We are excited to announce the launch of businessDEPOT Financial Planning in our Brisbane office.
While Simone Murad and our NSW team has been providing financial advice to our Sydney clients for some time, the launch of a Brisbane Financial Planning service offering will enable us to expand the suite of services available to help you.
Whether you are a business owner or part of the senior management team, we know you have more to balance than most from a financial planning perspective [and that’s before we even consider the time you need to get a personal financial plan in place]. So our offering will be all about ‘you’ – the person behind the business!
Mitch from Hood Advisory has merged his business into businessDEPOT Financial Planning Brisbane, expanding our services and bringing his financial planning and personal insurance expertise to the team for our clients to lean on. As a Collective member, Mitch is someone we have referred to regularly so we know, like and trust him to deliver services and advice in the ‘businessDEPOT way’.
We also congratulate Megan Kelly on her appointment as a Director of businessDEPOT Financial Planning Brisbane. With her self-managed super fund expertise, Megan has always been well positioned to provide support and advice in this area but as a Director of businessDEPOT Financial Planning, Megan will be able to help with even more of your affairs.
We can now provide the following financial planning advice on:
- Insurances including income protection, life, TPD and trauma
- Buy/sell and key person insurances to help business owners
- Personal net wealth reviews and cash flow budgeting
- Goals-based wealth and retirement planning
- Superannuation – self managed or an individual’s account
- Investment portfolios
- Estate planning
In the classic businessDEPOT way of doing things, if you already have a financial planner and we already work with them, nothing will change – it’s business as usual.