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BSR Financial Advisers Pty Limited

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BSR Financial Advisers Pty Limited

Profile:

Our comprehensive range of services can help you create, manage and protect your wealth, no matter what stage of life you’re in. Our services include:

   * Wealth accumulation — in consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
   * Retirement planning — we can help you reach the lifestyle you aspire to in retirement and can also structure your finances to maximise any Centrelink benefits.
   * Risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family – no matter what happens.
   * Superannuation — superannuation is a great way to maximise your retirement savings. BSR Financial Advisers Pty Ltd can help you make the most of government incentives including effective taxation treatment.
   * Pension and allowance maximisation — we can help you structure your finances to maximise Centrelink benefits.
   * Estate planning — working in conjunction with your solicitor, we can help ensure your assets pass smoothly to the right people and in the most tax-effective manner.
   * Access to buying and selling shares — shares can play an important part in any wealth accumulation strategy.
   * Investment advice, review, implementation and reporting — we can provide you with initial advice, implementation of your wealth strategies, ongoing review to make sure your plan is still suitable, and thorough yet easy-to-read reports on your investments.
   * Redundancy advice — if you’re about to receive a payout (or already have received one), we can help you maximise the effectiveness of your payout and prepare for your next job.

Overview:

BSR Financial Advisers Pty Ltd was established in March 2009, bringing together the partners, Brogan & Scaltrito and Phillip Reid & Associates Pty Ltd. Our company provides a range of wealth advice and assistance to help people grow, manage and protect their wealth.

We offer our clients a range of services and financial solutions, covering wealth accumulation and wealth protection strategies so you can get the most out of your finances.

Through our highly qualified team of professionals, we can help you take control of your finances and your future.

We also work very closely with Brogan & Scaltrito Chartered Accountants giving you access to a more holistic service.

Note: The directors of the accounting firm, Brogan & Scaltrito Chartered Accountants own 50% of the financial planning entity BSR Financial Advisers Pty Ltd. The remaining 50% equity stake is owned by our adviser, Phillip Reid. Clients may also access accounting services via Brogan & Scaltrito Chartered Accountants.

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