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.
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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.
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We are taking every precaution to limit the risk of exposure to COVID-19 for employees and clients alike. Please do not present to our office unless previously discussed with one of our team.
We ask that you do not enter our practice if any of the below apply to you;
Shortness of breath
Travelled overseas in the last 14 days
Been in contact with a confirmed case of Coronavirus
We are taking the necessary steps to ensure the protection of all those we have contact with, and this may mean that the office is unattended at times and our team will be working remotely. Your emails and telephone calls will still be responded to and you should not notice any significant change to our services.
Thank you for your co-operation.
"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
"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."
Nathan & Liv