Clients also have the opportunity to pay a fixed, flat fee that is not based on funds under management but on an agreed service package.
We have just started our retirement plan with BD Financials and we were given good and clear advise on which way would suit our needs. All questions were never to hard to answer and a prompt response has always been excellent. Looking forward to working together.
Very happy with the service provided by Brett. We were able to restructure a complex investment portfolio into a more easily manageable and more profitable plan. Highly recommended!
We are very confident that Brett is giving us good advice and managing our fund effectively, efficiently and economically. He is also a nice man to work with. We recommend him.
Brett has given me advice in areas of superannuation and tax strategies. Brett explained things to me in a clear way that I could easily understand. I feel very confident that Bretts advice is a good fit for me and I feel I received Bretts full care and attention when I needed it
We find Brett Dillon's advice excellent especially when advising on re -balancing our shares to get a better return. We value his experience and knowledge in this area and feel his advice is always right for our needs. He explains his reasons for his advice clearly. His cheerful manner is also much appreciated.
- Adviser status Gold
- Number of reviews 63
- First year providing advice 2004
- Years of experience 18
- Certified Financial Planner (CFP)
Saige Financial Planning Pty LtdT1, 34 Karalta Rd
Erina, NSW 2250
Bd Financial Advisory Pty Ltd