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Financial Planning is our speciality, which lets you focus on yours.

Financial Planning solutions for Australia's Health Professionals.

Medical Specialists

Premium Service Offering

BFD Financial Planning offers health professionals exclusive services and benefits.

Relationships with all key  product providers, allowing options and choice.

Premier status with all life insurers, offering preferred pricing and underwriting.

Premier administration services and turnaround times from product providers.

Flexible advice delivery, with digital solutions available to better suit your busy schedule.

Solutions for health professionals

Helping create a financial framework you can trust, allowing you to focus on what really matters.

There for you, every step of the way.

Providing solutions for every career stage, your journey to financial freedom can start today.

Medical Student

Doctors in Training

Consultants

Private Practice

Retirement

Making the process seamless.

A simple four-part process to achieving your financial goals.

Diagnose

Meet either in person or online to uncover and discuss your financial needs and long term goals.

Research

Assess your situation, complete our market research and develop our strategies, tailored to meet your specific needs.

Treat

We present you with your options and look to implement the chosen strategies, managing the process and guiding you along the way.

Monitor

We regularly review and monitor the implemented strategies to ensure they are working effectively and remain appropriate.

Financial Planning Meeting
Doctor's Clinic

Ready to achieve your financial goals?

BFD Financial Planning

We work with health professionals across Australia to provide access to industry leading financial planning strategies. We pride ourselves on making the process seamless, and for always placing our client's interests first.

COMPANY

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Meet the team

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The information/advice provided in this Website is General Advice Only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the products mentioned, and consider the statements before making any decision about whether to acquire products.

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BFD Financial Planning Pty Ltd (ABN 24 678 892 156) trading as BFD Financial Planning is a Corporate Authorised Representative of Personal Financial Services Ltd  (ABN 26 098 725 145 | AFSL 234459).

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Copyright © 2024 BFD Financial Planning

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