Becoming a Client

The relationship between yourself and your financial planner can be one of the most important in your life and you want to get it right. Unfortunately finding out the hard way can be a costly exercise.

Most financial advisers focus solely on a good strategy, however here at Bugden & Partners our focus is much broader than just a strategy. We believe that education and communication is just as important as a well structured strategy to ensure that the client experiences peace of mind and we sustain a long term successful relationship.

 

Nervous about taking the first step? Don't be!


We offer an obligation free, uncharged inital meeting. In this meeting we can talk about your life goals and objectives, your current financial status and make clear and concise plans to get you positioned to achieve those goals.

Click on the link below to complete a 5 min health check to see how we can help better your current situation.


 

  • Facebook Social Icon

Bugden & Partners Financial Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 I AFSL 246934

‚Äč

Financial Services Guide    Disclaimer