Financial Planning Ballarat
Planning for the future is vital for long term security. At Barker and Jennings we provide financial planning and stock broking information to help you with all aspects of financial planning. We can co-ordinate reviews, monitoring and advice on investments, superannuation and insurance.
Barker and Jennings are experts in taxation and savings issues and can assist with the formulation of retirement and wealth creation strategies.
Financial planning ensures your financial goals can be met through developing effective strategies that strengthen your financial security. These strategies provide a source of income other than your business or employment income.
At Barker and Jennings we are able to discuss with you your financial options and provide a three stage service in financial planning:
- initial financial advice
- implementation of financial plan
- ongoing investment portfolio management
Whether you are a business owner or employee, your financial goals are likely to be much the same – our financial planning team are specialists in providing individually tailored, strategic financial planning solutions for individuals, families and businesses.
Our full range of financial planning services includes:
- investment advice
- gearing strategies
- savings and education funding plans
- retirement and superannuation planning
- insurance and asset protection
- access to estate and succession planning