Best Interest Financial Planning Pty Ltd 1508 101 Grafton Street, Bondi Junction, New South Wales 2022
About the Business
Welcome to Best Interest Financial Planning Pty Ltd, your trusted establishment for all your financial needs. Located in Bondi Junction, on Grafton Street, our dedicated team is committed to providing you with tailored solutions to meet your specific goals.
In today's ever-changing world, it's crucial to plan for your future. That's why at Best Interest Financial Planning, we take the time to understand your unique circumstances. We offer custom advice without expecting you to be an expert in the complex world of rules and taxes.
Servicing the Eastern Suburbs and greater Sydney, our team is here to save you time and provide you with quality financial advice, all in your best interests. We believe in transparency, which is why our services are documented in plain English and kept concise. We take the time to explain everything to you, ensuring you have all the information necessary to make informed decisions.
Our range of services includes advice and access to research for the best managed funds, direct shares, hedge and exchange-traded funds (ETFs). We help you tailor your investments to match market conditions, whether it's taking advantage of a falling dollar, investing in gold, focusing on local companies, or utilizing internal gearing for boosted returns.
Additionally, we provide advice and strategies to reduce or eliminate your tax, boost your superannuation, and provide you with additional cash flow. We can help you find and combine your super funds, ensuring you're in the best position compared to others.
Navigating government assistance can be complex, but we're here to help. Our team offers advice and strategies to deal with Centrelink, improve your access to the Age Pension, and understand the intricacies of the Age Care system. We can also explore special investment structures to reduce assessable income and potentially receive additional assistance.
When it comes to insurance, we provide access to personal and business insurance product comparisons. We focus on options that offer a better chance of successful claims, and we can assist those with medical conditions in finding insurers that offer more favorable terms or remove existing conditions.
In addition, we offer access to software that allows you to track your spending. By understanding where your hard-earned income is going, you can develop a savings plan, pay down debt, or save for a property deposit.
Best Interest Financial Planning Pty Ltd is licensed under AFSL No. 523965. Please note that the information on this site is intended for Australian residents only. For more detailed information, please read our Financial Services Guide.
Take the first step in planning for your future now with Best Interest Financial Planning. Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.
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Location & Phone number
1508 101 Grafton Street, Bondi Junction, New South Wales 2022, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I had an exceptional experience with Jeremy who demonstrated a remarkable dedication to understanding my needs and explaining the best options available to me. Jeremy took the time to listen attentively, simplified complex concepts, and reassured me with his expertise. I highly recommend Jeremy for his personalised services and support in helping me achieve my financial goals."
"An absolute Gem! Knowledgeable, kind, professional and caring. Always available and attentive. Cant recommend him enough."
"Jeremy has been great in helping me understand the complex world of superannuation and pensions. More importantly, he has gained my trust for him to invest my funds for my retirement in a way that will stay within my "risk comfort zone". He has also been extremely patient and generous with his time, going into a lot of detail where necessary so I can make informed decisions."
"Jeremy Green has been a great source of knowledge, information and advice and continues to be. He is always available and even if he is not he always gets back to me in a very timely manner. Nothing is too much trouble and he always makes sure that I understand the process of whatever it is we are doing. I have the utmost trust in Jeremy and you can be assured that he is a decent and honest person. Keep up the great work that you and the team do Jeremy!!!"
"I have found Jeremy to be extremely professional and approachable. He NEVER fails to follow up on any discussions that we have had. He explains things ( several times in my case) simply, clearly and always allows enough time in appointments. For the very reasons i have mentioned, i have encouraged my family to touch base with Jeremy and i have a great deal of confidence in his advice."
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