WHAT WE DO for clients, is a combination of our in-house expertise and our expert partners. The expertise you have access to as a client of Bisi Money is very broad.
We are first to admit we are not experts at everything so we have a network of trusted advisors to make sure our clients are getting the best all round advice. Our expert partners are carefully selected to ensure our clients are being well looked after.
Everyday Money ManagementThe most underappreciated area in financial planning. We take the pain out of budgeting by using the latest technology to connect your bank accounts and credit cards and bring your plan to life. Budgeting is not something you should be worried about. It is one of the most sensible practices one can undertake. Your entire future is the sum of your daily, monthly and yearly income and expenses, so getting it under control is critical to your success. Understanding, projecting, monitoring and reviewing your income and expenses can offer real peace of mind and puts a solid structure around your financial plans.
Life insurance and income protectionInsurance is a way of reducing the risk that your plan won’t go ahead due to illness, injury or death. There are a number of different types of insurances and each should be understood in detail before deciding which is right for you. These are common insurances and their potential benefits:
SuperannuationSuperannuation is term used to describe the favourable taxation structure where Australians have their retirement savings. The government mandates that a portion of your income is directed to superannuation so that you may be self-reliant when you decide to stop working.
InvestmentsPersonal investments combined with superannuation will be your retirement nest egg. They could include investment properties, shares, managed funds, term deposits, even a private business.
Mortgage brokingThe Great Australian Dream of owning your own home is shared by many. Finding a suitable loan type and lender on your own can be a cumbersome process. Thankfully, mortgage brokers are able to assist with that task.
Property buying agentThe majority of our clients own or want to own one or more properties. Finding a house to live in and finding a house as an investment are two vastly different tasks.
AccountingAccounting and financial planning are complimentary services and often a financial planner will need to refer to an accountant as planners are not licensed to make certain accounting related recommendations.
LegalThe field of law is very broad. The legal experts we deal with are most commonly specialists in commercial law or estate law.