Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
The Sunday Money Show with Alan Cameron *NEW TIME*: 2–3pm
HOW WE WORK
Our clients know they can rely on:
A defined, consistent approach to financial planning
A commitment to a long term relationship
A clear & transparent map to execute your financial plan
Need help with your life plan?
Do you have enough insurance? Will you be able to afford to send the kids to university? What do you need in your will? Are you paying too much tax? Do you own a business or investment properties? You may need more than investment management. With Bellwether's team of certified financial planners, you get tailor-made investment management plus help managing life.
Starting your journey
If life is a journey, then your financial plan is your road map and your investment program is where the rubber hits the road. Your Bellwether team will help you chart a course, prepare wisely for the trip, make any necessary adjustments and be your trusted travel companion.
1. Introductory Meeting
2. Goal Setting & Planning
3. Plan Finalization & Implementation
4. Monitoring Progress to Your Goals
Income Diversification Plan
Inter Generational Transfer
Wills & Trusts
Power of Attorney
Tax Free Savings Account
Individual Pension Plans
Group Benefit Plan
Business Tax Planning
Business Succession Planning
Critical Illness Insurance
Long Term Care Insurance
Meet the team
Vice President and Family Wealth Advisor
Manager, Operations and Executive Assistant
Protect your family tree.