WHAT:

can we do for you?

SMART

 

Being smart with your money starts by making good choices. Simple things like spending less than you earn and investing the rest, knowing what is coming in and what is going out and having a plan in place to deal with the unexpected. We help our clients make smart decisions with their finances and we partner with them to review these decisions because we understand that life is full of changes.  

 

HAPPY

 

Financial stress is a huge problem in Australia. We believe that having a plan for your money will lower the level of stress in your life. In addition, we build investment and superannuation portfolios using socially responsible and ethical investments to make sure that your money does no harm while working hard for you. Combined, these things create a happier planet and a happier you. 

 

MONEY

 

Money is more than just dollars and cents. It is the tool we use to live our lives. This is why our advice reaches beyond portfolio management, focussing also on your personal lifestyle goals. We offer a holistic service that empowers you to achieve your goals and dreams. 

 

P. 1300 592 539

E. info@smarthappymoney.com.au

Or click here for our booking/contact page

THE LEGAL STUFF

smart.happy.money is a trading name of BGN Financial Management PTY LTD

Ben Graham-Nellor is a Sub Authorised Representative (291391) of BGN Financial Management PTY LTD (ABN 45 672 104 196) which is a corporate authorised representative (468796) of Professional Investment Services Pty Ltd (ABN 11 074 608 558) which is the holder of Australian Financial Services License No.234951.

The information provided on this website has been provided as general advice only. This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. By entering your details to this website you are agreeing to be added to the BGN Financial Management contact list and will receive, from time to time, newsletters, updates and invites to events etc.  You can opt out at any time by emailing ben@bgnfinancial.com.au

Professional Investment Services Pty Ltd | ABN 11 074 608 558 | AFSL No. 234951 

Website | www.centrepointalliance.com.au/PIS 

Financial Services Guide | www.centrepointalliance.com.au/fsg/pis 

Neeliya Cooper Credit Licence No. 501079 Ph : 0419260226

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