BPM Financial
Financial Services - Sydney, New South Wales, Australia
BPM Financial Details
BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future. We assist individuals who are looking to maximise their financial potential, effectively prepare for retirement, protect their existing wealth or structure their affairs following a significant life event.Our aim is to provide customised advice, written in plain English and backed by extensive market research, which matches your individual requirements and concerns. By taking a holistic approach and spending time to understand your specific needs, BPM Financial is able to translate your lifestyle goals into an achievable financial strategy, allowing you to reach your aspirations sooner.We can provide advice on a broad range of investments, including direct shares, managed funds, direct property and personal insurance. BPM Financial Pty Ltd is an authorised representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 I AFSL 230323. Consultum Financial Advisers provides BPM Financial with a range of facilities, including compliance, technical support and investment research to allow BPM Financial to provide high quality financial advice to you.
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