As an enthusiastic team who continually evolve with changes in our industry, we share an extensive level of experience between us.
Our team know what matters to you, so we put simplicity and efficiency at the forefront of our service to improve your financial journey and facilitate wealth creation.
We acknowledge that every financial situation is unique, so we put in the hard yards to research, plan and tailor before implementing your solution.
Education is an important aspect of our service, so we focus on using language you can actually understand to leave you feeling confident and at ease.
BCFR Financial Services was established at our Melbourne Street offices in the year 2000. Despite a constantly changing and evolving environment, we’ve successfully maintained a strong client focus and our personalised approach. We offer individual clients, families and small to medium enterprises of all levels a straight-forward service that encompasses high-level planning, tailored to suit all client needs. At BCFR Financial Services, we put you in an educated position to take control of your financial future. We use a fresh approach to deliver your financial solutions; explaining all the benefits in easy to understand language.
Call or send us an email and we’ll book you in for a consultation with a member of our friendly and professional team.
We evaluate your current financial circumstances and carry out a risk assessment to scope out the opportunity.
We then discuss your personal objectives to figure out what it will take to get you from where you are, to where you want to be.
We formulate a long-term strategy to maximise your security and start building towards a positive financial future.
We’ll put the right structures and systems in place to start working towards your goals.
We regularly review and revise your strategy to accommodate any lifestyle changes or future plans.
After some severe health issues and the breakdown of my marriage I was at rock bottom mentally, physically and financially. On Theo’s advice, I was able to put in an insurance claim. Theo worked tirelessly to make sure the claim was accepted and I got a sizable pay out. He is sincerely a person who shows empathy and has “words of wisdom”. No longer having financial concerns is huge benefit to my wellbeing and I cannot express my gratitude towards him enough. Once again Theo, Thank you so much.
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.