We have a series of FREE educational e-books to help your family plan and protect your financial future.

Our Approach

Our approach is to provide you with a no obligation meeting to discuss what you are hoping to achieve in the future, whether that be for you individually or for your business, we need to get to the bottom of your needs and objectives.

In this initial meeting our aim is to understand

  • Your family circumstances
  • Your personal and/or business circumstances
  • Your attitude towards risk
  • Your current financial position

From this initial meeting we will apply our knowledge and expertise to develop a financial plan with tailored advice to your individual circumstances, taking into consideration

  • Appropriate tax structures
  • Investment strategies
  • Asset protection for your family

Take the step to financial freedom and download our e-books today!

Financial Services

Family SMSFs & Estate Planning | Accounting | SMSF Gold Coast | B&M Financial

Family SMSFs & Estate Planning

Family SMSF. Family Trust. Wills & Enduring Power of Attorney. Testamentary Trust. Family SMSF Proceeds Trust.

Superannuation Solutions | Accounting | SMSF Gold Coast | B&M Financial

Superannuation Solutions

Retail & Industry Superannuation, Self-Managed Superannuation Funds, SMSF Specialists, SMSF Set-up, Retirement Planning.

Financial Advice | Accounting | SMSF Gold Coast | B&M Financial

Financial Advice

Financial Planning, Retirement Planning, Superannaution Solutions, Taxations Management, Debt Structuring & Management.

Personal Insurance | Accounting | SMSF Gold Coast | B&M Financial

Personal Insurance

Risk Assessment. Personal Insurance. Business Insurance. Buy Sell Agreements. Estate Planning.

Investment Advice | Accounting | SMSF Gold Coast | B&M Financial

Investment Advice

Managed Funds, Direct Equities, Direct Property Investments, Superannuation Investments & Other Investments.

Tax & Accounting | Accounting | SMSF Gold Coast | B&M Financial

Tax & Accounting

Financial Statements Preparation, Tax Return Preparation & Lodgement, Tax Planning, Bookkeeping, ASIC Corporate Compliance.

News & Events

You’ve worked hard and now it’s time to stop and smell the roses, perhaps look after the grandkids, and take long weekends away. When it comes to retirement it pays[...]
5 ways to boost your super balance before retirement
What you do now can make a big difference to your standard of living when you retire. You work hard, so why not reap the rewards? There are small things[...]
An increase in income generally correlates to an increase in spending, this is known as lifestyle inflation. But whilst you’re working hard and you want to enjoy the perks of[...]