BND Financial Services

At BND Financial Services, we are a financial planning firm based in Launceston, Tasmania, with a passion for helping individuals, families, and people nearing retirement or already retired achieve their financial goals. Our mission is to provide expert guidance, personal attention, and trusted advice to help you make the most of your money, plan for your financial future, and build a secure retirement.

Our Story

As a family-owned business, we understand the importance of family and the value of creating a secure financial future for loved ones. Our team is dedicated to building long-lasting relationships with our clients, providing a safe pair of hands to guide you through life's milestones, and help you achieve your financial and lifestyle goals.

Our Services

We offer a wide range of financial services designed to support our clients across Tasmania and Australia. Our services include:

Financial Planning

Our financial planners will work closely with you to understand your financial goals, create a personalized plan, and provide expert advice to help you manage your money effectively, achieve financial security, and feel confident in your financial future.

Superannuation

We can help you build and manage your superannuation, providing guidance on investment strategies, insurance options, and retirement planning to ensure you achieve your retirement goals.

Retirement Planning

Whether you're nearing retirement or already retired, we can help you plan for the next stage of your life. Our retirement planners will work with you to create a personalized plan, ensuring you have the resources and guidance to enjoy your retirement years.

Wealth Management

We offer expert wealth management services, including investment advice, asset allocation, and portfolio management, to help you grow and protect your personal and family wealth.

Personal Insurance

Our personal insurance specialists can assist you in selecting the right insurance policies, including death, total and permanent disability, and income protection insurance, to provide financial security and peace of mind for you and your loved ones.

Why Choose Us

At BND Financial Services, we pride ourselves on our small business advantage. Our clients are always dealing with a familiar face, someone they know and trust. We believe that building strong relationships with our clients is key to delivering personalized and effective financial solutions.

Our Team

Our team consists of experienced financial planners and advisors who are dedicated to providing expert guidance and personalized attention to our clients. Our team leader, Ben Stone, has over 14 years of experience in the financial planning industry and is committed to helping you achieve your financial goals.

Get Started Today

If you're looking for trusted financial advice and guidance, please don't hesitate to contact us. We invite you to call us on (03) 6344 3899 or complete the contact form below to schedule an appointment or ask a question.