirations and safeguarding their assets.
Your team of professionals should exhibit a high level of diligence and expertise in managing clients’ portfolios. Services designed to meet each client’s requirements.
Finance
The ability to access financing when needed is essential if individuals and businesses are to reach their goals. Finance brokers understand this very well and are always ready to help. They allow clients to secure loans for different purposes. With access to various lenders and credit facilities, your broker will work diligently to secure the best loan possible. Good relationships with clients makes it easiest to give well-informed and quality advice that will suit their financial conditions.
Insurance
Financial planners provide a variety of insurance packages for clients to ensure they can protect their assets at all times. Regardless of your needs and the assets in question, experts will be able to evaluate the assets and your financial position and make recommendations based on this evaluation. Knowing the inherent risks that accompany every asset, protecting yours from all unforeseen harm or loss will be a top priority. Financial safety of clients is the ultimate goal.
Estate Planning
This service deals with the seamless transfer of your properties to beneficiaries after death. Your financial planner will be committed to fulfilling your desires and prioritising your needs even after your death. They’ll achieve this through comprehensive estate planning tailored to meet your circumstances. With this service, your financial planner will ensure the proper distribution of your assets after your death and prevent the disagreement that usually results from improper placement.
ITS ABOUT THE PEOPLE
Just like everyone with a goal needs a plan, everyone with financial goals also need financial planners to help in making informed and rational decisions. Your financial planner’s client list should include 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, we’ll point you in the right direction.
How IT’S Done
Financial planning is not a one-size-fits-all. 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 it’s done.
- Introduction: Once you initiate contact with a potential financial planner, an overview of their strategy is presented to make you better understand the services.
- Understanding You and Your Needs: As part of the ultimate goal which is to provide you with quality services, your planner will seek to understand your needs. They’ll likely do this through a questionnaire that will provide them with necessary information about you and your needs.
- Fee Presentation: Check that quality service is backed up by affordable fees which were made known before engaging.
- Initial Strategy Deliberation: This is the stage where your planner will 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.
- Modelling: Your planner will 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.
- A Formal Recommendation:Your planner will then give you the best recommendation based on the available information and provide further clarification when necessary.
- Preparation of Paperwork: After reaching an agreement, your planner will prepare the necessary documents to execute your decisions.
- Implementation Management: Working with top financial institutions and service providers, they’ll help to execute your decisions and actualise your financial goals.
- Continuous Support: The work doesn’t finish with the execution of the plan. Your planner should 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.
About
An informative financial planning website focused on providing people with information to secure and improve their finances. Helping to open financial doors for Australians using four pillars of service.
Independence and Objectivity
Get independent opinions based on available information. Your financial planner should have no affiliation with any financial institution.
Comfort and Convenience
A goal is to ensure that financial planning is done with ease and at your comfort. As such, we offer generalised financial planning information in a manner that best makes you at ease.
Clarity
Your financial planner understands 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.
Tailored Solutions
By understanding the full extent of your financial needs and goals, your financial planner can provide solutions that are fit for you. The client comes first, and your planner will tailor each service to meet the client’s tastes and needs.
Location
Melbourne, Victoria.