Michelle Roberts

Bcv Financial Solutions

Bronze
15 Yrs Experience
Frankston, VIC 3199

As an experienced financial adviser, I help my clients navigate this journey we call life. Some things can be planned for, but others take us by surprise, but almost all will require a financial decision to be made. My role is to help ease the pressure and guide them to make the right choice and find a balance between enjoying today and saving for the future.

Decisions they make around investment and superannuation today can have a sizeable effect on how comfortable their retirement is. We can help them decide if they are ready to take on the additional responsibilities and obligations of being a Trustee of their own SMSF, because it is not for everyone.

We help client’s control what they can using the right type and amount of insurance. One of my favourite quotes is “Expect the best, plan for the worst and prepare to be surprised” by Denis Waitley. We help clients plan for the worst by ensuring that one of life’s unexpected events doesn’t ruin them financially.

We all have just one life, and my aim is to help clients make the most of theirs.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business (Property)
  • Language spoken
    • English

Bcv Financial Solutions

Unit 3, 72-76 Dandenong Rd W
Frankston, VIC 3199

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459