B&W Additions Pty Ltd
Financial Services - Melbourne, Victoria, Australia
B&W Additions Pty Ltd Employees
B&W Additions Pty Ltd Details
Whether you are planning for the short term, the long term or somewhere in between, if you want to be able to manage your money better then B & W Additions can help you. At B & W Additions, our aim is to provide expert professional advice and excellent service to all our clients. We know that each of our clients is different. We listen to our clients and endeavour to work with each one to ensure that they are confident that we are helping them make informed decisions on how best to achieve their individual financial and lifestyle goals. Our Financial Planners, Tom Weir and Rodney Johnstone are both very well respected in the industry. They both have many years of experience putting into place comprehensive tax effective strategies for people across different ages and stages of their lives. Vicki Lee assists Tom & Rodney in administration and is a valuable additions to the Financial Planning team. B & W Additions Pty Ltd operates as a Corporate Authorised Representative of Total Financial Solutions Australia (an Australian Financial Services Licensee AFSL No 224954) and Tom and Rodney are Authorised Representatives of Total Financial Solutions Australia. Our Services: • Superannuation • Retirement Planning • Insurance • Building Wealth • Investments • Estate Planning • Centrelink & Aged Care Why you need B&W Additions: • Structuring of tax effective investments • Investing proceeds from asset sales • Looking to optimise superannuation • Looking for retirement strategies • Seeking insurance • Looking to manage a self-managed superannuation fund (SMSF) • Creation of a regular savings plan • Needing advice on pension eligibility and entitlements • Estate planning • Reducing debt Phone; 03 9629 1433
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