members

BD Financial Planning

BD Financial Planning

Name:

Brett Dillon

Phone:

0414 821 863

Email:

brett@bdfinancialplanning.com.au

Website:

www.bdfinancial.com.au

Industry:

Financial Planning

Location:

2 'Karalta Connect' 18 Karalta Rd Erina 2250

Brett Dillon

Financial Planning Services

BRETT DILLON – PRINCIPAL, BD FINANCIAL PLANNING & FOUNDING PARTNER, WILD FIG SERVICE ALLIANCE

Describing his role as “the architect for an individual’s financial freedom”, Brett Dillon believes that, like the plans for a building, a financial plan is the foundation on which the right decisions can be made towards achieving goals in life.

As founding principal of BD Financial Planning, Brett offers the highest credentials, experience levels and ethical service standards to help people at all stages of life secure their future. A member of the peak industry body, Financial Planning Association of Australia (FPA), BD Financial Planning is recognised as an industry leader in a competitive and densely populated field.

A career change from teaching to financial planning in 2002 followed extensive research to carefully consider the best study pathway to gain the highest standard and level of qualifications possible. The carefully considered analysis work Brett undertook prior to embarking on his professional financial planning journey typifies the strategic approach he adopts when working with clients.

As the architect of your financial plan, Brett creates an achievable, goal-oriented and risk minimising strategy specifically tailored to meet your short-term and long-term lifestyle aspirations. Services include wealth creation strategies; retirement planning; portfolio management; self managed super funds; and wealth protection (including income protection and life insurance).

Brett chooses to take a holistic view of your circumstances in order to offer the most appropriate and balanced plan designed to not only grow but also protect your wealth. He has carefully chosen to align himself with a network of trusted advisers including solicitors and accountants to ensure all financial planning related needs can be seamlessly and professionally catered to. His strategies are designed to cover all bases to ensure both opportunities and threats are anticipated and planned for. And because circumstances change over time, regular reviews are conducted to ensure the plan remains on track to meet your needs and goals at every stage of your life.

In line with Brett’s strong ethical standards, BD Financial Planning is privately owned and is not aligned with any bank or financial institution.

A Wild Fig Service Alliance founding partner, Brett’s vision for the alliance was closely aligned with the collaborative way he conducts his own business. “I wanted to align myself with a group of established, highly regarded local professionals to whom I could feel confident referring my clients,” said Brett.

Since its establishment in 2009, Wild Fig has grown steadily from an initial small group of like-minded, established business owners to an invitation only, category exclusive group of professionals who are highly respected in their chosen fields. Every member of the alliance has the utmost confidence in their fellow members to the point where they would not hesitate to recommend them to their clients. Being a not-for-profit group, membership fees fund marketing to actively promote the group and each alliance member as well as regular workshops, subsidised social events and the engagement of professional speakers.

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