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Financial Planning

Financial planning for Mandurah families and business owners — from self-managed super and estate planning to insurance and finance — coordinated with your tax and business goals.

Financial planning isn't just for the wealthy — it's a useful strategy that helps everyone plan for the future. Whether you're building a business, raising a family or approaching retirement, having a clear plan makes a real difference.

We help you see the whole picture and, where specialist financial advice is needed, work alongside trusted advisers so your plan, your tax and your business all pull in the same direction.

Areas we help with

  • Self-managed super funds (SMSF) — setup, administration and compliance
  • A clear, step-by-step financial planning process
  • Estate planning coordinated with your wishes
  • Finance broking and loan assistance
  • Insurance to protect your family, business and assets
  • Strategies that work hand-in-hand with your tax plan

Self-managed super, done properly

An SMSF can give you real control over your retirement savings — but it comes with responsibilities. We assist with structure, setup, administration, compliance and rollovers, and prepare your fund's financial statements, operating statements, audit and tax return, so your fund stays compliant.

Where personal financial product advice is required, it is provided by appropriately licensed advisers we work alongside. We'll always point you to the right specialist.

Good to know

Financial Planning — your questions, answered.

Can you help me set up a self-managed super fund (SMSF)?
Yes. We assist with the structure, setup, administration and compliance of self-managed super funds for Mandurah clients, including member financial statements, operating statements, arranging the independent audit and lodging the fund's tax return. We'll also help you weigh up whether an SMSF is right for your circumstances in the first place.
Do I need a lot of money to benefit from financial planning?
Not at all. Financial planning is about having a clear plan for your future, whatever your starting point. For everyday families and business owners across the Peel region, even simple planning around super, insurance and structure can make a big long-term difference.
What is estate planning and do I need it?
Estate planning is about making sure your wealth passes to the people you intend, with as little tax and complication as possible. It covers your will, super, business interests and trust assets, coordinated with your overall financial plan. If you own a business or have a family, it's well worth getting right.
Can you help me get a business or equipment loan?
Yes. Through our finance broking support we help arrange finance for motor vehicles, equipment, imports, business loans and debtor finance — and because we know your numbers, we can help present your application in the best light.
Do you provide insurance advice?
We help you identify where you and your business may be exposed and connect you with specialist insurance options and brokers to protect your family, business and assets. It's all part of looking at your whole financial picture, not just your tax.
How does financial planning work with my tax and business?
That's the real advantage of having it under one roof. We make sure your super, estate, insurance and finance decisions are coordinated with your tax position and business goals — so everything works together rather than in isolation.
Ready when you are

Ready to get started?

Book a free consult with BDR and see how much easier financial planning can be.

Book a free consult 08 9535 1566
Reviewing the numbers — laptop with financial charts, a calculator and statements