Wealth Management Services

Superannuation and Retirement Advice
Compliance advice
Contribution and pension advice
Establishment and wind up of SMSFs
Borrowing in super
Social security and retirement planning
Superannuation advice, placement, review
Projections

Superannuation and Retirement Products
Retail Superannuation
Industry Superannuation
Self Managed Superannuation Funds (SMSFs)
Retirement Savings Accounts (RSAs)
Advice on superannuation product choice

General Investment
Shares/Securities
Managed Funds
Deposit and Payment Products
Debentures, Stocks, Bonds
Platforms
Investment advice, placement, review
Projections

Insurance
Life Insurance
Total and Permanent Disablement (TPD)
Income Protection (IP) or Income Continuance
Trauma
Insurance advice, placement, review

Estate Planning
General estate planning advice
General succession planning advice

Lending
Standard Margin Lending Facility

BBV Wealth management Pty Ltd is a corporate authorised representative of Capstone Financial Planning Pty Ltd and provides financial planning services for shares, managed funds, superannuation, self managed superannuation funds (SMSFs), personal risk and other investment advice. Your adviser may offer you services under BBV Wealth Management or Bentley Brett & Vincent, each business is solely and separately responsible for the advice they each provide. In particular, Capstone is only responsible for the financial planning services provided by BBV Wealth Management Pty Ltd.

ASIC Licences
BBV Wealth Management Pty Ltd
ABN 48 101 253 561
Corporate Authorised Representative No. 315982
Veronica Bruce
Authorised Representative No. 294247

Licensee
Capstone Financial Planning Pty Ltd
ABN 24 093 733 969
AFSL No. 223135
Level 14, 461 Bourke Street
Melbourne NSW 3000

Address

226A Harbour Drive, Coffs Harbour, NSW 2450

Call Us

02 6652 3160

Mail Us

coffs@bbv.com.au