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Balwyn Financial Planning
       
 
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Balwyn Financial Planning
 
 
Overview: 

Balwyn Financial Planning (BFP) originated in 1989 when Harry Moyle commenced providing financial planning services. Since then Harry has completed a Diploma of Financial Planning (1993) and was admitted as a Certified Financial Planner by the FPA in 1995. He is a registered tax agent and provides detailed taxation strategies for clients

As a client of BFP you could expect to receive highly customized and detailed financial planning advice taking into consideration your needs and objectives. Significant time would be spent with you developing an understanding of your recommended investment strategy and the financial risks associated with your portfolio of investments. Direct investments, such as shares and term deposits, are used where appropriate to meet client financial needs. This assists in reducing on-going portfolio holding and management fees.

Prospective new clients are invited to meet us in an obligation-free consultation. Your needs and expectations will be identified to determine our ability to meet them. Please telephone for an appointment.

If you are an existing or returning client of our practice, we invite you to contact us to discuss or update us of your needs at this time.


 
 
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