B & J Financial Pty Ltd

1 Gareth Court Cornubia, QLD 4130

Click the number below to call

07 3177 7745 Please enter the code 088 79 when prompted.
www.bnjfinancial.com.au
Always leave a contact phone number and a message on my voicemail so that I can return your call.

Opening Hours

  • Appointments Available
  • Flexible hours by appointment
  • Times vary - call for details

About B & J Financial Pty Ltd

 You are seeking good personal financial advice via this website - Desimarket, and you are traying to figure out where to go, where to start? Well, I maybe able to fulfil this need for you. 

Brisbane based B & J Financial Pty Ltd  is a STRATEGIC Financial Planning firm, with access to interstate meeting locations in Western Sydney and Melbourne. The advice services available directly are in the areas of Personal Insurance (Income Protection, Crisis Recovery, KeyPerson, Life, TPD), Self Managed Super Funds, Wealth creation and protection, Debt minimisation, Budgeting, Investments, Retirement planning, Estate planning and SUPERANNUATION advice  which all are generally Financial Planning matters.  

I have a personal belief that in order to help people achieve their financial goals, there has to be sound advice provided and the appropriate strategies implemented. There is no better feeling then when clients come back to say "why didn't we meet with you much earlier, we would have been way ahead by now" giving me the satisfaction of knowing that they may not have to endue what difficulties my family had years ago.

I work on a very simple philosophy. The end result can be very sweet provided we are able to connect as clients and adviser/planner. To acheive this, right at the outset at my first meeting, I outline who I am, what I can do, my working methods as a professional as well as a person and I like those whom I meeting to do the same. This forms the very basis of whether we can establish a long term working relationship. if YES, then the information shared allows the research, analysis and recommendations to be be geared toards meeting the actual requirements of those seeking advice. Without this, the discussions are of no value and everyone would be wasting their time and I inform those who are not comfortable with me to seek the services of another Financial professional with whom a rapport may be developed.

I work with a personalised approach to specifically meet client requirements, enabling them to realise the best possible outcomes for their financial objectives and on developing a long term working relationship with clients seeing each other as trusted partners in the pursuit of achieving important financial goals.

If any of your strategies require the services of other specialists such as an Accountant, a Mortgage Broker, and/or Solicitor, I am happy to guide you to their services as I only work with fellow professionals that have a similar mindset and will do the RIGHT thing for you.

 

 

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Accepted Payment Methods

  • Mastercard / Visa Mastercard / Visa
  • Transfer to Bank Account Transfer to Bank Account

Languages We Speak

  • English
  • Hindi
  • Fiji

Photos

Address

1 Gareth Court, Cornubia QLD 4130

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