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Bugden & Partners Financial Planning

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Trading for 39 years

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About Bugden & Partners Financial Planning

Bugden & Partners Financial Planning, with offices in Port Macquarie and Wauchope, aims to assist you with financial planning advice and wealth creation strategies. Ensure that you have structured your financial position in a way that prepares you for retirement. This includes appropriate investing and management of your investments, superannuation or self-managed superannuation fund. Whether you're seeking advice for the first time or your are a seasoned investor, our Port Macquarie stock and share brokers work with you and provide the education you require for growing and protecting your wealth. Our Port Macquarie financial planners provide aged care and estate planning advice to better protect your family and your wealth long-term. We customise our plans for each individual client. Call us today and we will show you how to achieve your financial goals.

Services

  • Tax Returns

  • Income Tax Strategies

  • Income Tax Planning

  • GST Advice

  • Capital Gains Tax Planning

  • Business Services

  • ATO Negotiations

  • Business Structuring

  • Business Advisory

  • Financial Reporting

  • Self Managed Super Funds

  • Bookkeeping Assistance

  • Account Software Assistance

  • Financial Planning

  • Wealth Creation

  • Retirement Planning

  • Centrelink Assistance

  • Estate Planning

  • Cash Flow Management

  • Risk Insurance

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Location

Level 1/113 Horton St, Port Macquarie NSW

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Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

Licences

  • AFSL 534982

Bugden & Partners Financial Planning