Welcome to Best Interest Financial Planning
The world is a constantly changing place. At Best Interest Financial Planning, we take the time to get to know your particular circumstances to provide a clear and tailored solution to meet your specific needs. Tell us what your financial goals are, and we can provide you with custom advice without the need for you to know how all the different facets of the rules and taxes interact.
Based in Bondi Junction, but servicing the Eastern Suburbs and greater Sydney. There is no cost to you until we agree on a strategy that will meet your needs. Let us help you to save yourself time, with quality financial advice, all in your best interests.
“Decide what you want and make a plan. Of course you should do your own research and consult widely. But don’t delay endlessly. Start now and I guarantee you will be better off.”
Jeremy Green, Director | Best Interest Financial Planning Pty Ltd
Need expert financial advice? We can help...
The services that we provide to you are all documented in writing, written in plain English and kept as short as possible. We take the time to explain the ins and outs to you until you are ready to make your own mind up.
Advice and access to research for the best managed funds, direct shares, hedge and exchange traded funds (ETF’s). Tailor your investments to match market conditions – take advantage of a falling dollar or invest in gold, focus on developing local companies or use internal gearing to try to boost investment returns.
SUPERANNUATION AND RETIREMENT PLANNING
Advice and access to product and feature comparisons, strategies to reduce or eliminate your tax, boost your super or provide you with additional cash flow. Find out where you stand compared to others, find and combine your super funds.
Advice and strategies to help you deal with Centrelink, improve your access to government assistance like the Age Pension, as well as navigate the complexities of the Age Care system. Special investment structures can often be used to reduce assessable income and there may be exemptions for assets, allowing you to receive additional assistance.
Advice and access to personal and business insurance product and feature comparisons, that enable you to focus on products and options that may provide a better chance of successful claims. We can also help those with medical conditions to investigate which insurers will offer more favourable terms or remove existing conditions.
CASH FLOW ADVICE
Advice and access to software that allows you to track your spending. The first step to building a savings plan is find out where you are wasting your hard-earned income. This will enable you to cut your expenditure, commence paying down debt or save for a deposit on a property.
MORE THAN JUST ADVICE
As a free service to our clients, we provide additional services free or charge: a retainer relationship – so you can contact us with any questions whenever you need advice or assurance; administration services – we can pre-fill forms, track applications and ensure your advice is fully implemented; nominee service – allows us to liaise with product providers like super funds and insurers, Centrelink, and other finance professionals on your behalf.