BAM Financial Planning
2a Dunstone Road, Semaphore Park, South Australia, Australia
About BAM Financial Planning
Welcome to BAM Financial Planning, located in Semaphore Park, Dunstone Road, 2a. As an accounting and finance institution, we are here to help you have, do, and achieve more of what you love.
We understand that life can get overwhelming with the little things, which is why we want to make it easier for you to know where you are heading and help you achieve the things that are important to you. With a clear plan and the right tools in place, we will guide you towards your financial goals.
At BAM Financial Planning, we believe that a financial plan is about more than just money. It's about living your life freely without worrying about your finances. It's about having confidence and excitement about your future.
Our team is dedicated to helping you take control of your money so that you can live life on your terms. Whether it's paying down debt, protecting your wealth, or growing your assets, we will work with you to create tailored step-by-step financial strategies and help you make informed decisions.
Planning for retirement? Superannuation is a great way to save for your future. We will help you build up your super while you are working, ensuring a comfortable retirement awaits you.
Insurance is the foundation of all financial plans, and we can assist you in evaluating the risks and finding the right insurance solution for you and your family.
Effective debt management is not just about interest rates but also about prioritizing your debts and investing in the right assets. We will guide you through the process.
Thinking about estate planning? We understand the importance of leaving a legacy and ensuring your assets are distributed to the right people at the right time.
If you prefer full control of your super fund, including the legal and tax responsibilities, a Self-Managed Super Fund (SMSF) might be the right choice for you. We can assist you in managing your SMSF effectively.
Nathan Baker, an Authorized Representative of RI Advice Group Pty Ltd (RI Advice Group) ABN 23 001 774 125, AFSL 238429, is the proprietor of BAM Financial Planning, which is a Corporate Authorized Representative of RI Advice Group.
Please note that the stories shared by our clients are unique to their situations, and your choices and outcomes may differ. Consider your circumstances before making any decisions.
In addition to our financial services, we also offer a comfortable and welcoming environment for you to discuss your financial goals. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam pharetra aliquet ligula in volutpat. Aenean laoreet leo massa, non laoreet ante imperdiet ut.
Join us at BAM Financial Planning and let us help you achieve financial freedom and live life to the fullest. Contact us today to schedule a consultation.
Photos of BAM Financial Planning
2a Dunstone Rd, Semaphore Park SA 5019, Australia
Opening hours of BAM Financial Planning
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Day off
Sunday:
Day off
Reviews of BAM Financial Planning
"We've been dealing with Nathan and the team at BAM Financial Planning for 6 - 7 years now and have found him to be very helpful, listens to our concerns and gives us information in ways that we understand, most of the times:-) but will then go the further yards to make it easier for us to understand. We highly recommend anyone to approach Nathan and his team for any financial advice and planning."
"Nathan is friendly and accommodating. He listens to want you want, provides sound advice and has got us into a great financial position for the future. Highly recommend his services."
"Nathan and Carlie listen to our needs and are always available to answer any of our questions and concerns. Highly recommend."
"Nathan has been looking after me for many years and steering me towards reaching my retirement goals. He's very honest, hard working, trustworthy and committed to his clients. I highly recommend BAM FP."
"Nathan and team are excellent and proactive in giving timely professional advice and assistance. Best Financial Planner I've had."
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