bbkfinancial.com
BBK Notes | BBK Financial Planning | Experienced Professional Advice
http://bbkfinancial.com/bbk-notes
The Answers to Mortgage Stress. July 30, 2015. Warning: The long term answer to mortgage stress is, very rarely, more debt. Now, I’m not a doomsayer, or negative by nature. Quite the opposite. I’m an optimist with the advantage of a front row seat to the finances of ordinary people. I’ve seen what works, and what doesn’t work. The good news is, that it can be pretty simple. The bad news.many people don’t want simplicity. Such is life! A holiday on a credit card! If one or more of the above issues present...
bbkfinancial.com
Advice Warning | BBK Financial Planning
http://bbkfinancial.com//advice-warning
This website is intended to provide general information only and has been prepared without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision. Welcome to BBK Notes.
bbkfinancial.com
How It Works | BBK Financial Planning
http://bbkfinancial.com/how-it-works
The cost of our advice is usually between $1,100 and $8,800. Once we have completed our initial advice we will then offer ongoing advice to you. Our ongoing service can include:. Review meetings at a mutually agreed frequency. Additional written advice and telephone support as required by you. Monitoring of your investments and insurance arrangements. Proactive contact on any matters that require your attention. Provision of investment reports on request. The Answers to Mortgage Stress.
bbkfinancial.com
About BBK | BBK Financial Planning
http://bbkfinancial.com/about-bbk
When Ben Liddicoat founded BBK Financial Planning in 2014, it was built on a simple yet strong belief, that a financial advice business should simply put its clients’ best interests first, without trying to sell them unnecessary financial products. In 2014, it was time to build a business that offers expert, professional advice that was truly in the client’s best interests. BBK Financial Planning has been established based on the following simple principles:. Simplicity beats complexity for most investors.
bbkfinancial.com
8 Tips for selecting a financial adviser | BBK Financial Planning
http://bbkfinancial.com/tips-for-selecting-a-financial-adviser
8 Tips for selecting a financial adviser. November 7, 2014. I have been looking into the work of the ADF Financial Services Consumer Council. This organisation, commendably, provides comprehensive, expert and free financial education for it’s very large workforce. The employer, sees it has a duty of care to it’s staff to provide these services to it’s employees. Bravo! Check whether the adviser is properly licensed or authorised. Ask how the adviser gets paid and how that may affect their recommendations.
bbkfinancial.com
Who Can We Help | BBK Financial Planning
http://bbkfinancial.com/bbk-services
Who Can We Help. BBK helps anyone who is looking for honest, ethical and straightforward financial advice. Our service is based in Sydney, but our clients are from all parts of Australia. All you need to start is a goal or two. BBK helps individuals, young families, retirees, business owners, government employees and many more, in establishing a simple to follow, goal oriented financial roadmap. Some of the people that have found our advice valuable include:. For tax structuring and return optimization.
bbkfinancial.com
Super is your money…..really….it is! Take it back! | BBK Financial Planning
http://bbkfinancial.com/super-is-your-money-really-it-is-take-it-back
Super is your money….really….it is! November 5, 2014. In my 16 years in the superannuation and financial advice business, I’ve spent a lot of time and energy, trying to convince people to treat their superannuation as if it were their own money. Sound crazy? It is when you think about it, but understandable given we live in an age of information overload. I often track down super for clients after years of neglect. Decades in some cases! Consistent comments that I would get were:. My one question to peop...
bbkfinancial.com
Welcome to BBK Notes | BBK Financial Planning
http://bbkfinancial.com/first-post
Welcome to BBK Notes. October 23, 2014. Welcome to BBK Financial Planning. I’ll post my best general ideas about finance, and some favourite links here. I have no set agenda or products to sell, other than my financial advice. There’s a world of information out there, I hope that I can filter out a bit of the rubbish. Many thanks for visiting. All the best! Super is your money….really….it is! The Answers to Mortgage Stress. 8 Tips for selecting a financial adviser. Welcome to BBK Notes.
SOCIAL ENGAGEMENT