Bedrock Financial Services Pty Ltd
At Bedrock our approach is simple: Client First. We are not backed by or represent any of the major banks. We have no other agenda or goals but yours. Our plan is to give you sound financial advice on the areas you want. If we cannot help we are more than happy to put you in touch with one of our trusted partners if you require some other area of expertise. So let’s get started, we recommend you either…
Who are we? Bedrock Financial Services is a boutique, full service financial planning practice in Sydney. Bedrock Financial Services Pty Ltd is a Corporate Authorised Representative #456732 of Benwest Investment Services Pty Ltd ABN 88 033 352 707 AFSL 258832. What do we stand for? Client First: Simply put, we stand for you. As we are not aligned to any banks or institutions, we are proud to recommend strategies to suit your needs… not those of the banks. When is the right time? Yesterday, or maybe even the day before. It’s okay though, we will help you make up for lost time. Sure we may have missed a couple of days already, but the key is take control of your financial assets sooner rather than later. We get a thrill out of money that works smarter, not harder. Why are we so passionate? It’s never been about the money we save or make for our clients. It’s about what they do with this money that drives us. It could be finally having the stabilty to be your own boss, buy that beach front property you have been dreaming about or to simply retire comfortably. All we want to do is help guide you on your financial journey. How do we like to work? Closely and honestly. You will get a good feel of this when we meet. We see our relationship with our clients as a long term partnership. We are certainly not clingy or needy, but we do like to catch up every now and then for a coffee. Our healthy network means that regardless of what financial questions you may have, we can help. You will see that from our range of services. Why us? Glad you asked! Your finances are one of the most important pieces in your life. We get this. You are not just another number to us. We genuinely enjoy our interaction with our clients. So much so that we continually check in to make sure you are headed in the right direction. We get results and measure our success on not only the numbers, but the journey and education behind how we did this not for, but with you.
Address: Lvl 3/Suite 34, 6 Meridian Place Bella Vista, NSW 2153 Australia
Phone: +61 2 8599 2576
FAX: +61 402 312 585
