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Financial Planning

No matter what you want out of life, BMO Financial Solutions can help you get there.

Our aim is to help you achieve financial success and peace of mind by providing you with a personalized financial strategy. We strive to provide you with a plan that will create and protect your wealth over the long term, while dealing with your day to day financial needs and challenges.

We are committed to client service excellence and ongoing adviser education. All of our advisers are qualified, financial experts with the necessary experience to ensure the best financial outcome for you. Our quality financial advice puts you in control.

  • Investment and Retirement Planning
  • Wealth Creation and Superannuation Advice
  • Life, Critical Illness and Disability Insurance
  • Income Protection Insurance
  • Business/Partnership Protection Insurance

Our process is simple: Understand your goals, consider the opportunities and risks, build your financial strategy, bring your plans to life and keep you on track with regular tailored advice.

Financial Planning Advice at BMO Financial Solutions is provided by Financial Advisers Shane Lee and Mal Smith (for full advisor profiles, please contact us on 07 4662 3722).

Principal Wealth Management Pty Ltd trading as BMO Financial Solutions ABN 53 109 336 601 is a Corporate Authorised Representative (CAR 277821) of Capstone Financial Planning Pty Ltd ABN 24 093 733 969 Australian Financial Services Licence (AFSL) No. 223135.

Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Capstone Financial Planning Pty Ltd and its Authorised Representatives do not accept any liability for any errors or omissions of information supplied in documents on this website.

 

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