Bedrock Financial Services 6 Meridian Place, Bella Vista, New South Wales 2153
About the Business
Welcome to Bedrock Financial Services, your professional financial advisors located in Bella Vista, Sydney. At Bedrock, we prioritize our clients and tailor our strategies to suit their individual needs, rather than the interests of the banks.
Are you ready to make your money work harder for you? Look no further, as we are here to help. There is no better time than the present to financially prepare yourself for life after work. We understand the importance of protecting your most valuable asset - yourself. Whether it's ensuring your earning potential or safeguarding your family's future, we have the expertise to guide you through the process.
Unlock real-world wealth by utilizing your cashflow and debt to your advantage, rather than relying on the banks. We believe in empowering our clients to make their money work for them without sacrificing their current lifestyle. Our team of experienced financial advisors will provide you with the knowledge and tools necessary to achieve financial success.
Planning for retirement can be overwhelming, but we are here to turn your thoughts into action. Just as you seek advice from professionals in other areas of your life, such as doctors, mechanics, and solicitors, it is equally important to seek expert advice when it comes to your finances. Can you afford to go it alone? We have seen it all before and are here to show you the best solutions tailored to your unique circumstances.
Bedrock Financial Services Pty Ltd, with ABN 86 168 455 927, is a Corporate Authorised Representative #456732 of Bedrock Wealth Advisers Pty Ltd, with ABN 21 629 143 460 and AFSL 513052. We are dedicated to providing you with the highest level of service and expertise to help you achieve your financial goals.
So why wait? Take control of your financial future and contact Bedrock Financial Services today. Let us guide you towards a prosperous and secure tomorrow.
Photos
Location & Phone number
6 Meridian Place, Bella Vista, New South Wales 2153, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Highly recommend James and the staff at Bedrock financial. James is professional in all his dealings and truly cares for his clients and their financial well-being."
"We were recommended James and the Bedrock Team by our Broker. James took my partner and I through a full financial plan including Self Managed Super fund. His team then assisted in implementing the awesome plan. Can't thank James and the team enough!"
"Of course goes without saying Bedrock Financial Services team is awesome and very much like an one stop solution. James ,Cindy and the team are well professional , always looking for your best financial interest and provide best advise. They are always reachable and never let you down. For good quality , good value , professionalism and responsiveness they are highly recommended."
"Bedrock Financial Services have been a pleasure to work with, they are professional, friendly, prompt, responsive and engaged. James, Cindy and team have provided up to date information, worked tirelessly in the background to ensure all that has been discussed are implemented successfully. I would definitely recommend Bedrock FS to all of my family and friends."
"James and the Bedrock team have been providing financial advice for me for more than 6 years. As a sole income business owner, I needed to make sure that my family is protected should anything unplanned occur. James took me through all of the options and explained them clearly. I learned a load during the process. We have yearly check in's to make sure everything is setup in the best way. He also works closely with my business and personal accountant. This reduces my need to be the 'go-between' and ensures all areas of my finances are handled. Thanks guys, here's to many more years to come!"
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