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Financial Planning


This is a very broad topic that covers: 
•    Creating Wealth by investing into shares, managed funds and property
•    Minimising tax on income and investments
•    Having insurance in place to protect your family
•    Reducing debt
•    Contributing appropriate amounts into superannuation
•    Building a nest egg for retirement
•    Generating an income in retirement
•    Accessing Centrelink benefits where appropriate  
•    Having an estate plan

This requires the assistance of a licensed financial planner who has knowledge in each of these areas and more. The first consultation is free so what is stopping you from making an appointment with our Authorised Representatives of Lonsdale,Gary Page or Terry Hargreaves.



Latest Market updates

Snapshot July 2010 Snapshot July 2010 (987 KB)



Archived Publications


If you wish to receive these publications by email please contact:  bwm@belmores.com.au

Page NE Pty Ltd, TJ Hargreaves Pty Ltd, and CG Howe Pty Ltd trading as Belmores Wealth Management are Authorised Representatives of Lonsdale Financial Group, ABN 76 006 637 225, AFSL No. 246934.