Empowering and educating you to find your healthy self
At Bedrock Financial Services, we're passionate about helping individuals and families in Sydney build, manage and grow their wealth. We believe in a client-centric approach, where your needs and goals are at the heart of everything we do.
Our mission is to empower our clients with the knowledge, guidance, and strategies they need to achieve financial security and pursue their financial aspirations. We cut through the financial jargon and provide clear, tailored solutions that align with your individual circumstances and goals.
Who We Are
Our experienced team is led by James Parame, a Certified Financial Planner (CFP) with over 14 years of experience in financial planning and wealth management. He is supported by Cindy Camenzuli, our Client Service Manager, who ensures a seamless and personalized client experience.
Superannuation
- Taking control of your superannuation through self-managed super funds (SMSFs)
- Consolidating multiple superannuation accounts for better returns and efficiency
- Maximizing your contributions and minimizing fees
Personal Protection
- Ensuring you have adequate life insurance and income protection to safeguard your earning potential and family in the event of illness, disability, or death.
Cashflow & Debt Management
- Developing strategies to improve your cash flow and manage debt efficiently
- Leveraging debt to your advantage for investments and wealth creation
Investment Strategies
- Building a diversified portfolio that aligns with your individual risk tolerance and financial goals
- Optimizing your investments for long-term wealth growth
Retirement Planning
- Developing a comprehensive plan to secure your financial future
- Ensuring you have enough funds to live comfortably in retirement
- Minimizing taxes and maximizing your retirement savings
Why Choose Bedrock Financial Services?
- Client-centric approach: We focus on understanding your unique needs and goals.
- Expert advice: We leverage our extensive experience and industry knowledge to provide tailored recommendations.
- Transparent communication: We keep you informed about your financial plan and progress every step of the way.
- Personalized service: We treat you as an individual, not just a number.
Customer Satisfaction
The reviews for Bedrock Financial Services are overwhelmingly positive, with all reviewers awarding 5 stars. The common theme throughout is the high level of professionalism, friendliness, and exceptional customer service provided by James and his team.
Staff
The team at Bedrock Financial Services is consistently praised for their professionalism, expertise, and willingness to go above and beyond to ensure clients' financial well-being. James, in particular, is singled out for his caring and customer-focused approach.
Service
The level of customer service provided by Bedrock Financial Services is exceptional, with reviewers noting that the team is always reachable, responsive, and quick to answer questions. The services offered are also described as providing good quality and value for money.
Implementing Plans
James and his team take the time to explain and implement financial plans in a clear and straightforward manner. Reviewers have praised the team's ability to assist in implementing Self-Managed Super Funds and other financial plans.
Recommendations
All reviewers have highly recommended Bedrock Financial Services to others, praising the team's professionalism, expertise, and exceptional customer service.
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