Minerds Bell Consultancy Group
79 Belair Road, Kingswood, South Australia 5062
About the Business
Welcome to Minerds Bell Consultancy Group, a prominent establishment in Australia's finance industry. Located at Kingswood on Belair Road, our institution is a point of interest for individuals seeking expert financial guidance and planning.
At Minerds Bell, we understand that life is full of surprises, and having a well-thought-out financial plan gives you confidence and increases your chances of success. Just like planning for retirement, where superannuation remains the most tax-effective way to save for your future. By planning your contributions now, you give yourself the best chance of achieving your income needs when you retire.
Retirement is an exciting time, filled with opportunities to pursue your interests, enjoy holidays, and spend quality time with loved ones. However, it's crucial to be prepared for unexpected events that can cause financial and emotional stress for you, your loved ones, or your business partners.
Navigating aged care choices can be complex, and making the wrong decisions can have a significant financial and emotional impact. That's why our team at Minerds Bell is here to provide guidance and support in making the right choices for your circumstances.
Additionally, having the right home or investment loan can save you thousands of dollars and provide the financial flexibility you may need. Our experts can help you find the most suitable loan options that align with your goals and financial situation.
When you reach out to us, we'll set up a complimentary 60-90 minute consultation, similar to a first date. During this meeting, we'll gain an understanding of your needs and determine if our services align with your requirements. You'll also get a sense of our expertise and whether you feel comfortable working with us.
During the consultation, we'll discuss your current situation and gather specific and relevant information to better understand your background. We'll also define the advice you're seeking and discuss the associated costs upfront, ensuring transparency throughout the entire process.
Once we have all the necessary information, our financial planner will develop a comprehensive plan tailored specifically to your needs and goals. This thorough process typically takes about two weeks as we explore all available options.
After this period, your financial adviser will present their findings and recommendations, explaining the strategies and products they've recommended and how they align with your objectives. If you accept the recommendations, our team will work closely with you and our support specialists to implement and manage your financial plan.
It's important to note that over time, your situation, investment markets, and legislation may change. To ensure your financial plan remains accurate and relevant, we'll review our advice at least annually or whenever your situation changes significantly. We'll enter into an agreement with you to ensure ongoing support and adjustments to your plan as needed.
Minerds Bell Consultancy Group, led by Andrew Harris, has consistently been recognized by the financial planning industry for our commitment to clients and the quality of advice we provide.
Please keep in mind that the information on this website is general in nature and does not take into account the objectives, financial situation, or needs of any particular person. It's essential to consider your individual circumstances before making any decisions based on the information provided.
Clive Harris and Associates Pty Ltd, trading as Minerds Bell Consultancy Group, is a Corporate Authorised Representative of Charter Financial Planning Limited. Charter Financial Planning Limited is an Australian Financial Services Licensee with Licensee Number 234665.
Contact Minerds Bell Consultancy Group today and let us help you navigate the complexities of financial planning, ensuring a secure and prosperous future for you and your loved ones.
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Contacts
79 Belair Road, Kingswood, South Australia 5062, Australia
Opening hours
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
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