The following advisory services are available to you
- Financial Planning
- Retirement Planning
- Personal Superannuation Advice
- Managed Funds
- Gearing Strategies
- Self Managed Super Funds
- Estate Planning
- Social Security Advice
What we do
BTC provides financial planning advice for Financial Investments, Superannuation, Risk Management, Estate Planning and Centrelink issues to a range of clients across most states of Australia. All advice is based upon a preliminary analysis of the personal requirements of the client and their objectives.
We provide services to Individuals, young couples, families, business owners, self employed people, pre-retires and retirees.
In addition we provide services to corporate, professional and business clients for Group Superannuation and Group Risk product services.
The advice is provided in accordance with the FPA guidelines and complies with ASIC regulations.