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Bay Tree Financial Planning

PUTTING YOUR FINANCES IN THE HANDS OF SOMEONE YOU CAN TRUST

Finding the right financial adviser for you can feel like taking a big leap of faith, whether you are looking to take financial advice for the first time or whether you’ve taken financial advice in the past. I understand this and give you the opportunity to get to know me before we start the financial
advice process.

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HELPING YOU MAKE SENSE OF COMPLEX FINANCIAL MATTERS

We have busy lives, so our finances often take a low priority because they are complex and come with large amounts of paperwork. I take the complex and make it as simple as you need it to be, no jargon, just straightforward talking. I can also organise all your existing paperwork for you into one file.

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WHEN YOU ARE LOOKING FOR A PERSONABLE SERVICE

Taking financial advice doesn’t have to be a boring and ridged process. I provide a professional service and enjoy getting to know you. You are welcome to relax in a comfy chair with a drink in my office, while we talk finances. Afterwards you’ll realise you’ve been laughing at the same time as talking finances.

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LOOKING TO KEEP MORE, SAVE MORE AND REALISE MORE?

There are lots of ways to go wrong without taking financial advice. As your financial adviser I will complete a full review, following a six-step process, so I have a full picture of your circumstances. This will allow me to find ways to reduce your tax, make more of your surplus income and increase your wealth.

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Get to know me
and how I like to work

Professional, Warm and Trusted

Professional, Warm and Trusted

...these are just three of the words I hear clients and business associates use to describe me. I believe the personality of your financial adviser is just as important as their financial planning skills – they both need to suit you.

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Take a look at the
six-step advice process

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For Simple or Complex Advice

After we have met and you have chosen me to give you financial advice, I will follow a six-step advice process. This process gives you a clear path and it enables me to deliver consistent, high quality financial advice.

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Find out how I charge
for my services

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Fixed Fee or Hourly Rate?

There are a variety of ways you can choose for me to be paid for my financial advice. During our first meeting we will discuss these options and I will help you find the most cost effective route for your specific advice.

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