Wealth Creation & Retirement Planning

BBA has an in-house financial adviser, Mr Rick Daquino of Moneyplan Australia.  Together, we will advise you on all matters relating to:

  • Wealth Creation including advice on securities
  • Retirement Planning including superannuation and strategies for transitioning to retirement
  • Risk management & Protection of Assets
  • Retrenchment & Redundancy advice
  • Social Security / Centrelink entitlements

From these financial services, certain kinds of financial products may be recommended to you.  Moneyplan provide advice and arrange transactions on the following class of financial products:

  • Superannuation and Retirement Savings Account products
  • Securities
  • Managed Investments (including an Investor Directed Portfolio Service (IDPS))
  • Government Debentures, Stocks or Bonds
  • Deposit Products
  • Life Insurance products including investment life and life risk
  • Margin Lending