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Established in 2012 with a vision to provide personalised financial planning advice across the North East Victorian Region, Broadland Financial Planning continues to provide friendly, pragmatic & tailored services.

Broadland Financial Planning provide comprehensive financial planning advice, across a wide range of areas including Superannuation, Personal Insurance, Wealth Creation &  Retirement Planning. 

If you are ready to take the next steps towards achieving your financial goal, or would like guidance in improving your financial outcomes, contact us today.

"We would like to express our thanks for the work you have done for us over the past few years. We are absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impresses us is the way you take the time to get a feeling for our needs and changing circumstances. You are always able to offer and instigate, viable solutions with the best outcome for us. Your depth of knowledge, lateral thinking and your common sense approach is always very reassuring. Your professional, ethical and caring demeanour elicits our trust and respect and we  gladly recommend your services whenever possible."

Rob & Teresa

Nathan & Liv

"We have been working with Broadland Financial Planning for several years now and have put in place a protection plan to ensure that our family have a backup if something goes wrong. Mark has a way of explaining things with absolute clarity, and we now have a great understanding of how our Superannuation is organised and it is now working better for us. Mark gives such a high level of service and we couldn’t be happier."

© 2018 Broadland Financial Planning. All Rights Reserved.

Broadland NE Investments Pty Ltd (ACN 158 021 357), ATF Broadland NE Investments Unit Trust (ABN 83 314 682 686), trading as Broadland Financial Planning are authorised representatives of Charter Financial Planning Limited ABN 35 002 976 294, Australian Financial Services Licensee and Australian Credit Licensee. 234665

For a copy of our Financial Services and Credit Guide click here.

 

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Disclaimer

Any advice in this website is general in nature and is provided by Broadland Financial Planning. The advice does not take into account your personal objectives, financial situation or needs. Therefore, before acting on this advice, you should consider the appropriateness of this advice having regard to those matters and consider the Product Disclosure Statement before making a decision about a product.

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