Brown and Bird Financial Planning was established in 1989, evolving out of a long established and successful accounting practice. The feature that most appeals to our clients is our ongoing support.

At Brown and Bird Financial Planning we are a fee-based consultancy – you know exactly what you are charged, and what you are paying for. Our team is dedicated to providing professional services that are tailored to ensure you achieve increased wealth, security and peace of mind.

We provide a full range of services including:

Superannuation

We recommend strategies, which maximise your financial position in retirement including Self Managed Superannuation Funds (SMSF) and Employee Corporate Plans.

Investment Planning

Recommending the right investments tailored to your individual financial and lifestyle goals.

Retirement Planning

Ensuring that your investment plans – both current and future – will allow you to maintain your desired lifestyle in retirement.

Estate Planning

Structure your portfolio to ensure the smooth, tax effective transfer of your wealth to the next generation. Additionally, we also provide advice in business succession planning by working with your accountant.

Risk Insurance

Develop effective risk reduction and risk transfer strategies including Income Protection and Family Protection Plans.

Buying and Selling Shares

We offer a share broking and research solution supported by Lonsec Limited.

Margin Lending

Margin lending enables an investor to borrow money, add it to their own savings or equity, and use the total for investment purposes. For more information about gearing strategies please contact us.

Regular Reviews

These are a part of our ongoing service offering. In addition to regular client education seminars and newsletters, you are invited to contact us throughout the year for advice and support.