BDS Financial Services

The surest path to achieve Wealth and Financial Security is to make the right investment decisions and to have the right investment strategies.

The problem for most is that with financial markets, government legislation, investment products and your own personal situation always changing, it is not always clear which is the best path to follow.

A Financial Planner’s role is to ensure you make the right decision the first time by analysing and modelling all your financial options to determine your best course of action to achieve your financial goals.

To ensure a strategy is appropriate to your needs, your Planner will thoroughly assess your current situation and your plans for the future to tailor a Financial Plan specific to your situation and goals.

Our qualified and experienced team can provide you with thoroughly researched advice and guidance in the following areas:

• Wealth Creation
• Tax Planning
• Centrelink Advice
• Retirement Planning
• Superannuation Strategies
• Your Insurance Needs
• Mortgage and Business Finance
• Ongoing Service and Portfolio Reviews
• Financial Planning (incl. Financial Projections and Cashflow Comparisons)

We encourage you to visit our financial planning website at www.bdsfinancialservices.com.au for more information or feel free to contact Vijay Ghelani, the Managing Partner for BDS Financial Services, who will be happy to answer any queries you might have.

Vijay Ghelani is a Certified Financial Planner™ (CFP^®) and also holds a Bachelor of Commerce Degree and has completed his Diploma in Financial Planning.

Don't take unnecessary risks with your financial future. Allow the professionals at Blackford Davey Stevens to guide you towards achieving your financial goals.