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Financial Planning

BMO Financial Solutions sole focus is on the Financial Planning needs of our clients. Our personalised advice is designed to remove any stress around you financial position, providing you with clarity and a simplified solution to your long term goals.

Our team approach means we work together with your other professional advisers to deliver great outcomes.

Are a Small Business Owner who is time poor but looking to secure your financial future and reap the rewards of your hard work?

Maybe you’re a successful farmer who has surplus cash flow and keen to start investing off farm?

We work with pre–retirees to design the life they wish to lead in retirement and ensure they have the financial resources to achieve this.

You may already be retired and wanting to maximise the chances of your retirement funds maintaining your desired lifestyle. We can also assess any entitlements to government support you may be eligible for.

We like to work with clients who engage in the process and understand the value that professional financial advice can bring to their lives and goals.

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.

We provide our clients with:

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

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).

Capstone Financial Planning Financial Services Guide>

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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