Our comprehensive range of professional services are designed to accommodate the exacting needs and complex requirements of successful people.

Central to maximising your after tax cash flows, we recommend a unique blend of smart superannuation, tax, investment, risk management and wealth creation strategies tailored precisely to your personal circumstances. Our services include:

  • Personal strategic financial advice
  • Investment Portfolio construction and management
  • Investment registry, custody, reporting, transactions and administration
  • Personal stock broking and managed fund selection
  • Corporate services including corporate superannuation plans for your business/staff
  • Estate planning
  • Personal risk insurance broking

Successful people demand a professional service. Bell Partners Wealth Creation and Financial Advisory is committed to provided our clients with a highly personalised services offering.

Our Advisers are supported by associate advisers and dedicated client services personnel, which means you always have someone available to assist you.

The team dedicated to managing your personal affairs includes:

  • Your own Private Client Advisory team who are responsible for managing your affairs and are available to assist your with any enquiries you may have.
  • A dedicated Client Service Manager who is available to respond to any general administrative enquiries you may have.

To find out more, simply contact us.