Bedrock Financial Services Bella Vista, NSW

Take control of your superannuation, consolidate accounts and unlock more earning potential. Unlock real-world wealth by using your cashflow and debt to your advantage, not the banks. Learn how to make your money work for you without making huge sacrifices to your current lifestyle.
Bedrock Financial Services Pty Ltd ABN 86 168 455 927 is a Corporate Authorised Representative #456732 of Bedrock Wealth Advisers Pty Ltd ABN 21 629 143 460 AFSL 513052.

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Services

About us

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James has helped his clients build their financial independence for more than 14 years. He cuts through financial jargon and empowers his clients with knowledge, advice and experience. James has advised in both large corporate accounting firms and small boutique practices prior to starting Bedrock.

How we work

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This first meeting is where we get to know each other. We explain how we operate, as well as what you can expect. We also spend some time gathering information on your current circumstance and objectives. We think this is the most important steps as we partner with our clients for many years. During the first meeting, you let us know what you actually want to achieve.

Superannuation

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Superannuation is a compulsory initiative that we love. Simply put, your super can reduce your income tax and prepare you for a comfortable lifestyle when you retire. As your nest egg grows there are multiple opportunities to consider. For example, did you know that you can buy a property with your super account?

Self Managed Super Funds

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A Self Managed Super Fund (SMSF) is run to build the retirement savings of its members. Members have control over the management, investment and administration of all aspects of the fund. SMSFs are popular due to their ability to purchase property and greater flexibility. While SMSFs are good long term investment tool, your advisor will make sure they are appropriate for you and your situation.

Personal Protection Insurance

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The need to protect your income is not just about you. When you have the appropriate level of personal protection insurance you are looking after yourself and those most important to you. Peace of mind is available and completely tailored to your situation. In Australia there are 23 times as many motor vehicle insurance policies compared to trauma protection.

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