Our Financial Services

Our financial services and expertise comprises, but is not limited to;

Financial Planning

Investment Advice, Placement and Review.
Direct Share Trading On-line
Tax Effective Strategies
Risk Insurances
Retirement and Social Security Planning
Estate and Succession Planning
Margin Lending
Superannuation Advice and Strategies
Insurance
Full financial advice, tailored to individual client wealth creation and protection needs.

Investments

Tax effective investment opportunities which offer prospects for capital growth and regular income.

Superannuation

Assistance with the selection of a suitable superannuation fund and consolidation of your super.

Superannuation Choice Legislation gives you the power to choose your super fund. Make sure you exercise that choice!

Margin Lending/Instalment Gearing

Advice on enhancing your wealth creation opportunities through a tax effective margin facility.

Wealth Protection

Advice on and implementation of an insurance plan to protect yourself and loved ones financially, from an unexpected event.






BBV Wealth Management Pty Limited is a corporate authorised representative of Securitor Financial Group Ltd and provides financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice. Your Adviser may offer you services through BBV Wealth Management Pty Limited and Bentley Brett & Vincent which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice provided by BBV Wealth Management Pty Limited.

Securitor Financial Group Ltd - ABN 48 009 189 495 - AFSL 240687

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Liability Limited by a scheme approved under Professional Standards Legislation.

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