local_phone
Call Us At 1300 261 114
email
local_phone
Call Us At 1300 261 114
email

Financial Planning

Financial Planning

"A budget is telling your money where to go instead of wondering where it went"

  • Thinking about retirement?
  • Interested in investing in your future?
  • Wanting to reduce & pay off debt quicker?

Take time out of your busy lives and sit down with a professional to give your finances and future the time it deserves

Call our in-house Financial Specialists today!

Debbie Gray on  0459 591 199

Mel Vink  on  0434 202 478

 

BERT Welfare in consultation with Skylight Financial Solutions provides a free financial counselling and planning service with the aim to help members achieve their goals and objectives and provide vital assistance and guidance in effectively planning ahead.

Debts and Budgeting

  • How to effectively manage your money and get ahead financially
  • Negotiate repayment plans with your creditors
  • Reduce and pay off debt quicker
  • Improve your financial situation

Investing in your Future 

  • Consolidate Super
  • Children's future education fund
  • Growing your wealth inside & outside of Superannuation
  • Insurance - Protecting your family and financial assets

Retirement planning

  • Salary sacrifice and saving tax
  • Planning for retirement
  • Structuring your investments to get the most out of Centrelink benefits
  • Invest in line with your risk profile and tolerance

Financial Hardship

  • We assist members who are struggling financially. Whether its starting a repayment plan to pay financial institutions or to pay down debt and save interest