Our industry compliant and quality assured Financial Planning services are tailored to our clients’ needs.
We provide expert advice for peace of mind, while carefully factoring in your specific needs and circumstances.
Our experienced certified Accountants and knowledgable licensed Financial Planners are here to support you achieve your business and personal goals.
We offer continued support and advice on all financial matters, guiding you through your journey in life, and every situation and decision along the way.
Since 2001, we have been studying the minds of the most financially successful entrepreneurs in the world. We know what it takes to help you create and protect your wealth.
Every day we partner with Accountants to deliver world-class financial services to their preferred clients.
Let us help you implement a reliable and realistic wealth creation strategy that gives you the freedom of a secure financial future.
It’s a given that you have worked hard to get your family and loved ones ahead. When the time comes to hand wealth across generations, we’ll help navigate the complexity, implement strategies to protect those most important to you and maintain the legacy you intended.
Retiring into the lifestyle you have worked for and earned shouldn’t be a difficult road. With the right advice, our financial planners can eliminate all the guess work, so you can maximise your Super and retire with peace of mind.
There are a lot of benefits to having a self-managed super fund or SMSF. Yet the title of these funds gives you a hint – they have to be managed. SMSF can allow you the flexibility to control your own investment strategy.
Optimum financial planning starts with a solid foundation. For a majority, this means protecting what we currently have: our home, our life, our loved ones, our livelihoods.
Optimum business planning starts with a solid foundation and agreement. Here at BPFS, we have the right expertise to guide you and develop the right risk management plan to safeguard your interests.
Best Practice Financial Services offers individually tailored advice on your investments based on a review of your personal circumstances, requirements and attitudes to risk.
Whilst we understand that your taxation advice comes from your accountant, incidental to financial planning, BPFS advice sometimes crosses over into taxation events occurring. Every care is taken to ensure the accountant you work with and the advice you receive from BPFS advisers is congruent and aligned.
The path leading to a comfortable retirement is best secured by taking advice. We first assess where you are now, what your desirable outcome is and how it can be made real. The mechanism by which this is achieved, is a sound and well structured advice process just like what we have built for BPFS clients.
Our clients tell us that accountability is a really important part of keeping on track towards financial goals. They also feel the world seems to change so quickly that it is hard to keep up. Financial plans can’t be set and forget. They need action and work.
Insolvency spike spells even more work for advisors. The JobKeeper Honeymoon is over, and a new reality check now kicks in for many SMEs and their advisors, writes John Peterson. In the last twelve months, public accounting and bookkeeping workloads spiked to apparent all-time new heights. But is the worst really behind us?
2021 will be make or break for SMEs with ongoing business challenges. Over the past 12 months, the number of Australian businesses entering administration dropped 60 percent. 2021 could therefore present more challenges for SMEs than 2020 did. For most, 2020 was a year of challenges never experienced before. Tough, arduous, unrelenting, and exhausting. However, the underlying factors driving change and uncertainty aren’t about to go away.
Protecting your personal information, and keeping it private, is an important part of our relationship with you. We have set our Privacy Policy, which applies to any personal information that you give to us.
This Policy also includes our credit reporting policy, that is, it covers additional information on how we manage your personal information collected in connection with a credit application, or a credit facility. We refer to this credit-related information below as credit information.
Phone
1300 274 636
Email
service@bpfsg.com.au
832 High Street, Kew East VIC 3102, Australia
33 High Street,
Glen Iris VIC 3146,
Australia
Level 57 MLC Centre,
19-29 Martin Place,
Sydney NSW 2000,
Australia
Level 19/10 Eagle Street,
Brisbane QLD 4000,
Australia
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