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Financial Planning

 

BELL & BELL FINANCIAL GROUP PTY. LTD. has now entered into a Joint Venture with ‘Link Financial Services Pty. Ltd’.

Being your Accountant and Tax Advisor means that we know and understand your financial circumstances. This enables us to assist you with planning your financial directions.

The director of Link Financial Services Pty. Ltd. is Ben Kohn. He has over 7 years experience in Financial Planning. Ben can assist you with Investment Strategies, Wealth Creation, Retirement Income Planning, Estate Planning, Superannuation, Wealth Protection products and strategies, Direct Shares and Mortgages.

We can arrange for you to meet Ben at our office to discuss and review your current financial position.

 

Contact Barry at the office on (03) 9509 6633.

 

 

 

 

Disclaimer
This website has been prepared for our firm as a general guide to our services. We invite you to seek professional advice and assistance from ourselves which will be specific to your particular circumstances. We cannot accept any liability for any action taken or not taken as a result of this information alone.

 

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