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BTC Financial Group

Mission statement:

To provide good quality, and sensible financial solutions to enable clients to achieve their individual objectives.

Overview:

BTC Financial Group is an established financial planning firm which until recently was based in Southport on the Gold Coast.

We are now located at 6 Brissendon St. Parklake QLD 4210 - just 5 minutes from the Westfield Helensvale Town Centre.

For the past 15 years we have been providing a range of wealth advice and assistance to help people grow, manage and protect their wealth.

Our aim is to assist clients to be fully informed and comfortable with their investment decisions. We have a disciplined approach to the financial planning process and we adhere to the guidelines as set down by the Financial Planning Association.

Our primary objectives are to
Understand our client's current circumstances
Identify our client's specific financial needs
Develop a personalised plan to address those needs
Provide a written Statement of Advice with recommendations
Discuss and implement the recommendations selected
Provide ongoing advice and portfolio reviews

At BTC Financial Group we build strong long term relationships with our clients, teaching them how to be good investors. Our disciplined investment process ensures we consider risk profiles, investment structures and asset allocation before presenting any recommendation to our clients.

BTC Financial Group is part of Capstone Financial Planning, an independently owned and operated financial planning organisation. Capstone is not owned by any bank, fund manager or other financial institution. It is Australian owned. Capstone Financial Planning Pty Ltd is located at Level 5 350 Collins Street Melboune Vic 3000.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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