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.
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.
